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Halliburton
HAL

Overview Fund Activity

675 hedge funds and large institutions have $8.13B invested in Halliburton in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 182 increasing their positions, 274 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+27
Holders Change %
+4.17%
% of All Funds
13.66%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
91
Increased
182
Reduced
274
Closed
61
Calls
$208M
Puts
$335M
Net Calls
-$127M
Net Calls Change
-$10.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$716M
2
Wells Fargo
2
Wells Fargo
California
$124M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$31.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.2B
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$29.2M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$378M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$432M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$13.5M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$15.9M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
526
Private Capital Group
Connecticut
$28K -$21.6K -1,791 -44%
C
527
Cerebellum
California
$28K -$4.26K -354 -13%
CFG
528
CKW Financial Group
Hawaii
$28K – – –
LC
529
Lindbrook Capital
California
$28K +$414 +35 +2%
FFA
530
Founders Financial Alliance
North Carolina
$28K +$28K +2,267 New
AF
531
Advisornet Financial
Minnesota
$27K -$9.24K -756 -25%
CB
532
CNB Bank
Pennsylvania
$27K -$179 -15 -0.7%
ZB
533
Zions Bancorporation
Utah
$27K – – –
IRC
534
Investors Research Corp
Georgia
$27K – – –
CFGS
535
Concourse Financial Group Securities
Alabama
$27K – – –
OIA
536
Optimum Investment Advisors
Illinois
$26K -$2.37K -198 -8%
TCM
537
Tradewinds Capital Management
Washington
$25K – – –
SC
538
Steph & Co
Wisconsin
$25K – – –
CFFP
539
Center for Financial Planning
Michigan
$25K +$49 +4 +0.2%
IA
540
IFP Advisors
Florida
$25K +$1.73K +147 +7%
NFSG
541
Newbridge Financial Services Group
Florida
$25K +$25K +2,041 New
RG
542
Retirement Group
California
$24K -$1.14K -95 -5%
BAMG
543
Brand Asset Management Group
Missouri
$24K – – –
WT
544
Washington Trust
Rhode Island
$24K – – –
JWA
545
JFS Wealth Advisors
Pennsylvania
$23K – – –
GAM
546
Gemmer Asset Management
California
$23K – – –
CCM
547
Chiron Capital Management
Florida
$23K +$23K +1,900 New
NSIM
548
North Star Investment Management
Illinois
$21K +$17.4K +1,437 +479%
RE
549
RBC Europe
United Kingdom
$20.4K -$482 -40 -2%
OSAM
550
O'Shaughnessy Asset Management
Connecticut
$19K +$13.7K +1,124 +255%
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