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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 %
EPM
626
Equitec Proprietary Markets
Illinois
$800K +$800K +20,351 New
GIP
627
Granite Investment Partners
California
$789K – – –
KCM
628
KSA Capital Management
New Jersey
$787K +$787K +20,000 New
VAM
629
Verity Asset Management
North Carolina
$787K +$787K +20,029 New
BVDMP
630
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$775K – – –
WWM
631
Willingdon Wealth Management
North Carolina
$774K +$105K +2,676 +16%
FCB
632
First Citizens Bancorporation
South Carolina
$774K +$123K +3,120 +19%
MYAM
633
Meiji Yasuda Asset Management
Japan
$767K +$94.8K +2,410 +14%
AGM
634
Alpine Global Management
New York
$767K +$767K +19,514 New
SCM
635
Shelton Capital Management
Colorado
$766K +$429K +10,900 +127%
PCM
636
Prelude Capital Management
New York
$762K +$98.8K +2,513 +15%
CCM
637
Compton Capital Management
Rhode Island
$759K +$50.1K +1,275 +7%
RA
638
Rational Advisors
New York
$752K +$752K +19,120 New
Belvedere Trading
639
Belvedere Trading
Illinois
$750K +$750K +19,080 New
AF
640
Arrow Financial
New York
$748K +$145K +3,673 +24%
FCFC
641
First Commonwealth Financial Corp
Pennsylvania
$745K +$20.6K +523 +3%
RJFSA
642
Raymond James Financial Services Advisors
Florida
$738K +$86K +2,188 +13%
CA
643
Cullinan Associates
Kentucky
$735K -$409K -10,400 -36%
BCM
644
Boltwood Capital Management
California
$735K -$1.97K -50 -0.3%
CT
645
Coastline Trust
Rhode Island
$732K +$551K +13,999 +304%
HCM
646
Herndon Capital Management
Georgia
$731K +$51.4K +1,306 +8%
EOJOAM
647
E. Ohman J:or Asset Management
Sweden
$727K – – –
CC
648
ClearArc Capital
Ohio
$725K +$18.6K +474 +3%
TCOTO
649
Trust Company of the Ozarks
Missouri
$713K +$713K +18,128 New
PAM
650
PartnerRe Asset Management
Connecticut
$710K +$97.6K +2,481 +16%
24 25
26
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