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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 %
BMC
1026
Beaton Management Company
Massachusetts
– – -4,715 Closed
C
1027
Cerebellum
California
– – -4,647 Closed
HFM
1028
Harvest Fund Management
China
– – -4,346 Closed
WG
1029
Welch Group
Alabama
– – -3,220 Closed
SAS
1030
Stelac Advisory Services
New York
– – -3,113 Closed
HCA
1031
Heck Capital Advisors
Wisconsin
– – -3,068 Closed
KF
1032
Krilogy Financial
Missouri
– – -2,861 Closed
WSTAM
1033
Wilbanks Smith & Thomas Asset Management
Virginia
– – -2,600 Closed
APP
1034
Avantax Planning Partners
Iowa
– – -2,544 Closed
IP
1035
Investment Partners
Ohio
– – -2,326 Closed
PWAG
1036
Polaris Wealth Advisory Group
California
– – -2,300 Closed
MWPCG
1037
Measured Wealth Private Client Group
New Hampshire
– – -2,233 Closed
SAM
1038
Security Asset Management
New York
– – -2,156 Closed
GP
1039
Girard Partners
Pennsylvania
– – -2,141 Closed
AIIMS
1040
Analyst IMS Investment Management Services
Israel
– – -1,600 Closed
FAM
1041
Foresters Asset Management
Ontario, Canada
– – -1,500 Closed
PFP
1042
Pinnacle Financial Partners
Tennessee
– – -1,298 Closed
RIM
1043
Ranger Investment Management
Texas
– – -1,270 Closed
MYIA
1044
Mount Yale Investment Advisors
Colorado
– – -1,263 Closed
MFW
1045
Mosaic Family Wealth
Missouri
– – -1,200 Closed
ICM
1046
IMS Capital Management
Oregon
– – -1,142 Closed
BBHC
1047
Brown Brothers Harriman & Co
New York
– – -940 Closed
OWA
1048
One Wealth Advisors
California
– – -861 Closed
EA
1049
Elm Advisors
California
– – -850 Closed
IP
1050
Intellectus Partners
California
– – -795 Closed
40 41
42
43 44