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Halliburton
HAL

Overview Fund Activity

671 hedge funds and large institutions have $14.9B invested in Halliburton in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
-23
Holders Change %
-3.31%
% of All Funds
11.82%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
67
Increased
210
Reduced
268
Closed
80
Calls
$219M
Puts
$286M
Net Calls
-$67M
Net Calls Change
+$105M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.53B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$245M
3
State Street
3
State Street
Massachusetts
$1.18B
4
Franklin Resources
4
Franklin Resources
California
$94.6M
5
UBS AM
5
UBS AM
Illinois
$164M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$34.2M
2
Dodge & Cox
2
Dodge & Cox
California
$488M
3
Capital World Investors
3
Capital World Investors
California
$1.3B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$516M
5
LCM
5
Laurion Capital Management
New York
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
526
TD Private Client Wealth
New York
$43.4K -$4.89K -228 -10%
RG
527
Retirement Group
California
$43K -$688 -32 -2%
WT
528
Washington Trust
Rhode Island
$43K – – –
SPWG
529
Sage Private Wealth Group
Illinois
$43K – – –
NFG
530
Next Financial Group
Texas
$43K +$5.33K +250 +14%
GRP
531
Global Retirement Partners
California
$42K +$28.9K +1,346 +222%
CB
532
CNB Bank
Pennsylvania
$41K -$2.92K -136 -7%
GAM
533
Gemmer Asset Management
California
$41K – – –
AF
534
Advisornet Financial
Minnesota
$40K +$21 +1 +0.1%
JWA
535
JFS Wealth Advisors
Pennsylvania
$38K – – –
AF
536
Allworth Financial
California
$37K +$11.1K +518 +43%
RE
537
RBC Europe
United Kingdom
$36.4K – – –
CIA
538
CSat Investment Advisory
Michigan
$34K -$1.74K -82 -5%
EIP
539
Ellis Investment Partners
Pennsylvania
$34K +$65 +3 +0.2%
PWM
540
Prentice Wealth Management
New York
$33K +$33K +1,525 New
IA
541
IFP Advisors
Florida
$32K -$12.5K -579 -28%
CFGS
542
Concourse Financial Group Securities
Alabama
$32K -$9.31K -427 -23%
KLWA
543
Kelly Lawrence W & Associates
California
$32K -$1.49K -70 -4%
CCC
544
Crescent Capital Consulting
Louisiana
$32K – – –
CFG
545
CKW Financial Group
Hawaii
$32K – – –
HDIM
546
Hanson & Doremus Investment Management
Vermont
$32K +$1.11K +51 +4%
GWSG
547
GPS Wealth Strategies Group
Colorado
$32K +$32K +1,515 New
AWA
548
Arkadios Wealth Advisors
Georgia
$31K +$8.27K +393 +36%
FFA
549
Freedman Financial Associates
Massachusetts
$27K -$236 -11 -0.9%
CI
550
CX Institutional
Indiana
$27K +$478 +22 +2%
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