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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 %
PGIM
651
Pacific Global Investment Management
California
$706K +$53.1K +1,351 +8%
KC
652
Kingfisher Capital
North Carolina
$706K +$706K +17,962 New
LOAMS
653
Lombard Odier Asset Management (Switzerland)
Switzerland
$702K -$8.48M -215,685 -92%
FAM
654
Foothills Asset Management
Arizona
$702K -$920K -23,395 -57%
LIA
655
LS Investment Advisors
Michigan
$697K +$16.7K +425 +2%
HCA
656
Harbour Capital Advisors
Virginia
$696K +$116K +2,945 +20%
IH
657
IFC Holdings
Florida
$693K +$493K +12,335 +247%
CSS
658
Cubist Systematic Strategies
Connecticut
$688K +$212K +5,398 +45%
FAAS
659
First Allied Advisory Services
California
$680K +$351K +8,915 +107%
CI
660
Constellation Investments
Ohio
$676K +$27.5K +700 +4%
SWP
661
Stratos Wealth Partners
Ohio
$675K +$227K +5,775 +51%
PAG
662
Private Advisor Group
New Jersey
$674K +$75.9K +1,930 +13%
HRIA
663
Haberer Registered Investment Advisor
Ohio
$673K -$173K -4,410 -20%
Fifth Third Bancorp
664
Fifth Third Bancorp
Ohio
$658K -$721K -18,328 -52%
NFG
665
Next Financial Group
Texas
$655K +$2.83K +72 +0.4%
GLRA
666
Gerald L. Ray & Associates
Texas
$652K +$136K +3,457 +26%
FA
667
FMA Advisory
Pennsylvania
$636K +$636K +16,179 New
Envestnet Asset Management
668
Envestnet Asset Management
Illinois
$634K -$838K -21,313 -57%
FSC
669
Fiduciary Services Corp
Georgia
$629K -$158K -4,025 -20%
DPIM
670
Duff & Phelps Investment Management
Illinois
$628K -$40.1K -1,020 -6%
MC
671
Montag & Caldwell
Georgia
$628K +$88.3K +2,247 +16%
AIP
672
Ameritas Investment Partners
Nebraska
$625K +$12.8K +325 +2%
SAG
673
Sterne Agee Group
Alabama
$622K +$48.2K +1,224 +8%
SI
674
Stephens Inc
Arkansas
$616K -$202K -5,127 -25%
NSEDCP
675
NJ State Employees Deferred Compensation Plan
New Jersey
$600K – – –
25 26
27
28 29