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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 %
CD
651
Carl Domino
Florida
$362K -$32.1K -899 -8%
SCM
652
Shelton Capital Management
Colorado
$360K -$246K -6,900 -41%
EC
653
EJF Capital
Virginia
$357K +$357K +10,000 New
WCM
654
Wunderlich Capital Managemnt
Tennessee
$354K -$8.46K -237 -2%
FG
655
Fiduciary Group
Georgia
$350K -$17.7K -495 -5%
EAM
656
Evanson Asset Management
California
$348K +$215 +6 +0.1%
CA
657
Cetera Advisors
Colorado
$346K -$12.4K -347 -3%
EFS
658
Essex Financial Services
Connecticut
$340K -$55.7K -1,557 -14%
TPWA
659
TRUE Private Wealth Advisors
Oregon
$338K +$338K +9,460 New
WT
660
Whittier Trust
California
$334K -$38.9K -1,090 -10%
VFA
661
Voya Financial Advisors
Connecticut
$333K -$51.2K -1,420 -13%
CWM
662
Concert Wealth Management
California
$331K +$545 +15 +0.2%
HHMI
663
Howard Hughes Medical Institute
Maryland
$331K +$331K +9,257 New
BFO
664
Boston Family Office
Massachusetts
$330K – – –
Dodge & Cox
665
Dodge & Cox
California
$329K – – –
LIM
666
Lathrop Investment Management
Arkansas
$328K – – –
ICM
667
IMS Capital Management
Oregon
$326K -$50K -1,400 -13%
MI
668
Montage Investments
Kansas
$326K +$326K +9,114 New
FIM
669
Fruth Investment Management
Texas
$325K – – –
FCH
670
Freestone Capital Holdings
Washington
$325K +$4.57K +128 +1%
SW
671
SVB Wealth
Massachusetts
$319K -$75K -2,104 -19%
CC
672
Cannell & Co
New York
$317K -$42.9K -1,200 -12%
CCM
673
Check Capital Management
California
$313K -$107K -3,000 -26%
MYAM
674
Meiji Yasuda Asset Management
Japan
$311K -$13.6K -380 -4%
SCA
675
STALEY CAPITAL ADVISERS
Pennsylvania
$309K – – –
25 26
27
28 29