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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 %
HIS
501
Horizon Investment Services
Indiana
$1.63M +$9.08K +231 +0.6%
GIM
502
Grassi Investment Management
California
$1.63M +$1.63M +41,400 New
CTA
503
Chesley Taft & Associates
Illinois
$1.6M -$4.95M -125,975 -76%
Cambridge Investment Research Advisors
504
Cambridge Investment Research Advisors
Iowa
$1.6M +$37.4K +951 +2%
V
505
Veritable
Delaware
$1.59M +$10.1K +257 +0.6%
DP
506
Dearborn Partners
Illinois
$1.59M +$68.1K +1,732 +4%
MC
507
Mathes Company
New York
$1.58M +$1.58M +40,085 New
FNBT
508
FineMark National Bank & Trust
Florida
$1.56M +$39.1K +995 +3%
PCM
509
Princeton Capital Management
New Jersey
$1.56M +$1.56M +39,705 New
DC
510
Davenport & Co
Virginia
$1.54M +$700K +17,802 +83%
WCA
511
Westover Capital Advisors
Delaware
$1.54M -$107K -2,721 -6%
JT
512
Jump Trading
Illinois
$1.53M +$1.53M +38,981 New
ZIM
513
Zacks Investment Management
Illinois
$1.53M -$558K -14,193 -27%
BCM
514
Bluefin Capital Management
New York
$1.53M +$498K +12,661 +48%
WGCA
515
Wolf Group Capital Advisors
Virginia
$1.52M +$598K +15,195 +65%
APFBOT
516
Amica Pension Fund Board of Trustees
Rhode Island
$1.52M – – –
ST
517
Semper Trust
Pennsylvania
$1.52M +$133K +3,370 +10%
MCM
518
Maple Capital Management
Vermont
$1.5M +$547K +13,910 +57%
RIM
519
Regent Investment Management
Kentucky
$1.5M -$381K -9,675 -20%
UR
520
USCA RIA
Texas
$1.5M +$114K +2,887 +8%
TCM
521
Texan Capital Management
Texas
$1.49M +$85.5K +2,175 +6%
DL
522
Delta Lloyd
Netherlands
$1.48M +$148K +3,761 +11%
FNT
523
First National Trust
Pennsylvania
$1.48M +$32.2K +818 +2%
SFSIG
524
San Francisco Sentry Investment Group
California
$1.48M -$32.7K -832 -2%
CIM
525
CIM Investment Management
Pennsylvania
$1.47M +$805K +20,470 +121%
19 20
21
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