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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
1
ValueAct Holdings
California
$1.48B
2
Franklin Resources
2
Franklin Resources
California
$869M
3
Harris Associates
3
Harris Associates
Illinois
$594M
4
VAM
4
Veritas Asset Management
United Kingdom
$278M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.62B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$931M
2
Ameriprise
2
Ameriprise
Minnesota
$278M
3
BTS
3
BB&T Securities
Virginia
$5.74M
4
Wells Fargo
4
Wells Fargo
California
$101M
5
JHIU
5
Janus Henderson Investors US
Colorado
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCMC
701
Founders Capital Management (Connecticut)
Connecticut
$488K +$488K +11,130 New
EFS
702
Essex Financial Services
Connecticut
$480K +$58.2K +1,325 +14%
RCAG
703
Rehmann Capital Advisory Group
Michigan
$476K -$23K -523 -5%
EWM
704
Evercore Wealth Management
New York
$473K -$22K -504 -4%
BMCMI
705
Bryn Mawr Capital Management Inc
Pennsylvania
$471K -$465K -10,600 -50%
AIM
706
Acuity Investment Management
Ontario, Canada
$471K -$8.77K -200 -2%
OMCS
707
Old Mutual Customised Solutions
South Africa
$470K – – –
VIA
708
Vident Investment Advisory
Georgia
$468K +$468K +10,667 New
SC
709
Searle & Co
Connecticut
$467K – – –
CIC
710
Cornercap Investment Counsel
Georgia
$464K -$2.19K -50 -0.5%
WEC
711
Winslow Evans & Crocker
Massachusetts
$461K -$3.33K -76 -0.7%
AF
712
Allworth Financial
California
$459K – – –
ANB
713
Amarillo National Bank
Texas
$458K – – –
PL
714
Parkwood LLC
Ohio
$458K +$458K +10,432 New
MRCM
715
M&R Capital Management
New Jersey
$449K +$4.39K +100 +1%
NIMI
716
Natixis Investment Managers International
France
$445K +$18.2K +415 +4%
HHGA
717
Halbert Hargrove Global Advisors
California
$441K +$190K +4,336 +76%
VAM
718
Visium Asset Management
New York
$439K -$583K -13,274 -57%
FFA
719
First Foundation Advisors
California
$438K +$28.3K +646 +7%
GP
720
Girard Partners
Pennsylvania
$435K +$21.6K +492 +5%
MA
721
Montag & Associates
Georgia
$432K – – –
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$432K +$29.3K +667 +7%
BFO
723
Boston Family Office
Massachusetts
$428K -$43.6K -994 -9%
TF
724
Tompkins Financial
New York
$428K +$93.9K +2,140 +28%
EAM
725
Evanson Asset Management
California
$426K +$175 +4 +0%
27 28
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