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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 %
AF
551
Advisornet Financial
Minnesota
$35K -$6.55K -348 -16%
PWMG
552
Prestige Wealth Management Group
New Jersey
$35K +$14.1K +739 +67%
FTDI
553
First Trust Direct Indexing
Massachusetts
$35K +$35K +1,841 New
NFG
554
Next Financial Group
Texas
$34K -$516K -26,818 -94%
JWA
555
JFS Wealth Advisors
Pennsylvania
$34K -$1.79K -94 -5%
RE
556
RBC Europe
United Kingdom
$32.1K – – –
CIA
557
CSat Investment Advisory
Michigan
$32K -$40.4K -2,126 -56%
KLWA
558
Kelly Lawrence W & Associates
California
$30K -$32.9K -1,725 -52%
EIP
559
Ellis Investment Partners
Pennsylvania
$30K +$96 +5 +0.3%
LGA
560
Lebenthal Global Advisors
New York
$30K +$30K +1,600 New
CFG
561
CKW Financial Group
Hawaii
$28K -$18.7K -1,000 -40%
CCC
562
Crescent Capital Consulting
Louisiana
$28K +$28K +1,500 New
HDIM
563
Hanson & Doremus Investment Management
Vermont
$27K – – –
HFA
564
Hoover Financial Advisors
Pennsylvania
$27K +$27K +1,250 New
ADIM
565
Alpha DNA Investment Management
Maryland
$26K +$26K +1,400 New
NSIM
566
North Star Investment Management
Illinois
$25K -$7.68K -408 -23%
CG
567
Cutler Group
California
$24K -$97.2K -5,255 -80%
FFA
568
Freedman Financial Associates
Massachusetts
$24K +$24K +1,269 New
CI
569
CX Institutional
Indiana
$23K -$30.5K -1,618 -57%
AF
570
Allworth Financial
California
$23K +$13.3K +705 +138%
CAAS
571
Capital Asset Advisory Services
Michigan
$22K +$22K +1,172 New
BA
572
Bellwether Advisors
Nebraska
$22K +$22K +1,200 New
BCM
573
Blume Capital Management
California
$21K – – –
CWM
574
Cranbrook Wealth Management
Michigan
$21K +$38 +2 +0.2%
OC
575
Oakworth Capital
Alabama
$20K -$2.37K -127 -11%
21 22
23
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