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Halliburton
HAL

Overview Fund Activity

922 hedge funds and large institutions have $32.5B invested in Halliburton in 2017 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 325 increasing their positions, 374 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
-30
Holders Change %
-3.15%
% of All Funds
23.02%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
73
Increased
325
Reduced
374
Closed
95
Calls
$730M
Puts
$1.4B
Net Calls
-$674M
Net Calls Change
-$132M

Top Buyers

1
BlackRock
BlackRock
New York
$2.83B
2
Goldman Sachs
Goldman Sachs
New York
$331M
3
Pzena Investment Management
Pzena Investment Management
New York
$187M
4
Capital Research Global Investors
Capital Research Global Investors
California
$2.04B
5
Barclays
Barclays
United Kingdom
$191M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$509M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.54M
3
WRF
Waddell & Reed Financial
Kansas
$316M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$68.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
776
Fuller & Thaler Asset Management
California
$184K +$184K +4,000 New
RAM
777
Riggs Asset Management
Pennsylvania
$176K +$30.8K +668 +21%
AW
778
Alpha Windward
Massachusetts
$170K +$2.26K +49 +1%
WAM
779
Westport Asset Management
Connecticut
$159K – – –
ANBT
780
American National Bank & Trust
Texas
$153K -$1.38K -30 -0.9%
FANJ
781
Financial Architects (New Jersey)
New Jersey
$153K +$230 +5 +0.2%
AF
782
Allworth Financial
California
$151K – – –
QCG
783
Quadrant Capital Group
Ohio
$149K +$10.1K +247 +7%
WG
784
Welch Group
Alabama
$148K – – –
WB
785
Webster Bank
Connecticut
$147K – – –
SWA
786
Sutton Wealth Advisors
Florida
$146K +$3.77K +82 +3%
YWP
787
YorkBridge Wealth Partners
New York
$146K +$103K +2,243 +243%
IA
788
IndexIQ Advisors
New York
$141K -$549K -11,951 -80%
TCM
789
Tradewinds Capital Management
Washington
$131K +$46 +1 +0%
FIB
790
First Interstate Bank
Montana
$129K – – –
TRCT
791
Tower Research Capital (TRC)
New York
$128K +$17.4K +379 +16%
ASN
792
Advisory Services Network
Georgia
$127K -$142K -3,100 -53%
BUB
793
BBVA USA Bancshares
Texas
$123K -$1.38K -30 -1%
FFC
794
First Financial Corp
Indiana
$122K -$1.15K -25 -0.9%
DAM
795
Delta Asset Management
Tennessee
$121K -$3.49K -76 -3%
WA
796
Winfield Associates
Ohio
$115K -$27.5K -599 -19%
EWM
797
Evercore Wealth Management
New York
$110K – – –
FHA
798
First Horizon Advisors
Tennessee
$106K – – –
SAM
799
Security Asset Management
New York
$99K -$173K -3,760 -64%
FPFS
800
First Personal Financial Services
North Carolina
$97K +$86K +1,860 +782%
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