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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 %
CS
976
Comerica Securities
Michigan
– – -7,508 Closed
PIA
977
Pinion Investment Advisors
Kansas
– – -7,490 Closed
ACP
978
Ashfield Capital Partners
California
– – -7,351 Closed
GLA
979
Great Lakes Advisors
Illinois
– – -7,261 Closed
FAIM
980
Financial Advocates Investment Management
Washington
– – -7,237 Closed
SCM
981
Shelton Capital Management
Colorado
– – -7,183 Closed
BBA
982
BLB&B Advisors
Pennsylvania
– – -6,864 Closed
MCM
983
Murphy Capital Management
New Jersey
– – -6,800 Closed
P
984
Pitcairn
Pennsylvania
– – -6,746 Closed
ITIM
985
Indiana Trust & Investment Management
Indiana
– – -6,478 Closed
CEP
986
Chicago Equity Partners
Illinois
– – -6,435 Closed
RPC
987
Rossmore Private Capital
Connecticut
– – -6,392 Closed
PTC
988
Private Trust Company
Ohio
– – -6,350 Closed
SFS
989
Strategic Financial Services
New York
– – -6,285 Closed
CCM
990
Check Capital Management
California
– – -6,251 Closed
SAMC
991
Spectrum Asset Management (California)
California
– – -6,240 Closed
SRC
992
Shufro Rose & Co
New York
– – -6,235 Closed
SSWM
993
Sheets Smith Wealth Management
North Carolina
– – -6,190 Closed
DY
994
Dowling & Yahnke
California
– – -6,184 Closed
CA
995
Clearstead Advisors
Ohio
– – -6,099 Closed
DWT
996
Dorsey & Whitney Trust
South Dakota
– – -6,049 Closed
RCM
997
Radnor Capital Management
Pennsylvania
– – -6,038 Closed
AIP
998
Ahrens Investment Partners
Louisiana
– – -6,027 Closed
CNBT
999
Canandaigua National Bank & Trust
New York
– – -6,025 Closed
FC
1000
FCA Corp
Texas
– – -6,000 Closed
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40
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