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Halliburton
HAL

Overview Fund Activity

996 hedge funds and large institutions have $25.7B invested in Halliburton in 2014 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 377 increasing their positions, 378 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
-58
Holders Change %
-5.5%
% of All Funds
26.58%
Holding in Top 10
16
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-64.44%
% of All Funds
0.43%
New
152
Increased
377
Reduced
378
Closed
197
Calls
$1.37B
Puts
$1.4B
Net Calls
-$32.4M
Net Calls Change
+$114M

Top Buyers

1
VH
ValueAct Holdings
California
$822M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.23B
3
DSA
Davis Selected Advisers
Arizona
$239M
4
Franklin Resources
Franklin Resources
California
$407M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$571M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
2
IC
Institutional Capital
Illinois
$0
3
AM
Appaloosa Management
Florida
$0
4
CCI
Columbus Circle Investors
$0
5
MCM
Marsico Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YP
326
Yellowstone Partners
Idaho
$4.71M +$1.97M +50,017 +72%
CCA
327
Cobblestone Capital Advisors
New York
$4.71M -$318K -8,083 -6%
BCM
328
Bridgeway Capital Management
Texas
$4.7M +$2.76M +70,300 +143%
TAM
329
Tocqueville Asset Management
New York
$4.69M -$1.93K -49 -0%
DILH
330
Dai-ichi Life Holdings
Japan
$4.69M -$2.55M -64,781 -35%
BIM
331
Bridgecreek Investment Management
Oklahoma
$4.69M +$4.69M +119,175 New
Asset Management One
332
Asset Management One
Japan
$4.67M -$1.82M -45,606 -28%
Boston Partners
333
Boston Partners
Massachusetts
$4.57M -$4.85M -123,196 -51%
Janus Henderson Group
334
Janus Henderson Group
United Kingdom
$4.54M -$8.65M -219,944 -66%
JPC
335
Jackson Park Capital
Utah
$4.52M +$4.52M +115,000 New
BCM
336
Basswood Capital Management
New York
$4.41M – – –
BCM
337
Birmingham Capital Management
Alabama
$4.41M +$458K +11,634 +12%
AIMCA
338
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.41M +$4.41M +112,000 New
KIA
339
King Investment Advisors
Texas
$4.39M -$11.5K -290 -0.3%
LFM
340
Lumina Fund Management
New York
$4.39M +$4.39M +111,600 New
NB
341
Norinchukin Bank
Japan
$4.37M +$1.2M +30,580 +38%
VFA
342
Virtus Fund Advisers
Connecticut
$4.33M -$5.93M -150,883 -58%
AAM
343
Advisors Asset Management
Colorado
$4.32M +$1.81M +46,104 +72%
HCMT
344
Highland Capital Management (Tennessee)
Tennessee
$4.27M -$944K -23,995 -18%
AIM
345
Arcadia Investment Management
Michigan
$4.27M -$92K -2,340 -2%
Commonwealth Equity Services
346
Commonwealth Equity Services
Massachusetts
$4.26M +$482K +12,263 +13%
GIM
347
Gyrus Investment Management
Ontario, Canada
$4.25M -$786K -19,980 -16%
FQ
348
First Quadrant
California
$4.25M – – –
CI
349
Cowen Inc
New York
$4.25M +$4.03M +102,454 +1,863%
AIA
350
Alerus Investment Advisors
Minnesota
$4.23M +$1.37M +34,820 +48%
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