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Halliburton
HAL

Overview Fund Activity

675 hedge funds and large institutions have $16.1B invested in Halliburton in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 221 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
11.78%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
76
Increased
221
Reduced
245
Closed
67
Calls
$256M
Puts
$305M
Net Calls
-$49.2M
Net Calls Change
+$17.8M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$377M
2
Prudential Financial
2
Prudential Financial
New Jersey
$113M
3
Holocene Advisors
3
Holocene Advisors
New York
$111M
4
UBS Group
4
UBS Group
Switzerland
$139M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$889M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$276M
2
BlackRock
2
BlackRock
New York
$1.51B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$491M
4
UBS AM
4
UBS AM
Illinois
$114M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
651
Bartlett & Co Wealth Management
Ohio
$2.31K – – –
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$2K -$932 -34 -32%
MFT
653
Moisand Fitzgerald Tamayo
Florida
$2K – – –
GCM
654
Gables Capital Management
Florida
$2K – – –
LS
655
Leelyn Smith
Illinois
$2K – – –
TFGT
656
TS Financial Group (TSFG)
Illinois
$2K – – –
TFM
657
TFC Financial Management
Massachusetts
$2K – – –
CPA
658
Cowen Prime Advisors
New York
$2K – – –
VNA
659
Valley National Advisers
Pennsylvania
$2K – – –
TI
660
Truehand Inc
New Hampshire
$2K – – –
TFA
661
Toth Financial Advisory
Virginia
$2K – – –
BC
662
Bartlett & Co
Ohio
$2K – – –
1832 Asset Management
663
1832 Asset Management
Ontario, Canada
$2K +$2K +85 New
RDWM
664
Red Door Wealth Management
Tennessee
$2K +$2K +100 New
AFG
665
Albion Financial Group
Utah
$2K +$2K +100 New
Nisa Investment Advisors
666
Nisa Investment Advisors
Missouri
$1.69K -$8.59K -371,515 -84%
IBOK
667
Independence Bank of Kentucky
Kentucky
$1K -$2K -100 -67%
LAS
668
Lloyd Advisory Services
Georgia
$1K -$32 -1 -3%
JWM
669
Janiczek Wealth Management
Colorado
$1K – – –
BFC
670
Bedel Financial Consulting
Indiana
$1K – – –
BC
671
Burleson & Co
California
$1K – – –
CWA
672
Carolina Wealth Advisors
South Carolina
$1K – – –
SQA
673
Simon Quick Advisors
New Jersey
$1K +$1K +78 New
TAM
674
Tucker Asset Management
Colorado
$971 – – –
HWA
675
Heritage Wealth Advisors
Virginia
$462 – – –
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27
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