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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 %
HCM
626
Hollencrest Capital Management
California
$425K -$57.6K -1,613 -12%
DI
627
Diligent Investors
California
$424K -$32.6K -914 -7%
GLA
628
Great Lakes Advisors
Illinois
$405K -$606K -16,970 -60%
DPIM
629
Duff & Phelps Investment Management
Illinois
$405K -$94.3K -2,640 -19%
SSA
630
Schonfeld Strategic Advisors
New York
$403K +$403K +11,273 New
Victory Capital Management
631
Victory Capital Management
Texas
$401K -$10.6K -297 -3%
FCMC
632
Founders Capital Management (Connecticut)
Connecticut
$401K +$15.6K +435 +4%
CTA
633
Colonial Trust Advisors
South Carolina
$397K -$5.35K -150 -1%
SAM
634
Sawgrass Asset Management
Florida
$394K – – –
AIC
635
Argus Investors Counsel
New York
$393K – – –
WRM
636
Westport Resources Management
Connecticut
$388K -$24.7K -690 -6%
OMCS
637
Old Mutual Customised Solutions
South Africa
$382K – – –
SHA
638
Smith Hayes Advisers
Nebraska
$381K -$26.1K -731 -6%
OIA
639
Optimum Investment Advisors
Illinois
$376K -$104K -2,903 -22%
AP
640
Advisor Partners
California
$375K +$19.1K +533 +5%
EHWM
641
Eads & Heald Wealth Management
Georgia
$375K +$32.6K +915 +10%
SC
642
Searle & Co
Connecticut
$374K – – –
AF
643
Allworth Financial
California
$374K – – –
I2I
644
Insight 2811 Inc
Illinois
$374K +$374K +10,468 New
OC
645
Oarsman Capital
Wisconsin
$373K -$28.2K -790 -7%
ANB
646
Amarillo National Bank
Texas
$373K – – –
DC
647
Davenport & Co
Virginia
$371K +$5K +140 +1%
IAMOG
648
Investors Asset Management of Georgia
Georgia
$370K – – –
LIM
649
Leavell Investment Management
Alabama
$369K -$3.57K -100 -1%
DWA
650
Douglass Winthrop Advisors
New York
$363K – – –
24 25
26
27 28