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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
+$326M
3
DSA
Davis Selected Advisers
Arizona
+$239M
4
Franklin Resources
Franklin Resources
California
+$223M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$175M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$481M
2
IC
Institutional Capital
Illinois
-$378M
3
AM
Appaloosa Management
Florida
-$324M
4
CCI
Columbus Circle Investors
-$252M
5
MCM
Marsico Capital Management
Colorado
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
476
J.P. Morgan Private Wealth Advisors
California
$2.01M -$1.81M -46,002 -47%
PAM
477
Princeton Alpha Management
New Jersey
$2M +$2M +50,865 New
GAAM
478
Guinness Atkinson Asset Management
California
$2M – – –
OMC
479
Overbrook Management Corp
New York
$1.96M -$34.5K -876 -2%
KAM
480
Keeley Asset Management
Illinois
$1.91M +$336K +8,530 +21%
OC
481
Oppenheimer & Co
New York
$1.9M -$221K -5,615 -10%
WAM
482
Weatherly Asset Management
California
$1.89M +$875K +22,235 +86%
ATN
483
AMF Tjänstepension
Sweden
$1.88M +$1.88M +47,900 New
HW
484
Hancock Whitney
Mississippi
$1.88M +$1.88M +47,850 New
SC
485
Scotia Capital
Ontario, Canada
$1.84M -$72.1K -1,833 -4%
CCM
486
Cadence Capital Management
Massachusetts
$1.84M -$1.33M -33,916 -42%
SFP
487
Santa Fe Partners
New Mexico
$1.84M +$1.84M +46,656 New
CB
488
Chemical Bank
Michigan
$1.83M +$168K +4,266 +10%
SIG
489
Sky Investment Group
Connecticut
$1.81M +$48.6K +1,235 +3%
TMAM
490
Tokio Marine Asset Management
Japan
$1.8M -$3.89M -98,800 -68%
JGUA
491
John G. Ullman & Associates
New York
$1.8M +$1.8M +45,734 New
BPGAM
492
BTG Pactual Global Asset Management
Bermuda
$1.76M +$1.76M +44,705 New
HAI
493
Hennessy Advisors Inc
California
$1.73M – – –
SLI
494
Sumitomo Life Insurance
Japan
$1.71M -$94.5K -2,404 -5%
SAM
495
Strategy Asset Managers
California
$1.71M -$1.93K -49 -0.1%
ROTUOC
496
Regents of the University of California
California
$1.7M -$2.36M -60,112 -58%
OCM
497
Orleans Capital Management
Louisiana
$1.66M -$464K -11,810 -22%
AP
498
Appleton Partners
Massachusetts
$1.66M -$417K -10,610 -20%
TI
499
Trexquant Investment
Connecticut
$1.64M +$1.64M +41,800 New
HT
500
HAP Trading
New York
$1.64M +$1.64M +41,621 New
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