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Halliburton
HAL

Overview Fund Activity

983 hedge funds and large institutions have $29.1B invested in Halliburton in 2015 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 379 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
+9
Holders Change %
+0.92%
% of All Funds
26.51%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.57%
New
94
Increased
352
Reduced
379
Closed
74
Calls
$1.67B
Puts
$1.5B
Net Calls
+$166M
Net Calls Change
+$468M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$375M
2
Citadel Advisors
Citadel Advisors
Florida
+$266M
3
VH
ValueAct Holdings
California
+$162M
4
Millennium Management
Millennium Management
New York
+$124M
5
American Century Companies
American Century Companies
Missouri
+$121M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$505M
2
DSA
Davis Selected Advisers
Arizona
-$381M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$174M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
651
Stephens Inc
Arkansas
$630K -$45.2K -1,049 -7%
AGA
652
Accuvest Global Advisors
Utah
$630K – – –
GJCM
653
Grand Jean Capital Management
California
$623K +$623K +14,460 New
CTI
654
Community Trust & Investment
Kentucky
$621K -$3.23K -75 -0.5%
MYAM
655
Meiji Yasuda Asset Management
Japan
$616K -$115K -2,670 -16%
SPC
656
Sigma Planning Corp
Michigan
$608K -$69K -1,602 -10%
ACP
657
Ashfield Capital Partners
California
$608K – – –
WS
658
Wedbush Securities
California
$608K +$21.1K +490 +4%
HT
659
HighTower Trust
Texas
$607K – – –
Jones Financial Companies
660
Jones Financial Companies
Missouri
$603K +$229K +5,313 +61%
LW
661
Linscomb Wealth
Texas
$595K -$8.7K -202 -1%
ANRIA
662
American National Registered Investment Advisor
Texas
$594K – – –
DC
663
Davenport & Co
Virginia
$587K -$1.01M -23,493 -63%
CIA
664
Capital Investment Advisors
Georgia
$587K -$4.3K -100 -0.7%
AP
665
Advisor Partners
California
$583K +$55.1K +1,258 +10%
SI
666
Standard Investments
New York
$579K +$579K +13,451 New
KL
667
KWMG LLC
Kansas
$578K +$10.6K +245 +2%
HCM
668
Howland Capital Management
Massachusetts
$574K -$4.31K -100 -0.7%
CCM
669
Catawba Capital Management
Virginia
$573K -$8.62K -200 -1%
TCM
670
Tradition Capital Management
New Jersey
$573K – – –
WIS
671
Wright Investors Service
Connecticut
$567K -$775 -18 -0.1%
RCAG
672
Rehmann Capital Advisory Group
Michigan
$565K +$97.9K +2,273 +21%
CD
673
Carl Domino
Florida
$558K -$4.95K -115 -0.9%
GIA
674
Guyasuta Investment Advisors
Pennsylvania
$552K – – –
AssetMark Inc
675
AssetMark Inc
California
$545K +$41.9K +974 +8%
25 26
27
28 29