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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 Market Value Shares Shares
Change 		Shares
Change %
1NWS
651
1 North Wealth Services
Maryland
$9K 500 +500 New
BCWM
652
Bartlett & Co Wealth Management
Ohio
$8.16K 433 +300 +226%
EARNEST Partners
653
EARNEST Partners
Georgia
$8K 412 – –
TFO
654
Tarbox Family Office
California
$8K 433 +272 +169%
BC
655
Bartlett & Co
Ohio
$8K 433 +300 +226%
LWM
656
Lenox Wealth Management
Ohio
$8K 452 +452 New
PCM
657
Princeton Capital Management
New Jersey
$7K 365 -255 -41%
FNBOSM
658
First National Bank of South Miami
Florida
$7K 380 – –
ATC
659
Adirondack Trust Company
New York
$7K 365 – –
WPA
660
West Paces Advisors
Georgia
$6.26K 332 -55 -14%
IAS
661
IMA Advisory Services
Colorado
$6K 300 – –
OFS
662
Orrstown Financial Services
Pennsylvania
$6K 305 – –
SIAP
663
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K 300 – –
GWMIA
664
Global Wealth Management Investment Advisory
Florida
$6K 326 – –
GAM
665
Gemmer Asset Management
California
$6K 298 +16 +6%
NSIM
666
North Star Investment Management
Illinois
$6K 300 +300 New
TC
667
Trust Company
Kansas
$5K 272 -367 -57%
JPLA
668
Joseph P. Lucia & Associates
New York
$5K 250 – –
VRM
669
Vectors Research Management
New York
$5K 250 – –
TFGT
670
TS Financial Group (TSFG)
Illinois
$5K 269 – –
BCI
671
Brinker Capital Investments
Pennsylvania
$5K 280 – –
PMFA
672
Plante Moran Financial Advisors
Michigan
$5K 280 – –
TWA
673
TCI Wealth Advisors
Arizona
$5K 243 +110 +83%
AIC
674
Archer Investment Corporation
Indiana
$5K 287 +157 +121%
GWAG
675
Garrett Wealth Advisory Group
Texas
$4.17K 221 +221 New
25 26
27
28 29