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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 %
PC
951
Palo Capital
California
– – -10,703 Closed
EHWM
952
Eads & Heald Wealth Management
Georgia
– – -10,392 Closed
CI
953
Cowen Inc
New York
– – -10,250 Closed
CAAS
954
Capital Asset Advisory Services
Michigan
– – -9,456 Closed
CWM
955
Calamos Wealth Management
Illinois
– – -9,359 Closed
SWP
956
Stratos Wealth Partners
Ohio
– – -9,130 Closed
HSA
957
HBK Sorce Advisory
Pennsylvania
– – -9,031 Closed
APG
958
Abacus Planning Group
South Carolina
– – -8,925 Closed
AWM
959
Altium Wealth Management
New York
– – -8,806 Closed
GCA
960
Gideon Capital Advisors
New York
– – -8,518 Closed
EGA
961
E&G Advisors
Texas
– – -8,435 Closed
CG
962
Caprock Group
Idaho
– – -8,388 Closed
VAM
963
Verity Asset Management
North Carolina
– – -8,195 Closed
WI
964
WrapManager Inc
California
– – -8,142 Closed
ABTD
965
Arvest Bank Trust Division
Oklahoma
– – -8,111 Closed
TCM
966
Teza Capital Management
Illinois
– – -8,081 Closed
MA
967
Montag & Associates
Georgia
– – -8,050 Closed
RC
968
Roundview Capital
New Jersey
– – -7,995 Closed
IB
969
Intrust Bank
Kansas
– – -7,966 Closed
BFO
970
Boston Family Office
Massachusetts
– – -7,900 Closed
TC
971
Telemus Capital
Michigan
– – -7,826 Closed
VFA
972
Voya Financial Advisors
Connecticut
– – -7,724 Closed
CCA
973
Checchi Capital Advisers
California
– – -7,717 Closed
SXL
974
Summit X LLC
Missouri
– – -7,560 Closed
KA
975
KLCM Advisors
Wisconsin
– – -7,521 Closed
37 38
39
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