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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.

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
1
ValueAct Holdings
California
$822M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.23B
3
DSA
3
Davis Selected Advisers
Arizona
$239M
4
Franklin Resources
4
Franklin Resources
California
$407M
5
Swedbank
5
Swedbank
Sweden
$185M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.02B
2
IC
2
Institutional Capital
Illinois
$0
3
AM
3
Appaloosa Management
Florida
$0
4
CCI
4
Columbus Circle Investors
$0
5
MCM
5
Marsico Capital Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TBC
26
Tweedy, Browne Co
Connecticut
$210M 5,350,020 +18,330 +0.3%
Harris Associates
27
Harris Associates
Illinois
$207M 5,270,030 +1,074,600 +26%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$204M 5,194,401 +3,663,854 +239%
TCIM
29
TIAA CREF Investment Management
New York
$196M 4,992,431 -3,383,003 -40%
Bank of America
30
Bank of America
North Carolina
$187M 4,750,034 +246,522 +5%
Swedbank
31
Swedbank
Sweden
$185M 4,699,658 +4,699,658 New
Goldman Sachs
32
Goldman Sachs
New York
$181M 4,597,177 -1,194,832 -21%
ClearBridge Investments
33
ClearBridge Investments
New York
$177M 4,508,986 +1,172,886 +35%
Morgan Stanley
34
Morgan Stanley
New York
$172M 4,379,216 +1,154,137 +36%
CS
35
Credit Suisse
Switzerland
$165M 4,198,593 -1,650,481 -28%
BWA
36
Brave Warrior Advisors
New York
$163M 4,141,241 +4,141,241 New
BTS
37
BB&T Securities
Virginia
$157M 400,150 +14,714 +4%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$154M 3,925,488 -627,628 -14%
Aristotle Capital Management
39
Aristotle Capital Management
California
$137M 3,476,800 +214,174 +7%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$132M 3,367,662 +1,447,698 +75%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$131M 3,332,429 +640,222 +24%
AL
42
AJO LP
Pennsylvania
$131M 3,331,850 -384,890 -10%
Legal & General Group
43
Legal & General Group
United Kingdom
$130M 3,316,488 -143,297 -4%
BIM
44
BlackRock Investment Management
Delaware
$130M 3,305,802 -4,676 -0.1%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$129M 3,275,936 +568,125 +21%
PP
46
Prudential plc
United Kingdom
$126M 3,208,063 +919,621 +40%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$121M 3,087,009 +3,087,009 New
Two Sigma Investments
48
Two Sigma Investments
New York
$120M 3,056,688 +2,787,684 +1,036%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$120M 3,052,465 -11,890 -0.4%
UBS Group
50
UBS Group
Switzerland
$117M 2,981,986 +2,981,986 New
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