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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 %
CA
676
Cetera Advisors
Colorado
$544K +$59.7K +1,390 +12%
WRM
677
Westport Resources Management
Connecticut
$539K +$38.8K +900 +8%
SAM
678
Sawgrass Asset Management
Florida
$539K +$48.5K +1,125 +10%
AF
679
Arrow Financial
New York
$536K -$344K -7,979 -39%
CCM
680
Check Capital Management
California
$536K +$4.31K +100 +0.8%
CWM
681
Confluence Wealth Management
Oregon
$530K +$22.3K +517 +4%
BHB
682
Bank Hapoalim BM
Israel
$528K -$129K -3,002 -20%
OC
683
Oarsman Capital
Wisconsin
$526K +$8.65K +201 +2%
WWM
684
Willingdon Wealth Management
North Carolina
$521K -$30.1K -700 -5%
SIG
685
Schooner Investment Group
Pennsylvania
$520K -$312K -7,500 -38%
WSC
686
Wellington Shields & Co
New York
$517K – – –
FMB
687
Field & Main Bank
Kentucky
$516K -$2.15K -50 -0.4%
CM
688
CoreCommodity Management
Connecticut
$516K – – –
P
689
Pitcairn
Pennsylvania
$515K -$13.6K -316 -3%
RA
690
Rational Advisors
New York
$513K -$2.53M -58,700 -83%
VIA
691
Vident Investment Advisory
Georgia
$512K +$53K +1,231 +12%
ZB
692
Zions Bancorporation
Utah
$507K +$368K +8,536 +265%
NG
693
NatWest Group
United Kingdom
$506K -$61.1K -1,419 -11%
ECM
694
Element Capital Management
New York
$504K +$504K +11,700 New
ACM
695
Argentus Capital Management
Texas
$499K +$8.4K +195 +2%
JIR
696
James Investment Research
Ohio
$498K -$53.7K -1,245 -10%
AWA
697
AmeriServ Wealth Advisors
Pennsylvania
$497K -$9.68K -225 -2%
AIM
698
Assured Investment Management
New York
$491K +$491K +11,393 New
CTA
699
Colonial Trust Advisors
South Carolina
$490K +$10.8K +250 +2%
IAMOG
700
Investors Asset Management of Georgia
Georgia
$489K – – –
26 27
28
29 30