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Halliburton
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Overview Fund Activity

1,018 hedge funds and large institutions have $33.1B invested in Halliburton in 2018 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 366 increasing their positions, 394 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+10
Holders Change %
+0.99%
% of All Funds
23.36%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.37%
New
105
Increased
366
Reduced
394
Closed
80
Calls
$790M
Puts
$1.09B
Net Calls
-$305M
Net Calls Change
+$284M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$560M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$437M
3
EVM
Eaton Vance Management
Massachusetts
+$183M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$97.7M
5
AAMU
Amundi Asset Management US
Massachusetts
+$96.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$266M
2
Millennium Management
Millennium Management
New York
-$206M
3
BlackRock
BlackRock
New York
-$182M
4
Citadel Advisors
Citadel Advisors
Florida
-$179M
5
HCM
Highline Capital Management
New York
-$99.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
926
Moneta Group Investment Advisors
Missouri
$37K +$36.7K +778 +12,967%
IBOK
927
Independence Bank of Kentucky
Kentucky
$35K -$9.33K -200 -21%
RWA
928
Ropes Wealth Advisors
Massachusetts
$35K +$3.06K +65 +10%
MFW
929
Mosaic Family Wealth
Missouri
$33K -$14.1K -300 -30%
SIAS
930
Shine Investment Advisory Services
Colorado
$33K -$4.84K -103 -13%
DPA
931
Delphi Private Advisors
California
$33K -$4.71K -100 -13%
CAW
932
Cornerstone Advisors (Washington)
Washington
$33K – – –
SIAP
933
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K – – –
AWM
934
AllSquare Wealth Management
New York
$32K – – –
AssetMark Inc
935
AssetMark Inc
California
$31K -$69.9K -1,484 -69%
TFS
936
TrustCore Financial Services
Tennessee
$30K +$94 +2 +0.3%
ATC
937
Adirondack Trust Company
New York
$30K +$370 +7 +1%
PCP
938
Proficio Capital Partners
Massachusetts
$29K +$466 +10 +2%
CHP
939
Cable Hill Partners
Oregon
$28K -$40.9K -870 -59%
WAS
940
WESPAC Advisors SoCal
California
$28K – – –
LJHT
941
Laurie J. Hall Trustee
$28K – – –
BWM
942
Baystate Wealth Management
Massachusetts
$28K +$519 +10 +2%
CAM
943
CenterStar Asset Management
Illinois
$27K -$72K – –
ADL
944
Asset Dedication LLC
California
$27K +$27K +564 New
VEA
945
Virtus ETF Advisers
New York
$27K +$27K +585 New
TFO
946
Tarbox Family Office
California
$26K – – –
VIA
947
Vantage Investment Advisors
Pennsylvania
$25K – – –
HT
948
Heritage Trust
Oklahoma
$25K – – –
NSIM
949
North Star Investment Management
Illinois
$24K -$1.36K -29 -5%
PMFA
950
Plante Moran Financial Advisors
Michigan
$24K +$1.66K +35 +7%
36 37
38
39 40