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Halliburton
HAL

Overview Fund Activity

871 hedge funds and large institutions have $18.6B invested in Halliburton in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 265 increasing their positions, 379 reducing their positions, and 200 closing their positions.

Holders
871
Holders Change
-90
Holders Change %
-9.37%
% of All Funds
19.44%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
120
Increased
265
Reduced
379
Closed
200
Calls
$699M
Puts
$923M
Net Calls
-$225M
Net Calls Change
+$185M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$702M
2
Harris Associates
2
Harris Associates
Illinois
$337M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$133M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$86.3M
5
Macquarie Group
5
Macquarie Group
Australia
$559M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$192M
2
Franklin Resources
2
Franklin Resources
California
$249M
3
Capital World Investors
3
Capital World Investors
California
$571M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.02B
5
SCM
5
Sterling Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
851
Heritage Wealth Advisors
Virginia
$2K 99 – –
GWS
852
Glassman Wealth Services
Virginia
$2K 83 +29 +54%
EAM
853
Eukles Asset Management
Ohio
$2K 73 +73 New
WCM
854
WealthBridge Capital Management
Ohio
$2K 77 +77 New
TI
855
Truehand Inc
New Hampshire
$2K 92 +92 New
CFA
856
Carroll Financial Associates
North Carolina
$1K 45 -250 -85%
RFM
857
Royal Fund Management
Florida
$1K 50 – –
TCA
858
Tortoise Capital Advisors
Kansas
$1K 34 – –
FBT
859
First Bank & Trust
South Dakota
$1K 28 – –
WDL
860
Well Done LLC
Michigan
$1K 22 +22 New
CC
861
Claybrook Capital
Massachusetts
$1K 22 +22 New
KPW
862
Kore Private Wealth
New York
$1K 25 +25 New
FTI
863
Fiduciary Trust International
Massachusetts
$1K 30 +30 New
JGIA
864
Jackson Grant Investment Advisers
Connecticut
$1K 32 +32 New
APW
865
Acima Private Wealth
Virginia
$1K 34 +34 New
JIR
866
James Investment Research
Ohio
$1K 38 +38 New
SIM
867
Sonora Investment Management
Arizona
$1K 47 +47 New
NSG
868
Nalls Sherbakoff Group
Tennessee
$1K 50 +50 New
UB
869
UMB Bank
Missouri
$721 27,136 -218,068 -89%
NA
870
NewEdge Advisors
Louisiana
$444 16,715 -599 -3%
SCM
871
Sterling Capital Management
North Carolina
– – -1,808,792 Closed
CI
872
Cambiar Investors
Colorado
– – -1,117,819 Closed
N
873
Natixis
France
– – -1,105,521 Closed
RCAMU
874
Rothschild & Co Asset Management US
Connecticut
– – -550,287 Closed
FIM
875
Foresters Investment Management
New York
– – -526,700 Closed
33 34
35
36 37