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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 %
TFS
1051
TrustCore Financial Services
Tennessee
– – -642 Closed
CPIG
1052
Chicago Partners Investment Group
Illinois
– – -600 Closed
VEA
1053
Virtus ETF Advisers
New York
– – -585 Closed
MPIA
1054
Mountain Pacific Investment Advisers
Idaho
– – -481 Closed
PAMG
1055
Patton Albertson Miller Group
Tennessee
– – -463 Closed
RMAM
1056
Raab & Moskowitz Asset Management
New Jersey
– – -400 Closed
WIM
1057
Westside Investment Management
California
– – -372 Closed
SCM
1058
Southport Capital Management
Tennessee
– – -325 Closed
ML
1059
McAdam LLC
Pennsylvania
– – -318 Closed
SFA
1060
Spectrum Financial Alliance
Kentucky
– – -204 Closed
MCA
1061
Mercer Capital Advisers
New Jersey
– – -200 Closed
BL
1062
Balentine LLC
Georgia
– – -172 Closed
BA
1063
Ballew Advisors
Mississippi
– – -163 Closed
ACA
1064
Atlas Capital Advisors
Wyoming
– – -160 Closed
KJWM
1065
Kiley Juergens Wealth Management
Washington
– – -135 Closed
FRA
1066
Front Row Advisors
California
– – -130 Closed
LWM
1067
Lenox Wealth Management
Ohio
– – -62 Closed
TC
1068
Trilogy Capital
California
– – -35 Closed
CAG
1069
Csenge Advisory Group
Florida
– – -28 Closed
AWM
1070
Avior Wealth Management
Nebraska
– – -25 Closed
BO
1071
Bach Option
Hong Kong
– – – –
PFGIA
1072
Patriot Financial Group Insurance Agency
Massachusetts
– – – –
BPGAM
1073
BTG Pactual Global Asset Management
Bermuda
– – – –
XS
1074
XR Securities
Illinois
– – – –
LOAMU
1075
Lombard Odier Asset Management (USA)
New York
– – – –
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