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Halliburton
HAL

Overview Fund Activity

788 hedge funds and large institutions have $15.6B invested in Halliburton in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 306 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-86
Holders Change %
-9.84%
% of All Funds
17.14%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
69
Increased
291
Reduced
306
Closed
143
Calls
$595M
Puts
$657M
Net Calls
-$62.3M
Net Calls Change
+$177M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$536M
2
BlackRock
BlackRock
New York
$1.46B
3
Macquarie Group
Macquarie Group
Australia
$641M
4
Capital International Investors
Capital International Investors
California
$337M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$78.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$367M
2
Lazard Asset Management
Lazard Asset Management
New York
$3.22M
3
Millennium Management
Millennium Management
New York
$11.3M
4
Capital Research Global Investors
Capital Research Global Investors
California
$729M
5
American Century Companies
American Century Companies
Missouri
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
751
Bartlett & Co Wealth Management
Ohio
$3.02K -$341 -15 -10%
SFSIG
752
San Francisco Sentry Investment Group
California
$3K -$65.1K -2,627 -96%
TWA
753
TCI Wealth Advisors
Arizona
$3K -$7.67K -340 -72%
BC
754
Bartlett & Co
Ohio
$3K -$338 -15 -10%
AIC
755
Archer Investment Corporation
Indiana
$3K – – –
FMP
756
Financial Management Professionals
Texas
$3K – – –
EWM
757
Endurance Wealth Management
Rhode Island
$3K – – –
CFD
758
Creative Financial Designs
Indiana
$3K – – –
CQS
759
Credential Qtrade Securities
$2.3K -$5.84K -257 -72%
SWP
760
Strategic Wealth Partners
Ohio
$2K -$7.65K -260 -79%
GWS
761
Glassman Wealth Services
Virginia
$2K -$3.89K -208 -66%
CTC
762
Central Trust Company
Missouri
$2K -$737 -35 -27%
GI
763
Gradient Investments
Minnesota
$2K – – –
LWA
764
Lenox Wealth Advisors
New York
$2K – – –
CPA
765
Cowen Prime Advisors
New York
$2K – – –
TI
766
Truehand Inc
New Hampshire
$2K – – –
JAM
767
JCIC Asset Management
Ontario, Canada
$2K – – –
GCM
768
Gables Capital Management
Florida
$2K – – –
APW
769
Acima Private Wealth
Virginia
$2K – – –
EWM
770
Executive Wealth Management
Michigan
$2K +$20 +1 +1%
TAIM
771
TD Ameritrade Investment Management
Nebraska
$2K +$2K +70 New
BL
772
Balentine LLC
Georgia
$2K +$2K +82 New
TF
773
TimeScale Financial
Massachusetts
$2K +$2K +100 New
FIA
774
FNY Investment Advisers
New York
$2K +$2K +100 New
KFS
775
Kelly Financial Services
Massachusetts
$1.37K +$663 +29 +94%
29 30
31
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