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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 %
HCA
926
Harbour Capital Advisors
Virginia
– – -23,040 Closed
BA
927
Broadview Advisors
Wisconsin
– – -21,275 Closed
TWM
928
Torch Wealth Management
Ohio
– – -21,270 Closed
SFWA
929
Summit Financial Wealth Advisors
Louisiana
– – -18,734 Closed
BCM
930
Boltwood Capital Management
California
– – -18,149 Closed
PFM
931
Parsec Financial Management
North Carolina
– – -17,378 Closed
WA
932
Waverly Advisors
Alabama
– – -17,360 Closed
HB
933
Homrich & Berg
Georgia
– – -17,193 Closed
WAM
934
Wolverine Asset Management
Illinois
– – -17,177 Closed
IAA
935
Ironsides Asset Advisors
North Carolina
– – -15,950 Closed
BS
936
Banco Santander
Spain
– – -15,288 Closed
CWM
937
Confluence Wealth Management
Oregon
– – -15,088 Closed
RC
938
RBF Capital
California
– – -15,000 Closed
LP
939
LMR Partners
United Kingdom
– – -14,857 Closed
PI
940
PineBridge Investments
New York
– – -14,687 Closed
ISL
941
Ingalls & Snyder LLC
New York
– – -13,353 Closed
WCM
942
Wunderlich Capital Managemnt
Tennessee
– – -12,950 Closed
AIM
943
Achmea Investment Management
Netherlands
– – -12,832 Closed
WI
944
Wafra Inc
New York
– – -12,335 Closed
AIA
945
Avalon Investment & Advisory
Texas
– – -11,837 Closed
FIM
946
Freedom Investment Management
Connecticut
– – -11,053 Closed
Lord, Abbett & Co
947
Lord, Abbett & Co
New Jersey
– – -11,052 Closed
I2I
948
Insight 2811 Inc
Illinois
– – -10,989 Closed
HJMC
949
Hellman Jordan Management Company
Massachusetts
– – -10,780 Closed
UFF
950
USA Financial Formulas
Michigan
– – -10,725 Closed
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38
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