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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
$1.48B
2
Franklin Resources
Franklin Resources
California
$869M
3
Harris Associates
Harris Associates
Illinois
$594M
4
VAM
Veritas Asset Management
United Kingdom
$278M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.62B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$931M
2
Ameriprise
Ameriprise
Minnesota
$278M
3
BTS
BB&T Securities
Virginia
$5.74M
4
Wells Fargo
Wells Fargo
California
$101M
5
JHIU
Janus Henderson Investors US
Colorado
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
626
Fifth Third Bancorp
Ohio
$740K +$5.97K +136 +0.8%
CIC
627
Carnegie Investment Counsel
Ohio
$738K +$452K +9,798 +158%
PAG
628
Private Advisor Group
New Jersey
$737K -$15.2K -346 -2%
QT
629
Quantbot Technologies
New York
$737K +$737K +16,813 New
OIA
630
Optimum Investment Advisors
Illinois
$736K +$101K +2,309 +16%
GIA
631
GHP Investment Advisors
Colorado
$728K -$242K -5,524 -25%
SAG
632
Sterne Agee Group
Alabama
$727K +$34.2K +780 +5%
ACM
633
Apex Capital Management
Ohio
$717K -$2.82M -64,180 -80%
Bessemer Group
634
Bessemer Group
New Jersey
$715K +$213K +4,841 +42%
HRIA
635
Haberer Registered Investment Advisor
Ohio
$707K -$43.9K -1,000 -6%
SPC
636
Sigma Planning Corp
Michigan
$689K +$116K +2,640 +20%
SI
637
Stephens Inc
Arkansas
$688K +$307 +7 +0%
ICOA
638
Investment Centers of America
North Dakota
$684K +$58.1K +1,323 +9%
NIM
639
NXG Investment Management
Texas
$681K +$341K +7,765 +100%
DPIM
640
Duff & Phelps Investment Management
Illinois
$677K -$24.1K -550 -3%
CC
641
Curian Capital
Colorado
$674K +$167K +3,816 +33%
FM
642
Foster & Motley
Ohio
$673K -$359K -8,185 -35%
BHB
643
Bank Hapoalim BM
Israel
$670K -$230K -5,240 -26%
NSEDCP
644
NJ State Employees Deferred Compensation Plan
New Jersey
$670K – – –
BCM
645
Bluefin Capital Management
New York
$658K -$1.05M -23,906 -61%
AWE
646
Avidian Wealth Enterprises
Texas
$657K +$15.1K +345 +2%
NI
647
Numeric Investors
Massachusetts
$654K -$3.15M -71,700 -83%
HT
648
HAP Trading
New York
$654K -$1.17M -26,716 -64%
AP
649
Appleton Partners
Massachusetts
$649K -$1.2M -27,365 -65%
MNBTD
650
Moody National Bank Trust Division
Texas
$645K +$7.02K +160 +1%
24 25
26
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