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Halliburton
HAL

Overview Fund Activity

648 hedge funds and large institutions have $8.26B invested in Halliburton in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 205 increasing their positions, 249 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-27
Holders Change %
-4%
% of All Funds
13.32%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
97
Increased
205
Reduced
249
Closed
121
Calls
$209M
Puts
$325M
Net Calls
-$116M
Net Calls Change
-$14.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$555M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$50.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$61M
4
Invesco
4
Invesco
Georgia
$91.6M
5
Norges Bank
5
Norges Bank
Norway
$127M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$5.29M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$0
3
Pzena Investment Management
3
Pzena Investment Management
New York
$511M
4
Ameriprise
4
Ameriprise
Minnesota
$6.01M
5
Capital International Investors
5
Capital International Investors
California
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
526
Flagship Harbor Advisors
Massachusetts
$23K -$122K -9,570 -84%
IA
527
IFP Advisors
Florida
$23K -$6.82K -588 -23%
RE
528
RBC Europe
United Kingdom
$22.5K – – –
GRP
529
Global Retirement Partners
California
$22K -$10.8K -827 -33%
EP
530
Eudaimonia Partners
Tennessee
$22K +$22K +1,669 New
OC
531
Oakworth Capital
Alabama
$20K – – –
BFEC
532
Benjamin F. Edwards & Company
Missouri
$20K +$445 +34 +2%
AF
533
Allworth Financial
California
$20K +$3.73K +282 +23%
EIP
534
Ellis Investment Partners
Pennsylvania
$19K +$1.89K +155 +11%
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$16K -$12.8K -990 -44%
APWM
536
Atlas Private Wealth Management
New York
$16K – – –
KTC
537
Kistler-Tiffany Companies
Pennsylvania
$16K +$251 +19 +2%
JPLA
538
Joseph P. Lucia & Associates
New York
$16K +$9.76K +750 +156%
HFA
539
Hoover Financial Advisors
Pennsylvania
$16K +$16K +1,250 New
APWA
540
Atlas Private Wealth Advisors
New Jersey
$16K +$16K +1,252 New
VFA
541
Valeo Financial Advisors
Indiana
$15K +$129 +10 +0.9%
PWMG
542
Prestige Wealth Management Group
New Jersey
$14K – – –
MRCM
543
M&R Capital Management
New Jersey
$14K – – –
CWM
544
Cranbrook Wealth Management
Michigan
$14K +$51 +4 +0.4%
BWM
545
BerganKDV Wealth Management
Minnesota
$14K +$6K +455 +75%
TWP
546
TFO Wealth Partners
Ohio
$13K – – –
MHR
547
Matthew Hamilton Rosenberg
$13K +$13K +985 New
SOAMC
548
Spirit of America Management Corp
New York
$13K +$13K +1,000 New
WR
549
Watson Rebecca
$13K +$13K +1,008 New
AIM
550
Anchor Investment Management
South Carolina
$13K – – –
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