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Halliburton
HAL

Overview Fund Activity

996 hedge funds and large institutions have $25.7B invested in Halliburton in 2014 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 377 increasing their positions, 378 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
-58
Holders Change %
-5.5%
% of All Funds
26.58%
Holding in Top 10
16
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-64.44%
% of All Funds
0.43%
New
152
Increased
377
Reduced
378
Closed
197
Calls
$1.37B
Puts
$1.4B
Net Calls
-$32.4M
Net Calls Change
+$114M

Top Buyers

1
VH
ValueAct Holdings
California
+$822M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$326M
3
DSA
Davis Selected Advisers
Arizona
+$239M
4
Franklin Resources
Franklin Resources
California
+$223M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$175M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$481M
2
IC
Institutional Capital
Illinois
-$378M
3
AM
Appaloosa Management
Florida
-$324M
4
CCI
Columbus Circle Investors
-$252M
5
MCM
Marsico Capital Management
Colorado
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
701
Martin Currie
United Kingdom
$507K -$1.79M -45,500 -78%
AWA
702
AmeriServ Wealth Advisors
Pennsylvania
$500K +$29.8K +758 +6%
PM
703
Penbrook Management
New York
$498K +$498K +12,650 New
MIS
704
Morningstar Investment Services
Illinois
$491K +$108K +2,752 +28%
QSS
705
Quantitative Systematic Strategies
Florida
$491K +$491K +12,491 New
P
706
Pitcairn
Pennsylvania
$486K -$1.11M -28,190 -70%
MC
707
Muhlenkamp & Co
Pennsylvania
$485K -$9.39M -238,605 -95%
DD
708
Dominick & Dominick
New York
$476K +$159K +4,050 +50%
WSC
709
Wellington Shields & Co
New York
$472K – – –
OC
710
Oarsman Capital
Wisconsin
$472K +$114K +2,891 +32%
AIC
711
Argus Investors Counsel
New York
$472K +$165K +4,200 +54%
CIA
712
Covington Investment Advisors
Pennsylvania
$466K -$19.3K -490 -4%
CC
713
Curian Capital
Colorado
$454K +$83.9K +2,135 +23%
Bessemer Group
714
Bessemer Group
New Jersey
$450K +$45.1K +1,146 +11%
SAM
715
Sawgrass Asset Management
Florida
$448K -$9.84K -250 -2%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$447K +$59.3K +1,508 +15%
IAMOG
717
Investors Asset Management of Georgia
Georgia
$447K +$447K +11,360 New
EWM
718
Evercore Wealth Management
New York
$446K -$101K -2,556 -18%
BOTW
719
Bank of the West
California
$442K -$17.2K -438 -4%
NCM
720
Novare Capital Management
North Carolina
$440K – – –
FSA
721
Financial Sense Advisors
California
$439K -$2.58M -65,760 -85%
SI
722
SII Investments
Wisconsin
$438K +$76K +1,936 +21%
WF
723
Welch & Forbes
Massachusetts
$435K -$7.86K -200 -2%
CCM
724
Check Capital Management
California
$431K +$165K +4,200 +62%
AIM
725
Acuity Investment Management
Ontario, Canada
$430K +$149K +3,800 +53%
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