HAL icon

Halliburton
HAL

Overview Fund Activity

891 hedge funds and large institutions have $24.3B invested in Halliburton in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 302 increasing their positions, 387 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
-29
Holders Change %
-3.15%
% of All Funds
23.78%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
73
Increased
302
Reduced
387
Closed
94
Calls
$666M
Puts
$767M
Net Calls
-$101M
Net Calls Change
-$320M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$564M
2
Capital World Investors
Capital World Investors
California
+$293M
3
Franklin Resources
Franklin Resources
California
+$276M
4
WRF
Waddell & Reed Financial
Kansas
+$172M
5
Pzena Investment Management
Pzena Investment Management
New York
+$126M

Top Sellers

1
VH
ValueAct Holdings
California
-$562M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$227M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$147M
4
Citadel Advisors
Citadel Advisors
Florida
-$125M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
$671K -$59.2K -1,655 -8%
CT
552
Coastline Trust
Rhode Island
$670K – – –
MSV
553
MN Services Vermogensbeheer
Netherlands
$670K +$670K +21,387 New
FMC
554
First Merchants Corp
Indiana
$668K +$23.8K +665 +4%
AJ
555
Ashburton (Jersey)
Jersey
$665K +$11.4K +320 +2%
BCM
556
Boltwood Capital Management
California
$663K +$5.36K +150 +0.8%
PAG
557
Private Advisor Group
New Jersey
$662K -$224K -6,254 -25%
SC
558
Scotia Capital
Ontario, Canada
$661K -$1.14M -32,018 -63%
SC
559
Sasco Capital
Connecticut
$648K -$246K -6,874 -27%
SFWA
560
Summit Financial Wealth Advisors
Louisiana
$642K +$26.8K +750 +4%
Jones Financial Companies
561
Jones Financial Companies
Missouri
$638K +$98.8K +2,761 +18%
SI
562
SII Investments
Wisconsin
$633K +$206K +5,768 +48%
ICOM
563
Investment Counselors of Maryland
Maryland
$629K -$134K -3,750 -18%
GWM
564
Geneos Wealth Management
Colorado
$628K +$628K +17,918 New
CONA
565
Capital One National Association
New York
$627K -$78.3K -2,190 -11%
AWE
566
Avidian Wealth Enterprises
Texas
$616K +$11.3K +317 +2%
CM
567
CoreCommodity Management
Connecticut
$610K +$142K +3,972 +30%
FCBT
568
First Citizens Bank & Trust
North Carolina
$608K -$131K -3,664 -18%
FCFC
569
First Commonwealth Financial Corp
Pennsylvania
$606K +$4.64K +130 +0.8%
W
570
Wealthfront
California
$604K +$331K +9,256 +121%
CL
571
CSS LLC
Illinois
$601K +$601K +16,833 New
HBT
572
Hills Bank & Trust
Iowa
$600K +$157K +4,390 +35%
EOJOAM
573
E. Ohman J:or Asset Management
Sweden
$589K – – –
TYCC
574
Texas Yale Capital Corp
Florida
$589K -$220K -6,160 -27%
SCA
575
Salient Capital Advisors
Texas
$586K +$52.9K +1,481 +10%
21 22
23
24 25