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Halliburton
HAL

Overview Fund Activity

952 hedge funds and large institutions have $30B invested in Halliburton in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 380 increasing their positions, 365 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
952
Holders Change
-45
Holders Change %
-4.51%
% of All Funds
23.77%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.42%
New
70
Increased
380
Reduced
365
Closed
107
Calls
$704M
Puts
$1.25B
Net Calls
-$543M
Net Calls Change
+$166M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$667M
2
TIM
Thornburg Investment Management
New Mexico
$179M
3
BlackRock
BlackRock
New York
$2.38B
4
Franklin Resources
Franklin Resources
California
$633M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$160M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.77B
2
Jennison Associates
Jennison Associates
New York
$368M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$612M
4
WRF
Waddell & Reed Financial
Kansas
$399M
5
CG
Carmignac Gestion
France
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
601
Simmons Bank
Arkansas
$681K -$15.5K -364 -2%
TYCC
602
Texas Yale Capital Corp
Florida
$680K – – –
AWE
603
Avidian Wealth Enterprises
Texas
$676K – – –
CCM
604
Condor Capital Management
New Jersey
$673K -$9.96K -233 -1%
FAM
605
Foresters Asset Management
Ontario, Canada
$671K +$671K +12,100 New
KIA
606
Kopp Investment Advisors
Minnesota
$668K -$1.84K -43 -0.3%
CF
607
CNA Financial
Illinois
$661K – – –
IB
608
Intrust Bank
Kansas
$656K -$16.2K -379 -2%
NSEDCP
609
NJ State Employees Deferred Compensation Plan
New Jersey
$652K – – –
MNBTD
610
Moody National Bank Trust Division
Texas
$652K – – –
PC
611
Palo Capital
California
$650K +$186K +4,351 +40%
SAM
612
Symphony Asset Management
California
$649K -$208K -4,874 -24%
VAM
613
Verity Asset Management
North Carolina
$647K +$99.9K +2,339 +18%
IA
614
IndexIQ Advisors
New York
$642K +$91K +2,129 +17%
BTNA
615
Bremer Trust National Association
Minnesota
$629K +$188K +4,391 +43%
MA
616
Montag & Associates
Georgia
$628K +$295K +6,900 +88%
BFM
617
Boothbay Fund Management
New York
$627K +$27.7K +649 +5%
VF
618
Virtu Financial
New York
$621K -$286K -6,690 -32%
FAAS
619
First Allied Advisory Services
California
$619K -$100K -2,337 -14%
HC
620
Hawkins Capital
Texas
$615K – – –
FCFC
621
First Commonwealth Financial Corp
Pennsylvania
$609K -$26.7K -626 -4%
P
622
Pitcairn
Pennsylvania
$599K -$6.89K -161 -1%
LNWWM
623
Laird Norton Wetherby Wealth Management
California
$596K -$51.7K -1,210 -8%
PGIM
624
Pacific Global Investment Management
California
$594K +$43 +1 +0%
SSW
625
Smith Shellnut Wilson
Mississippi
$593K +$47.3K +1,045 +9%
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