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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 %
HFS
526
HL Financial Services
Kentucky
$1.44M +$335K +8,512 +30%
TMC
527
Trellus Management Company
Florida
$1.44M +$1.44M +36,500 New
PIM
528
Platinum Investment Management
Australia
$1.42M – – –
EIM
529
Essex Investment Management
Massachusetts
$1.41M -$3.56M -90,608 -72%
FCM
530
Forester Capital Management
Illinois
$1.41M +$1.41M +35,800 New
ANTB
531
AMG National Trust Bank
Colorado
$1.39M -$72.1K -1,834 -5%
SIG
532
Schooner Investment Group
Pennsylvania
$1.38M +$1.38M +35,000 New
PSUF
533
People's United Financial
Connecticut
$1.38M -$48.1K -1,224 -3%
CTC
534
Central Trust Company
Missouri
$1.37M -$1.04M -26,329 -43%
DIA
535
Dana Investment Advisors
Wisconsin
$1.36M -$1.2M -30,420 -47%
LP
536
LMR Partners
United Kingdom
$1.35M -$140K -3,568 -9%
RG
537
Renaissance Group
Kentucky
$1.34M +$30.7K +780 +2%
ED
538
Exane Derivatives
France
$1.34M +$1.34M +33,956 New
BAM
539
Burnham Asset Management
New York
$1.33M +$798K +20,300 +150%
BHMP
540
Bardin Hill Management Partners
New York
$1.33M +$1.33M +33,743 New
ECM
541
EagleClaw Capital Management
Massachusetts
$1.3M +$33.5K +850 +3%
DVM
542
Dreman Value Management
Florida
$1.3M +$375K +9,525 +40%
WB
543
WesBanco Bank
West Virginia
$1.3M -$352K -8,940 -21%
SRC
544
Shufro Rose & Co
New York
$1.29M +$1.29M +32,906 New
AGA
545
Accuvest Global Advisors
Utah
$1.29M +$1.29M +32,842 New
TWI
546
Thomas White International
Illinois
$1.27M +$345K +8,783 +37%
MYLI
547
Meiji Yasuda Life Insurance
Japan
$1.26M +$128K +3,250 +11%
ECM
548
ETrade Capital Management
Virginia
$1.24M +$216K +5,494 +21%
SHA
549
Smith Hayes Advisers
Nebraska
$1.24M +$68.1K +1,731 +6%
PP
550
Paloma Partners
Connecticut
$1.23M +$1.23M +31,166 New
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