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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 %
OCM
576
One Capital Management
California
$1.07M +$72.8K +1,851 +7%
PC
577
Palo Capital
California
$1.06M +$1.06M +26,945 New
1SB
578
1ST Source Bank
Indiana
$1.06M -$668K -16,993 -39%
CBT
579
Central Bank & Trust
Kentucky
$1.05M -$120K -3,044 -10%
ACM
580
Azimuth Capital Management
Michigan
$1.04M -$3.47M -88,375 -77%
CB
581
Commerce Bank
Missouri
$1.04M -$450K -11,432 -30%
RMSCM
582
R.M. Sincerbeaux Capital Management
New York
$1.04M +$51.1K +1,300 +5%
III
583
Independent Investors Inc
New York
$1.03M – – –
AT
584
Arden Trust
Delaware
$1.02M +$132K +3,349 +15%
DG
585
Davidson & Garrard
Virginia
$1.02M +$184K +4,670 +22%
SCA
586
Salient Capital Advisors
Texas
$1.01M -$19.7K -500 -2%
MC
587
Moors & Cabot
Massachusetts
$1.01M +$359K +9,056 +55%
RFS
588
Rockefeller Financial Services
New York
$994K +$17.3K +440 +2%
Brown Advisory
589
Brown Advisory
Maryland
$985K +$359K +9,121 +57%
IMOV
590
Investment Management of Virginia
Virginia
$982K +$153K +3,895 +18%
ASC
591
Atalanta Sosnoff Capital
New York
$974K -$47.8M -1,214,867 -98%
BCA
592
Bray Capital Advisors
Florida
$973K +$973K +24,750 New
CONA
593
Capital One National Association
New York
$969K -$119K -3,012 -11%
TIA
594
Trust Investment Advisors
Indiana
$968K -$162K -4,109 -14%
Fayez Sarofim & Co
595
Fayez Sarofim & Co
Texas
$956K – – –
LJAC
596
L.J. Altfest & Co
New York
$949K +$949K +24,138 New
CD
597
Carl Domino
Florida
$949K +$117K +2,965 +14%
TCA
598
Teewinot Capital Advisers
New York
$944K +$944K +24,000 New
AAM
599
Aureus Asset Management
Massachusetts
$938K -$3.1M -78,696 -77%
CI
600
Conning Inc
Connecticut
$927K -$28.7K -730 -3%
22 23
24
25 26