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Halliburton
HAL

Overview Fund Activity

997 hedge funds and large institutions have $34.3B invested in Halliburton in 2017 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 378 increasing their positions, 371 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
24.86%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.4%
New
103
Increased
378
Reduced
371
Closed
98
Calls
$738M
Puts
$1.45B
Net Calls
-$709M
Net Calls Change
-$373M

Top Buyers

1
BlackRock
BlackRock
New York
$2.55B
2
Capital World Investors
Capital World Investors
California
$2.33B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$444M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$149M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.88B

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$0
2
Jennison Associates
Jennison Associates
New York
$737M
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.7B
4
Harris Associates
Harris Associates
Illinois
$0
5
PC
PointState Capital
New York
$886K
Name Holding Trade Value Shares
Change 		Shares
Change %
UFG
776
United Fire Group
Iowa
$295K – – –
FC
777
FCA Corp
Texas
$295K +$295K +6,000 New
CC
778
Courier Capital
New York
$292K +$292K +5,944 New
SAM
779
Security Asset Management
New York
$291K -$3.54K -72 -1%
MC
780
Martin Currie
United Kingdom
$290K -$256K -5,200 -47%
AIP
781
Ahrens Investment Partners
Louisiana
$289K – – –
CA
782
Clearstead Advisors
Ohio
$286K – – –
MIM
783
Montgomery Investment Management
Maryland
$285K -$9.83K -200 -3%
Lido Advisors
784
Lido Advisors
California
$284K +$82.8K +1,826 +41%
PGFC
785
Peapack-Gladstone Financial Corp
New Jersey
$277K +$9.84K +200 +4%
WP
786
WealthPLAN Partners
Nebraska
$276K +$276K +5,538 New
SSWM
787
Sheets Smith Wealth Management
North Carolina
$273K – – –
S
788
SignatureFD
Georgia
$272K +$31.8K +647 +13%
CCM
789
Colorado Capital Management
Colorado
$270K – – –
IH
790
IFC Holdings
Florida
$268K +$2.63K +53 +1%
EFS
791
Essex Financial Services
Connecticut
$266K – – –
TA
792
Tiedemann Advisors
New York
$265K +$37.6K +765 +17%
FTC
793
Farmers Trust Company
Ohio
$262K -$4.92K -100 -2%
SC
794
SouthState Corp
Florida
$262K +$262K +5,314 New
FMLI
795
Fukoku Mutual Life Insurance
Japan
$261K – – –
RWA
796
RGT Wealth Advisors
Texas
$257K -$91.2K -1,852 -26%
WTC
797
WhitTier Trust Company
Nevada
$255K – – –
AP
798
Appleton Partners
Massachusetts
$253K -$44.8K -910 -15%
OC
799
Oakworth Capital
Alabama
$253K -$3.49K -71 -1%
IIC
800
Integrated Investment Consultants
Michigan
$250K -$5.07K -103 -2%
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