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Halliburton
HAL

Overview Fund Activity

901 hedge funds and large institutions have $30.9B invested in Halliburton in 2016 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 303 increasing their positions, 360 reducing their positions, and 66 closing their positions.

Holders
901
Holders Change
-10
Holders Change %
-1.1%
% of All Funds
24.08%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
67
Increased
303
Reduced
360
Closed
66
Calls
$947M
Puts
$1.01B
Net Calls
-$64.4M
Net Calls Change
-$307M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.63B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.09B
3
Jennison Associates
3
Jennison Associates
New York
$779M
4
SC
4
Sculptor Capital
New York
$213M
5
CS
5
Credit Suisse
Switzerland
$221M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$761M
2
Franklin Resources
2
Franklin Resources
California
$780M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$285M
4
O
4
OppenheimerFunds
New York
$29.5M
5
WRF
5
Waddell & Reed Financial
Kansas
$718M
Name Market Value Shares Shares
Change 		Shares
Change %
APSP
826
Asset Planning Services (Pennsylvania)
Pennsylvania
$39K 860 -35 -4%
RWA
827
Ropes Wealth Advisors
Massachusetts
$39K 875 – –
LWCFA
828
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K 840 – –
BL
829
Balentine LLC
Georgia
$37K 810 – –
FPB
830
First PREMIER Bank
South Dakota
$35K 780 +780 New
MA
831
MCF Advisors
Kentucky
$34K 760 – –
FPTW
832
Franklin, Parlapiano, Turner & Welch
Texas
$34K 750 +150 +25%
ATC
833
Adirondack Trust Company
New York
$33K 740 +118 +19%
KKAMG
834
Kernodle & Katon Asset Management Group
Arkansas
$31K 690 – –
CHP
835
Cable Hill Partners
Oregon
$31K 677 +32 +5%
TDC
836
Thompson Davis & Co
Virginia
$29K 642 +113 +21%
EWM
837
Edge Wealth Management
New York
$28K 623 – –
GBBWRPM
838
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$28K 627 +412 +192%
JIC
839
Joel Isaacson & Co
New York
$27K 600 – –
LCM
840
Liberty Capital Management
Michigan
$27K 600 +600 New
WAS
841
WESPAC Advisors SoCal
California
$26.9K 600 – –
DIA
842
Davidson Investment Advisors
Montana
$25K 575 – –
CAW
843
Cornerstone Advisors (Washington)
Washington
$25K 553 – –
HCC
844
Hirtle Callaghan & Co
Pennsylvania
$24K 534 – –
VCM
845
Versant Capital Management
Arizona
$24K 544 +6 +1%
HW
846
Hedeker Wealth
Illinois
$23.7K 1,064 -12,748 -92%
BCM
847
Bluefin Capital Management
New York
$23K 520 -23,146 -98%
FANJ
848
Financial Architects (New Jersey)
New Jersey
$23K 521 – –
SIG
849
Stanford Investment Group
California
$23K 516 +516 New
NSIM
850
North Star Investment Management
Illinois
$22K 480 -140 -23%
32 33
34
35 36