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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 %
SFS
401
Strategic Financial Services
New York
$3.14M +$1.36M +34,670 +77%
WAM
402
Wolverine Asset Management
Illinois
$3.13M +$1.05M +26,655 +50%
TCM
403
Twin Capital Management
Pennsylvania
$3.12M +$1.02M +25,810 +48%
FDS
404
First Dallas Securities
Texas
$3.11M -$124K -3,140 -4%
AAIM
405
American Assets Investment Management
California
$3.1M +$689K +17,520 +29%
SCM
406
Stanley Capital Management
Texas
$3.1M +$3.1M +78,821 New
SAM
407
Securian Asset Management
Minnesota
$3.02M +$68.8K +1,750 +2%
SCM
408
Salem Capital Management
Massachusetts
$3M +$376K +9,550 +14%
LMGAM
409
Liberty Mutual Group Asset Management
Massachusetts
$2.96M +$837K +21,268 +39%
BCM
410
Blume Capital Management
California
$2.94M +$47.2K +1,200 +2%
BTNA
411
Bremer Trust National Association
Minnesota
$2.92M +$258K +6,563 +10%
MME
412
Meag Munich Ergo
Germany
$2.9M +$602K +15,120 +26%
FWCM
413
First Western Capital Management
California
$2.87M -$14.8K -377 -0.5%
SKK
414
Shepherd Kaplan Krochuk
Massachusetts
$2.84M +$497K +12,630 +21%
SMDAM
415
Sumitomo Mitsui DS Asset Management
Japan
$2.82M -$247K -6,282 -8%
Creative Planning
416
Creative Planning
Kansas
$2.8M +$264K +6,702 +10%
NI
417
Nepsis Inc
Minnesota
$2.79M -$188K -4,791 -6%
NPPM
418
North Point Portfolio Managers
Ohio
$2.78M -$2.46M -62,600 -47%
DAM
419
Deltec Asset Management
New York
$2.78M -$758K -19,270 -21%
SB
420
Suntrust Banks
Georgia
$2.77M -$1.92M -48,977 -41%
KT
421
Kanaly Trust
Texas
$2.76M +$22.1K +563 +0.8%
AF
422
Ally Financial
Michigan
$2.75M +$1.18M +30,000 +75%
LCM
423
LionEye Capital Management
New York
$2.75M +$2.75M +70,000 New
1832 Asset Management
424
1832 Asset Management
Ontario, Canada
$2.75M -$18.2M -463,582 -87%
B
425
Barings
North Carolina
$2.74M – – –
15 16
17
18 19