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Halliburton
HAL

Overview Fund Activity

1,003 hedge funds and large institutions have $38B invested in Halliburton in 2016 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 334 increasing their positions, 346 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
+102
Holders Change %
+11.32%
% of All Funds
25.11%
Holding in Top 10
35
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+118.75%
% of All Funds
0.88%
New
180
Increased
334
Reduced
346
Closed
65
Calls
$1.44B
Puts
$1.78B
Net Calls
-$336M
Net Calls Change
-$271M

Top Buyers

1
CG
Carmignac Gestion
France
+$251M
2
Jennison Associates
Jennison Associates
New York
+$250M
3
DCM
Discovery Capital Management
Connecticut
+$193M
4
Citadel Advisors
Citadel Advisors
Florida
+$172M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$318M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$218M
3
SC
Sculptor Capital
New York
-$213M
4
FPA
First Pacific Advisors
California
-$168M
5
American Century Companies
American Century Companies
Missouri
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
676
Douglass Winthrop Advisors
New York
$550K – – –
RT
677
Rockland Trust
Massachusetts
$548K -$70.3K -1,300 -11%
BHBT
678
Burke & Herbert Bank & Trust
Virginia
$541K – – –
RCM
679
Riverhead Capital Management
Delaware
$533K -$162K -3,000 -23%
FCH
680
Freestone Capital Holdings
Washington
$530K +$12.1K +224 +2%
LOAME
681
Lombard Odier Asset Management (Europe)
United Kingdom
$528K – – –
EAM
682
Evanson Asset Management
California
$527K +$162 +3 +0%
PC
683
Palo Capital
California
$526K -$105K -1,947 -17%
DY
684
Dowling & Yahnke
California
$524K -$9.74K -180 -2%
WCM
685
Wunderlich Capital Managemnt
Tennessee
$521K -$8.76K -162 -2%
VFA
686
Voya Financial Advisors
Connecticut
$519K +$12.3K +227 +2%
OA
687
Oxbow Advisors
Texas
$518K – – –
LIM
688
Leavell Investment Management
Alabama
$513K – – –
ITIM
689
Indiana Trust & Investment Management
Indiana
$511K – – –
HC
690
Hawkins Capital
Texas
$508K – – –
CC
691
Cannell & Co
New York
$499K – – –
Dodge & Cox
692
Dodge & Cox
California
$498K – – –
GCA
693
Gideon Capital Advisors
New York
$498K +$498K +9,192 New
LIM
694
Lathrop Investment Management
Arkansas
$497K -$497K -9,194 -50%
SCM
695
Shelton Capital Management
Colorado
$497K – – –
CA
696
Cetera Advisors
Colorado
$497K +$40.4K +749 +9%
FIM
697
Fruth Investment Management
Texas
$490K +$2.54K +47 +0.5%
BIG
698
Bellwether Investment Group
Tennessee
$480K +$480K +8,865 New
BFO
699
Boston Family Office
Massachusetts
$479K -$10.8K -200 -2%
TAM
700
Tyers Asset Management
Texas
$477K +$477K +8,816 New
26 27
28
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