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Halliburton
HAL

Overview Fund Activity

788 hedge funds and large institutions have $15.6B invested in Halliburton in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 291 increasing their positions, 306 reducing their positions, and 143 closing their positions.

Holders
788
Holders Change
-86
Holders Change %
-9.84%
% of All Funds
17.14%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
69
Increased
291
Reduced
306
Closed
143
Calls
$595M
Puts
$657M
Net Calls
-$62.3M
Net Calls Change
+$177M

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$536M
2
BlackRock
2
BlackRock
New York
$1.46B
3
Macquarie Group
3
Macquarie Group
Australia
$641M
4
Capital International Investors
4
Capital International Investors
California
$337M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$78.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$367M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$3.22M
3
Millennium Management
3
Millennium Management
New York
$11.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$729M
5
American Century Companies
5
American Century Companies
Missouri
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
901
Ferris Capital
Massachusetts
– – -970 Closed
OWA
902
One Wealth Advisors
California
– – -861 Closed
AIA
903
Alera Investment Advisors
Illinois
– – -716 Closed
DBT
904
Dubuque Bank & Trust
Iowa
– – -656 Closed
ST
905
Somerset Trust
Pennsylvania
– – -610 Closed
WAS
906
WESPAC Advisors SoCal
California
– – -600 Closed
PFP
907
Pinnacle Financial Partners
Tennessee
– – -465 Closed
PGWM
908
Parisi Gray Wealth Management
New Jersey
– – -323 Closed
AIC
909
Ameritas Investment Company
Nebraska
– – -302 Closed
PGAM
910
Princeton Global Asset Management
New Jersey
– – -300 Closed
NSIM
911
North Star Investment Management
Illinois
– – -300 Closed
BBHC
912
Brown Brothers Harriman & Co
New York
– – -243 Closed
SCM
913
Shelton Capital Management
Colorado
– – -202 Closed
LHC
914
Little House Capital
Massachusetts
– – -200 Closed
HCA
915
Horan Capital Advisors
Ohio
– – -200 Closed
OFW
916
Omnia Family Wealth
Florida
– – -188 Closed
TIM
917
Thornburg Investment Management
New Mexico
– – -172 Closed
MSA
918
Marino Stram & Associates
Massachusetts
– – -155 Closed
NWM
919
Northwest Wealth Management
Iowa
– – -150 Closed
TSW
920
Thompson Siegel & Walmsley
Virginia
– – -150 Closed
LWANC
921
Laurel Wealth Advisors (North Carolina)
North Carolina
– – -140 Closed
PWM
922
PRW Wealth Management
Massachusetts
– – -102 Closed
PCTC
923
Perkins Coie Trust Company
Washington
– – -100 Closed
HFM
924
Hartford Financial Management
Connecticut
– – -100 Closed
HWA
925
Heritage Wealth Advisors
Virginia
– – -99 Closed
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