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Halliburton
HAL

Overview Fund Activity

720 hedge funds and large institutions have $13B invested in Halliburton in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 263 increasing their positions, 286 reducing their positions, and 121 closing their positions.

Holders
720
Holders Change
-68
Holders Change %
-8.63%
% of All Funds
15.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
56
Increased
263
Reduced
286
Closed
121
Calls
$475M
Puts
$552M
Net Calls
-$77.2M
Net Calls Change
-$14.9M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$861M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.48B
3
Macquarie Group
3
Macquarie Group
Australia
$683M
4
Franklin Resources
4
Franklin Resources
California
$329M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$503M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$360M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$140M
3
Capital International Investors
3
Capital International Investors
California
$198M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$0
5
Invesco
5
Invesco
Georgia
$79.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
601
Golden State Wealth Management
California
$26K +$12.8K +666 +97%
FQ
602
First Quadrant
California
$25K – – –
DAM
603
Delta Asset Management
Tennessee
$24K -$15.2K -790 -39%
APSP
604
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K +$209 +11 +0.9%
MRCM
605
M&R Capital Management
New Jersey
$24K +$4.08K +225 +20%
PCG
606
Private Capital Group
Connecticut
$23K -$14.1K -760 -38%
EIP
607
Ellis Investment Partners
Pennsylvania
$23K +$203 +11 +0.9%
TFA
608
Toth Financial Advisory
Virginia
$22K -$40.8K -2,122 -65%
TL
609
TrueWealth LLC
Georgia
$22K – – –
CHC
610
City Holding Co
West Virginia
$22K – – –
FMB
611
Field & Main Bank
Kentucky
$21K -$23.8K -1,275 -53%
SIA
612
SeaBridge Investment Advisors
New Jersey
$21K – – –
FANJ
613
Financial Architects (New Jersey)
New Jersey
$21K +$204 +11 +1%
CWM
614
Cranbrook Wealth Management
Michigan
$20K +$172 +9 +0.9%
1IA
615
1834 Investment Advisors
Wisconsin
$20K +$20K +1,080 New
BC
616
Barnett & Company
Tennessee
$19K – – –
WC
617
Whitnell & Co
Illinois
$19K – – –
LWM
618
Liberty Wealth Management
California
$19K +$2.52K +136 +15%
CAW
619
Cornerstone Advisors (Washington)
Washington
$19K +$3.34K +177 +21%
HI
620
Hudock Inc
Pennsylvania
$19K +$5.23K +281 +38%
ECM
621
Estabrook Capital Management
New York
$18.4K -$8.48K -450 -32%
MFT
622
Moisand Fitzgerald Tamayo
Florida
$18K – – –
SCA
623
Stonebridge Capital Advisors
Minnesota
$17K – – –
FWM
624
Focused Wealth Management
New York
$16K -$13.9K -730 -46%
SCM
625
Silvant Capital Management
Georgia
$16K -$3.53K -185 -18%
23 24
25
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