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Halliburton
HAL

Overview Fund Activity

874 hedge funds and large institutions have $20B invested in Halliburton in 2019 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 314 increasing their positions, 309 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
18.95%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
111
Increased
314
Reduced
309
Closed
100
Calls
$542M
Puts
$782M
Net Calls
-$240M
Net Calls Change
-$15.1M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$364M
2
Millennium Management
Millennium Management
New York
$107M
3
Franklin Resources
Franklin Resources
California
$359M
4
MNG
Manning & Napier Group
New York
$83.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$136M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$891M
3
American Century Companies
American Century Companies
Missouri
$131M
4
Goldman Sachs
Goldman Sachs
New York
$119M
5
VanEck Associates
VanEck Associates
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
851
Executive Wealth Management
Michigan
$3K -$2.34K -78 -44%
CPA
852
Cowen Prime Advisors
New York
$3K – – –
HFM
853
Hartford Financial Management
Connecticut
$3K – – –
TI
854
Truehand Inc
New Hampshire
$3K – – –
LWA
855
Lenox Wealth Advisors
New York
$3K – – –
AssetMark Inc
856
AssetMark Inc
California
$3K – – –
GCM
857
Gables Capital Management
Florida
$3K – – –
PWM
858
PRW Wealth Management
Massachusetts
$3K – – –
APW
859
Acima Private Wealth
Virginia
$3K +$1.84K +54 +159%
PCTC
860
Perkins Coie Trust Company
Washington
$3K +$3K +100 New
MAM
861
Meeder Asset Management
Ohio
$3K +$3K +103 New
HWA
862
Heritage Wealth Advisors
Virginia
$2.9K – – –
JAM
863
JCIC Asset Management
Ontario, Canada
$2K – – –
PFGIA
864
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +64 New
BWM
865
Baystate Wealth Management
Massachusetts
$1K -$12.5K -498 -93%
WCM
866
WealthBridge Capital Management
Ohio
$1K -$833 -35 -45%
RFM
867
Royal Fund Management
Florida
$1K – – –
TCA
868
Tortoise Capital Advisors
Kansas
$1K – – –
FCAS
869
First Command Advisory Services
Texas
$1K +$1K +32 New
BMM
870
Buffington Mohr McNeal
Idaho
$1K +$1K +33 New
KFS
871
Kelly Financial Services
Massachusetts
$909 +$909 +31 New
SI
872
Sprott Inc
Ontario, Canada
$268 – – –
JPLA
873
Joseph P. Lucia & Associates
New York
$250 +$250 +7,822 New
Capital World Investors
874
Capital World Investors
California
– -$571M -21,500,181 Closed
CC
875
Carlson Capital
Texas
– -$11.2M -420,300 Closed
33 34
35
36 37