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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$367M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$3.22M
3
Millennium Management
3
Millennium Management
New York
$11.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$729M
5
American Century Companies
5
American Century Companies
Missouri
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
776
Cypress Capital Management (Wyoming)
Wyoming
$1K -$5K -250 -83%
PFGIA
777
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$63K -63 -98%
BWM
778
Baystate Wealth Management
Massachusetts
$1K -$333 -10 -25%
TCA
779
Tortoise Capital Advisors
Kansas
$1K – – –
RFM
780
Royal Fund Management
Florida
$1K – – –
TFA
781
Transamerica Financial Advisors
Florida
$1K +$1K +13 New
FBT
782
First Bank & Trust
South Dakota
$1K +$1K +27 New
BCA
783
Bray Capital Advisors
Florida
$1K +$1K +50 New
LGWM
784
Litman Gregory Wealth Management
California
$1K +$1K +59 New
MWM
785
Meridian Wealth Management
Kentucky
$317 +$317 +1,393 New
UB
786
UMB Bank
Missouri
$311 -$8 -343 -2%
WHG
787
Westwood Holdings Group
Texas
– -$43.5M -1,482,964 Closed
Renaissance Technologies
788
Renaissance Technologies
New York
– -$43.1M -1,471,495 Closed
HA
789
Highland Associates
Alabama
– -$28.4M -969,300 Closed
MMH
790
Menora Mivtachim Holdings
Israel
– -$26.6M -908,450 Closed
EIP
791
Epoch Investment Partners
New York
– -$20.1M -686,854 Closed
CGT
792
Capital Guardian Trust
California
– -$15.4M -524,739 Closed
Marshall Wace
793
Marshall Wace
United Kingdom
– -$10.7M -363,878 Closed
Jacobs Levy Equity Management
794
Jacobs Levy Equity Management
New Jersey
– -$9.3M -317,460 Closed
PC
795
Packer & Co
Australia
– -$8.34M -284,700 Closed
Balyasny Asset Management
796
Balyasny Asset Management
Illinois
– -$8.12M -277,187 Closed
TAM
797
Telemark Asset Management
Massachusetts
– -$5.86M -200,000 Closed
YCM
798
Yaupon Capital Management
New York
– -$5.68M -193,700 Closed
NPPM
799
North Point Portfolio Managers
Ohio
– -$5.35M -182,546 Closed
Jennison Associates
800
Jennison Associates
New York
– -$4.92M -167,922 Closed
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