HAL icon

Halliburton
HAL

Overview Fund Activity

671 hedge funds and large institutions have $14.9B invested in Halliburton in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 268 reducing their positions, and 80 closing their positions.

Holders
671
Holders Change
-23
Holders Change %
-3.31%
% of All Funds
11.82%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
67
Increased
210
Reduced
268
Closed
80
Calls
$219M
Puts
$286M
Net Calls
-$67M
Net Calls Change
+$105M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.53B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$245M
3
State Street
3
State Street
Massachusetts
$1.18B
4
Franklin Resources
4
Franklin Resources
California
$94.6M
5
UBS AM
5
UBS AM
Illinois
$164M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$34.2M
2
Dodge & Cox
2
Dodge & Cox
California
$488M
3
Capital World Investors
3
Capital World Investors
California
$1.3B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$516M
5
LCM
5
Laurion Capital Management
New York
$3.55M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
726
Advisory Services Network
Georgia
– – -2,143 Closed
FCH
727
Freestone Capital Holdings
Washington
– – -2,055 Closed
FTDI
728
First Trust Direct Indexing
Massachusetts
– – -1,841 Closed
LGA
729
Lebenthal Global Advisors
New York
– – -1,600 Closed
NSIM
730
North Star Investment Management
Illinois
– – -1,329 Closed
HFA
731
Hoover Financial Advisors
Pennsylvania
– – -1,250 Closed
CAAS
732
Capital Asset Advisory Services
Michigan
– – -1,172 Closed
PWM
733
Perigon Wealth Management
California
– – -1,065 Closed
HGWM
734
Harvest Group Wealth Management
Massachusetts
– – -1,000 Closed
CCA
735
Childress Capital Advisors
Texas
– – -730 Closed
RPWA
736
Regent Peak Wealth Advisors
Georgia
– – -674 Closed
LF
737
Lee Financial
Texas
– – -400 Closed
PFO
738
Pathstone Family Office
New Jersey
– – -329 Closed
HCM
739
Horrell Capital Management
Arkansas
– – -303 Closed
TCOV
740
Trust Company of Vermont
Vermont
– – -300 Closed
FFG
741
Fortem Financial Group
California
– – -264 Closed
PS
742
Planned Solutions
California
– – -200 Closed
GWMIA
743
Global Wealth Management Investment Advisory
Florida
– – -200 Closed
SIAG
744
Safeguard Investment Advisory Group
California
– – -124 Closed
TPWA
745
TRUE Private Wealth Advisors
Oregon
– – -61 Closed
IA
746
Inspire Advisors
Idaho
– – -60 Closed
TI
747
tru Independence
Oregon
– – -30 Closed
AWG
748
Altus Wealth Group
Colorado
– – -24 Closed
CWM
749
Curi Wealth Management
North Carolina
– – -10 Closed
Wolverine Trading
750
Wolverine Trading
Illinois
– – – –
27 28 29
30
31