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Halliburton
HAL

Overview Fund Activity

694 hedge funds and large institutions have $13.2B invested in Halliburton in 2020 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 199 increasing their positions, 273 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
+19
Holders Change %
+2.81%
% of All Funds
12.31%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
101
Increased
199
Reduced
273
Closed
75
Calls
$314M
Puts
$485M
Net Calls
-$172M
Net Calls Change
-$44.8M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$116M
2
Capital World Investors
2
Capital World Investors
California
$1.22B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$96.9M
4
Norges Bank
4
Norges Bank
Norway
$230M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$62.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$524M
2
Sanders Capital
2
Sanders Capital
Florida
$375M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$10.8M
4
Dodge & Cox
4
Dodge & Cox
California
$555M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
526
Providence Capital Advisors
North Carolina
$52K – – –
EP
527
Eudaimonia Partners
Tennessee
$51K -$1.9K -100 -4%
RFA
528
Reilly Financial Advisors
California
$47K -$5.92K -315 -11%
QCG
529
Quadrant Capital Group
Ohio
$47K -$1.9K -100 -4%
ZB
530
Zions Bancorporation
Utah
$46K +$2.82K +149 +7%
LC
531
Lindbrook Capital
California
$44K -$661 -35 -1%
PCG
532
Private Capital Group
Connecticut
$44K – – –
AA
533
Addison Advisors
Vermont
$43K +$43K +2,250 New
PWPS
534
Pinnacle Wealth Planning Services
Ohio
$43K +$43K +2,257 New
TPCW
535
TD Private Client Wealth
New York
$42.6K -$7.13K -377 -14%
IRC
536
Investors Research Corp
Georgia
$42K – – –
ASN
537
Advisory Services Network
Georgia
$41K -$82.5K -4,312 -67%
OIA
538
Optimum Investment Advisors
Illinois
$41K +$19 +1 +0%
TCM
539
Tradewinds Capital Management
Washington
$40K – – –
FWM
540
Focused Wealth Management
New York
$40K +$29.9K +1,600 +296%
CB
541
CNB Bank
Pennsylvania
$39K -$4.2K -220 -10%
CFFP
542
Center for Financial Planning
Michigan
$39K – – –
NFSG
543
Newbridge Financial Services Group
Florida
$39K +$19 +1 +0%
FCH
544
Freestone Capital Holdings
Washington
$38.8K -$5.12K -271 -12%
IA
545
IFP Advisors
Florida
$38K -$1.22K -66 -3%
WT
546
Washington Trust
Rhode Island
$38K – – –
RG
547
Retirement Group
California
$38K +$598 +32 +2%
SPWG
548
Sage Private Wealth Group
Illinois
$38K +$38K +2,007 New
CFGS
549
Concourse Financial Group Securities
Alabama
$36K -$7.33K -386 -17%
GAM
550
Gemmer Asset Management
California
$36K – – –
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