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Halliburton
HAL

Overview Fund Activity

662 hedge funds and large institutions have $15.1B invested in Halliburton in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-13
Holders Change %
-1.93%
% of All Funds
11.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
67
Increased
226
Reduced
235
Closed
74
Calls
$283M
Puts
$360M
Net Calls
-$76.7M
Net Calls Change
-$27.6M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$141M
2
Norges Bank
Norges Bank
Norway
+$138M
3
UBS Group
UBS Group
Switzerland
+$48.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$37.5M
5
Bank of America
Bank of America
North Carolina
+$35.8M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$59.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$49.8M
3
NSLI
Nan Shan Life Insurance
Taiwan
-$47.7M
4
BlackRock
BlackRock
New York
-$41.9M
5
CGM
Capital Growth Management
Massachusetts
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
526
TD Private Client Wealth
New York
$46.8K +$2.72K +126 +6%
FWM
527
Focused Wealth Management
New York
$46K – – –
TCM
528
Tradewinds Capital Management
Washington
$46K – – –
CFFP
529
Center for Financial Planning
Michigan
$46K +$1.14K +52 +3%
NIM
530
NuWave Investment Management
New Jersey
$45K -$4.88K -228 -10%
NFSG
531
Newbridge Financial Services Group
Florida
$44K +$21 +1 +0%
WT
532
Washington Trust
Rhode Island
$43K -$731 -34 -2%
GAM
533
Gemmer Asset Management
California
$42K +$718 +33 +2%
EIP
534
Ellis Investment Partners
Pennsylvania
$42K +$8.6K +405 +26%
CI
535
CX Institutional
Indiana
$38K +$1.96K +90 +5%
Koshinski Asset Management
536
Koshinski Asset Management
Illinois
$34K +$34K +1,574 New
OIA
537
Optimum Investment Advisors
Illinois
$34K – – –
JWA
538
JFS Wealth Advisors
Pennsylvania
$34K – – –
CFG
539
CKW Financial Group
Hawaii
$33K – – –
PWM
540
Prentice Wealth Management
New York
$33K – – –
KLWA
541
Kelly Lawrence W & Associates
California
$33K – – –
APP
542
Alpha Paradigm Partners
Illinois
$33K – – –
NFG
543
Next Financial Group
Texas
$33K +$43 +2 +0.1%
CCC
544
Crescent Capital Consulting
Louisiana
$32K – – –
ANBT
545
American National Bank & Trust
Texas
$32K – – –
HDIM
546
Hanson & Doremus Investment Management
Vermont
$32K +$1.11K +51 +4%
IA
547
IFP Advisors
Florida
$32K +$4.7K +208 +17%
MA
548
MCF Advisors
Kentucky
$32K +$23.2K +1,069 +265%
CFGS
549
Concourse Financial Group Securities
Alabama
$28K – – –
PFBT
550
Parkside Financial Bank & Trust
Missouri
$27K +$3.54K +166 +15%
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