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Halliburton
HAL

Overview Fund Activity

720 hedge funds and large institutions have $13B invested in Halliburton in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 263 increasing their positions, 286 reducing their positions, and 121 closing their positions.

Holders
720
Holders Change
-68
Holders Change %
-8.63%
% of All Funds
15.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
56
Increased
263
Reduced
286
Closed
121
Calls
$475M
Puts
$552M
Net Calls
-$77.2M
Net Calls Change
-$14.9M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$861M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.48B
3
Macquarie Group
3
Macquarie Group
Australia
$683M
4
Franklin Resources
4
Franklin Resources
California
$329M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$503M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$360M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$140M
3
Capital International Investors
3
Capital International Investors
California
$198M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$0
5
Invesco
5
Invesco
Georgia
$79.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
801
TRUE Private Wealth Advisors
Oregon
– – -8,815 Closed
CB
802
Community Bank
New York
– – -7,000 Closed
BDS
803
Banco de Sabadell
Florida
– – -6,000 Closed
CA
804
Corrado Advisors
New Jersey
– – -5,000 Closed
OIA
805
OneDigital Investment Advisors
Kansas
– – -4,508 Closed
KCPG
806
Kavar Capital Partners Group
Kansas
– – -4,289 Closed
SMFS
807
Squar Milner Financial Services
California
– – -3,576 Closed
CFA
808
Camarda Financial Advisors
Florida
– – -3,349 Closed
DWA
809
Dougherty Wealth Advisers
Minnesota
– – -2,000 Closed
PO
810
Private Ocean
California
– – -2,000 Closed
FPFS
811
First Personal Financial Services
North Carolina
– – -1,436 Closed
MWM
812
Meridian Wealth Management
Kentucky
– – -1,393 Closed
MWM
813
Mascoma Wealth Management
New Hampshire
– – -1,008 Closed
PCMK
814
Paragon Capital Management (Kansas)
Kansas
– – -1,000 Closed
YWP
815
YorkBridge Wealth Partners
New York
– – -922 Closed
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -840 Closed
TA
817
TCG Advisors
Texas
– – -830 Closed
MWC
818
MKD Wealth Coaches
Michigan
– – -745 Closed
PCP
819
Proficio Capital Partners
Massachusetts
– – -667 Closed
Barrow, Hanley, Mewhinney & Strauss
820
Barrow, Hanley, Mewhinney & Strauss
Texas
– – -455 Closed
NCM
821
Next Capital Management
New York
– – -392 Closed
SFG
822
SevenBridge Financial Group
Pennsylvania
– – -300 Closed
GSC
823
G&S Capital
Colorado
– – -250 Closed
EWA
824
Evolution Wealth Advisors
Florida
– – -235 Closed
GAM
825
Griffin Asset Management
New York
– – -228 Closed
31 32
33
34 35