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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 %
GMIM
651
General Motors Investment Management
New York
$643K +$224K +5,106 +53%
AGA
652
Accuvest Global Advisors
Utah
$642K -$799K -18,211 -55%
SI
653
SII Investments
Wisconsin
$638K +$149K +3,406 +31%
CTI
654
Community Trust & Investment
Kentucky
$636K -$1.54K -35 -0.2%
CAN
655
Cetera Advisor Networks
California
$635K +$215K +4,905 +51%
KL
656
KWMG LLC
Kansas
$634K +$634K +13,172 New
FCI
657
Financial Counselors Inc
Kansas
$620K -$11.8K -269 -2%
HT
658
HighTower Trust
Texas
$619K -$21.1K -480 -3%
ACP
659
Ashfield Capital Partners
California
$619K – – –
JT
660
Jump Trading
Illinois
$617K -$1.09M -24,928 -64%
LW
661
Linscomb Wealth
Texas
$615K +$18.2K +414 +3%
PMG
662
ProVise Management Group
Florida
$607K +$141K +3,216 +30%
ANRIA
663
American National Registered Investment Advisor
Texas
$605K -$31.6K -720 -5%
CIA
664
Capital Investment Advisors
Georgia
$603K -$5.71K -130 -0.9%
WS
665
Wedbush Securities
California
$598K -$63.8K -1,454 -10%
CCM
666
Catawba Capital Management
Virginia
$592K -$21.9K -500 -4%
HCM
667
Howland Capital Management
Massachusetts
$589K -$17.5K -400 -3%
TCM
668
Tradition Capital Management
New Jersey
$584K – – –
WIS
669
Wright Investors Service
Connecticut
$578K -$58.2K -1,327 -9%
NG
670
NatWest Group
United Kingdom
$578K -$7.99K -182 -1%
WP
671
WealthPLAN Partners
Nebraska
$577K +$577K +13,099 New
CD
672
Carl Domino
Florida
$574K -$485K -11,046 -46%
BOTW
673
Bank of the West
California
$563K +$70.6K +1,611 +14%
JIR
674
James Investment Research
Ohio
$562K -$403K -9,180 -42%
WWM
675
Willingdon Wealth Management
North Carolina
$562K -$302K -6,876 -35%
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