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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 %
CCM
601
Compton Capital Management
Rhode Island
$503K -$42K -1,175 -8%
CIA
602
Capital Investment Advisors
Georgia
$500K +$15.5K +435 +3%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$498K +$143K +3,996 +40%
EDRS
604
Edmond de Rothschild (Suisse)
Switzerland
$495K +$303K +8,500 +158%
CTI
605
Community Trust & Investment
Kentucky
$494K -$128K -3,586 -21%
ANRIA
606
American National Registered Investment Advisor
Texas
$493K – – –
DADC
607
D.A. Davidson & Co
Montana
$491K +$19.1K +535 +4%
WF
608
Welch & Forbes
Massachusetts
$488K +$134K +3,750 +38%
VF
609
Virtu Financial
New York
$486K +$486K +13,596 New
HCM
610
Howland Capital Management
Massachusetts
$476K – – –
TCM
611
Tradition Capital Management
New Jersey
$475K – – –
TRCT
612
Tower Research Capital (TRC)
New York
$473K +$433K +12,143 +1,095%
EDRE
613
Edmond de Rothschild (Europe)
Luxembourg
$467K -$246K -6,905 -35%
WS
614
Wedbush Securities
California
$467K +$6K +168 +1%
RT
615
Rockland Trust
Massachusetts
$465K -$44.6K -1,249 -9%
ACP
616
Ashfield Capital Partners
California
$464K – – –
PCP
617
Proficio Capital Partners
Massachusetts
$462K -$1.5K -42 -0.3%
GIA
618
Guyasuta Investment Advisors
Pennsylvania
$457K – – –
SWP
619
Stratos Wealth Partners
Ohio
$455K +$36.7K +1,028 +9%
SPC
620
Sigma Planning Corp
Michigan
$448K -$37.3K -1,045 -8%
KL
621
KWMG LLC
Kansas
$446K – – –
CAN
622
Cetera Advisor Networks
California
$443K -$8.35K -233 -2%
OA
623
Oxbow Advisors
Texas
$439K -$2.84M -79,435 -87%
Bessemer Group
624
Bessemer Group
New Jersey
$439K +$226K +6,326 +106%
PMG
625
ProVise Management Group
Florida
$432K -$75.4K -2,114 -15%
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25
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