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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 %
TF
701
TimeScale Financial
Massachusetts
$2K 100 – –
JAM
702
JCIC Asset Management
Ontario, Canada
$2K 84 – –
LWA
703
Lenox Wealth Advisors
New York
$2K 98 – –
FMP
704
Financial Management Professionals
Texas
$2K 132 – –
TI
705
Truehand Inc
New Hampshire
$2K 92 – –
GI
706
Gradient Investments
Minnesota
$2K 111 +25 +29%
HS
707
Horan Securities
United States
$2K 96 +96 New
WWM
708
Willingdon Wealth Management
North Carolina
$2K 103 +103 New
BBHC
709
Brown Brothers Harriman & Co
New York
$2K 118 +118 New
CQS
710
Credential Qtrade Securities
$1.9K 101 – –
KFS
711
Kelly Financial Services
Massachusetts
$1.15K 61 +1 +2%
LGWM
712
Litman Gregory Wealth Management
California
$1K 29 -30 -51%
APW
713
Acima Private Wealth
Virginia
$1K 88 – –
BWM
714
Baystate Wealth Management
Massachusetts
$1K 31 +1 +3%
BWA
715
BDO Wealth Advisors
Florida
$1K 79 +79 New
BGC
716
Beutel, Goodman & Co
Ontario, Canada
– – -4,485,764 Closed
USAA
717
United Services Automobile Association
Texas
– – -1,351,961 Closed
Point72 Asset Management
718
Point72 Asset Management
Connecticut
– – -681,201 Closed
CTB
719
Country Trust Bank
Illinois
– – -566,219 Closed
GAM
720
Gotham Asset Management
New York
– – -542,131 Closed
SCM
721
Stevens Capital Management
Pennsylvania
– – -364,780 Closed
Calamos Advisors
722
Calamos Advisors
Illinois
– – -356,623 Closed
LCP
723
LGT Capital Partners
Switzerland
– – -329,200 Closed
PWPCM
724
Perella Weinberg Partners Capital Management
New York
– – -264,703 Closed
ERIM
725
Eagle Ridge Investment Management
Connecticut
– – -229,151 Closed
27 28
29
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