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Halliburton
HAL

Overview Fund Activity

974 hedge funds and large institutions have $29.2B invested in Halliburton in 2015 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 357 increasing their positions, 381 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-22
Holders Change %
-2.21%
% of All Funds
25.98%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
106
Increased
357
Reduced
381
Closed
114
Calls
$1.18B
Puts
$1.48B
Net Calls
-$303M
Net Calls Change
-$270M

Top Buyers

1
VH
ValueAct Holdings
California
+$564M
2
Franklin Resources
Franklin Resources
California
+$415M
3
Harris Associates
Harris Associates
Illinois
+$363M
4
VAM
Veritas Asset Management
United Kingdom
+$278M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$244M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$207M
2
Ameriprise
Ameriprise
Minnesota
-$202M
3
BTS
BB&T Securities
Virginia
-$170M
4
Wells Fargo
Wells Fargo
California
-$167M
5
JHIU
Janus Henderson Investors US
Colorado
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
576
KLCM Advisors
Wisconsin
$996K +$636K +14,500 +177%
TYCC
577
Texas Yale Capital Corp
Florida
$994K +$579K +13,200 +140%
VFS
578
VSR Financial Services
Kansas
$989K +$22.7K +517 +2%
SWP
579
Stratos Wealth Partners
Ohio
$977K +$224K +5,094 +30%
Twin Tree Management
580
Twin Tree Management
Texas
$968K -$1.9M -43,326 -66%
ICOM
581
Investment Counselors of Maryland
Maryland
$956K -$26.3K -600 -3%
IB
582
Intrust Bank
Kansas
$950K -$355K -8,106 -27%
N
583
Natixis
France
$947K -$59.6M -1,357,947 -98%
NCM
584
Newgate Capital Management
Connecticut
$938K -$258K -5,885 -22%
SFWA
585
Summit Financial Wealth Advisors
Louisiana
$938K -$23.9K -505 -2%
EGA
586
E&G Advisors
Texas
$923K – – –
SFU
587
Stonehage Fleming (UK)
United Kingdom
$922K – – –
ICAS
588
Investors Capital Advisory Services
Massachusetts
$913K -$81.6K -1,864 -8%
TCOTO
589
Trust Company of the Ozarks
Missouri
$908K +$113K +2,580 +14%
CCM
590
Cullen Capital Management
New York
$906K – – –
SGAM
591
Steinberg Global Asset Management
Florida
$903K +$533K +12,160 +144%
TNBTD
592
Trustmark National Bank Trust Department
Mississippi
$897K +$648K +14,753 +260%
AF
593
Arrow Financial
New York
$896K +$61.8K +1,407 +7%
KFC
594
Klingenstein Fields & Co
New York
$881K -$39.4K -898 -4%
GIP
595
Granite Investment Partners
California
$880K – – –
FCBT
596
First Citizens Bank & Trust
North Carolina
$880K +$880K +20,045 New
MFP
597
Michael F. Price
$878K +$439K +10,000 +100%
SIG
598
Schooner Investment Group
Pennsylvania
$876K -$657K -15,000 -43%
CIBC Private Wealth Group
599
CIBC Private Wealth Group
Georgia
$860K -$43.3K -987 -5%
MVIP
600
Mar Vista Investment Partners
California
$855K +$266K +6,061 +45%
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