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Halliburton
HAL

Overview Fund Activity

997 hedge funds and large institutions have $34.3B invested in Halliburton in 2017 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 378 increasing their positions, 371 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
24.86%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.4%
New
103
Increased
378
Reduced
371
Closed
98
Calls
$738M
Puts
$1.45B
Net Calls
-$709M
Net Calls Change
-$373M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.46B
2
Capital World Investors
Capital World Investors
California
+$514M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$204M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$125M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$110M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$412M
2
Jennison Associates
Jennison Associates
New York
-$345M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$320M
4
Harris Associates
Harris Associates
Illinois
-$160M
5
PC
PointState Capital
New York
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
626
Pitcairn
Pennsylvania
$697K +$315K +6,404 +82%
CCM
627
CrestPoint Capital Management
Missouri
$694K +$468K +9,500 +207%
BFM
628
Boothbay Fund Management
New York
$690K +$233K +4,741 +51%
FDS
629
First Dallas Securities
Texas
$689K +$80.1K +1,629 +13%
PGIM
630
Pacific Global Investment Management
California
$685K -$55.8K -1,133 -8%
ANRIA
631
American National Registered Investment Advisor
Texas
$679K – – –
AP
632
Advisor Partners
California
$672K +$53.3K +1,083 +9%
SFWA
633
Summit Financial Wealth Advisors
Louisiana
$669K -$23.6K -480 -3%
CTA
634
Colonial Trust Advisors
South Carolina
$668K +$106K +2,326 +19%
HCM
635
Howland Capital Management
Massachusetts
$656K – – –
TCM
636
Tradition Capital Management
New Jersey
$654K – – –
LPIC
637
LeJeune Puetz Investment Counsel
Michigan
$652K -$7.39K -150 -1%
CAAS
638
Capital Asset Advisory Services
Michigan
$648K -$218K -4,420 -25%
WF
639
Welch & Forbes
Massachusetts
$647K -$13.8K -281 -2%
IAM
640
Integre Asset Management
New York
$646K +$646K +13,123 New
CIM
641
CIM Investment Management
Pennsylvania
$643K -$63.9K -1,299 -9%
Wealth Enhancement Advisory Services
642
Wealth Enhancement Advisory Services
Minnesota
$642K +$642K +13,115 New
CIA
643
Capital Investment Advisors
Georgia
$640K -$1.58K -32 -0.2%
IA
644
IndexIQ Advisors
New York
$634K +$401K +8,145 +172%
VAM
645
Verity Asset Management
North Carolina
$631K +$631K +12,815 New
HCM
646
Hollencrest Capital Management
California
$630K +$44.3K +900 +8%
IRF
647
IBM Retirement Fund
New York
$628K -$4.7M -71,544 -88%
CWM
648
Calamos Wealth Management
Illinois
$627K -$270K -5,486 -30%
PMG
649
ProVise Management Group
Florida
$627K – – –
FCBT
650
First Citizens Bank & Trust
North Carolina
$626K -$68.4K -1,391 -10%
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