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Halliburton
731 hedge funds and large institutions have $16.3B invested in Halliburton in 2021 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 235 increasing their positions, 238 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
123% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 57
10% more funds holding
Funds holding: 666 → 731 (+65)
8% more capital invested
Capital invested by funds: $15.1B → $16.3B (+$1.19B)
0.9% more ownership
Funds ownership: 78.62% → 79.52% (+0.9%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 238
41% less call options, than puts
Call options by funds: $393M | Put options by funds: $671M
Holders
731
Holders Change
+65
Holders Change %
+9.76%
% of All Funds
11.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
127
Increased
235
Reduced
238
Closed
57
Calls
$393M
Puts
$671M
Net Calls
-$278M
Net Calls Change
-$202M
Top Buyers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$115M |
| 2 |
BlackRock
New York
|
+$95.9M |
| 3 |
Morgan Stanley
New York
|
+$87.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$73M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$62.3M |
Top Sellers
| 1 |
VanEck Associates
New York
|
-$103M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$98.3M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$92.5M |
| 4 |
Goldman Sachs
New York
|
-$32.6M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$30.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
776
Cahill Financial Advisors
Edina,
Minnesota
| – | -$6K | -284 | Closed |
|
|
SQA
777
Simon Quick Advisors
Morristown,
New Jersey
| – | -$4K | -223 | Closed |
|
|
RA
778
Resolute Advisors
San Francisco,
California
| – | -$5K | -220 | Closed |
|
|
CAGAS
779
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$5K | -210 | Closed |
|
|
ETI
780
Enterprise Trust & Investment
Los Gatos,
California
| – | -$4K | -200 | Closed |
|
|
APWA
781
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$3K | -152 | Closed |
|
|
GRP
782
Global Retirement Partners
San Rafael,
California
| – | -$2K | -73 | Closed |
|
|
BFC
783
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$1K | -42 | Closed |
|
|
MUMSS
784
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| – | +$237 | +10 | New |
|
|
AIM
785
AHL Investment Management
Winter Park,
Florida
| – | +$379 | +16 | New |
|
786
Lazard Asset Management
New York
| – | +$639 | +27 | New |
|