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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 %
GIA
676
Guyasuta Investment Advisors
Pennsylvania
$562K -$8.77K -200 -2%
HCM
677
Hayman Capital Management
Texas
$552K +$552K +12,578 New
MIS
678
Morningstar Investment Services
Illinois
$547K +$88 +2 +0%
CCM
679
Check Capital Management
California
$542K +$61.4K +1,400 +13%
P
680
Pitcairn
Pennsylvania
$539K -$4.18K -95 -0.8%
PCM
681
Prelude Capital Management
New York
$535K -$315K -7,179 -37%
MC
682
Miles Capital
Iowa
$535K +$535K +12,184 New
AP
683
Advisor Partners
California
$529K +$135K +3,074 +34%
FMB
684
Field & Main Bank
Kentucky
$528K +$325K +7,400 +160%
AIC
685
Argus Investors Counsel
New York
$527K – – –
WSC
686
Wellington Shields & Co
New York
$527K – – –
OC
687
Oarsman Capital
Wisconsin
$527K +$1.1K +25 +0.2%
CM
688
CoreCommodity Management
Connecticut
$525K -$817K -18,627 -61%
CWM
689
Confluence Wealth Management
Oregon
$518K +$518K +11,794 New
AWA
690
AmeriServ Wealth Advisors
Pennsylvania
$517K -$40.6K -925 -7%
AssetMark Inc
691
AssetMark Inc
California
$513K +$34.6K +788 +7%
WRM
692
Westport Resources Management
Connecticut
$509K +$123K +2,805 +32%
QSS
693
Quantitative Systematic Strategies
Florida
$507K -$40.1K -915 -7%
BRWA
694
B. Riley Wealth Advisors
Florida
$501K -$37.1K -846 -7%
SAM
695
Sawgrass Asset Management
Florida
$499K – – –
ACM
696
Argentus Capital Management
Texas
$499K +$499K +11,383 New
IAMOG
697
Investors Asset Management of Georgia
Georgia
$498K – – –
CA
698
Cetera Advisors
Colorado
$493K +$74.2K +1,698 +18%
1GA
699
1st Global Advisors
Texas
$491K +$118K +2,700 +32%
CTA
700
Colonial Trust Advisors
South Carolina
$488K +$74.6K +1,700 +18%
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