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Halliburton
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Overview Fund Activity

974 hedge funds and large institutions have $29.2B invested in Halliburton in 2015 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 357 increasing their positions, 381 reducing their positions, and 114 closing their positions.

Holders
974
Holders Change
-22
Holders Change %
-2.21%
% of All Funds
25.98%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
106
Increased
357
Reduced
381
Closed
114
Calls
$1.18B
Puts
$1.48B
Net Calls
-$303M
Net Calls Change
-$270M

Top Buyers

1
VH
1
ValueAct Holdings
California
$1.48B
2
Franklin Resources
2
Franklin Resources
California
$869M
3
Harris Associates
3
Harris Associates
Illinois
$594M
4
VAM
4
Veritas Asset Management
United Kingdom
$278M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.62B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$931M
2
Ameriprise
2
Ameriprise
Minnesota
$278M
3
BTS
3
BB&T Securities
Virginia
$5.74M
4
Wells Fargo
4
Wells Fargo
California
$101M
5
JHIU
5
Janus Henderson Investors US
Colorado
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
26
Brave Warrior Advisors
New York
$244M 5,566,104 +1,424,863 +34%
TBC
27
Tweedy, Browne Co
Connecticut
$235M 5,351,483 +1,463 +0%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$231M 5,266,700 +72,299 +1%
TCIM
29
TIAA CREF Investment Management
New York
$217M 4,955,870 -36,561 -0.7%
UBS AM
30
UBS AM
Illinois
$216M 4,931,788 -753,772 -13%
CS
31
Credit Suisse
Switzerland
$214M 4,883,559 +684,966 +16%
ClearBridge Investments
32
ClearBridge Investments
New York
$214M 4,877,776 +368,790 +8%
Bank of America
33
Bank of America
North Carolina
$211M 4,809,557 +59,523 +1%
Goldman Sachs
34
Goldman Sachs
New York
$207M 4,710,971 +113,794 +2%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$198M 4,511,786 +3,686,133 +446%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$176M 4,014,910 +89,422 +2%
Swedbank
37
Swedbank
Sweden
$174M 3,959,238 -740,420 -16%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$162M 3,696,623 +328,961 +10%
Morgan Stanley
39
Morgan Stanley
New York
$154M 3,518,685 -860,531 -20%
Aristotle Capital Management
40
Aristotle Capital Management
California
$153M 3,495,315 +18,515 +0.5%
BIM
41
BlackRock Investment Management
Delaware
$150M 3,422,757 +116,955 +4%
Legal & General Group
42
Legal & General Group
United Kingdom
$145M 3,307,469 -9,019 -0.3%
PI
43
Putnam Investments
Massachusetts
$144M 3,279,153 +1,208,364 +58%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$139M 3,169,985 +117,520 +4%
Capital Research Global Investors
45
Capital Research Global Investors
California
$133M 3,031,276 +1,388,700 +85%
WRF
46
Waddell & Reed Financial
Kansas
$128M 2,926,393 +200,300 +7%
LSV Asset Management
47
LSV Asset Management
Illinois
$125M 2,851,088 -6,200 -0.2%
Westfield Capital Management
48
Westfield Capital Management
Massachusetts
$123M 2,813,691 +712,166 +34%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$123M 2,810,740 -521,689 -16%
UBS Group
50
UBS Group
Switzerland
$123M 2,801,653 -180,333 -6%
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