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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 %
MC
701
Miles Capital
Iowa
$486K -$38.7K -898 -7%
EFS
702
Essex Financial Services
Connecticut
$484K +$12.9K +300 +3%
LA
703
Lucus Advisors
New York
$484K +$484K +11,236 New
SHA
704
Smith Hayes Advisers
Nebraska
$482K -$864K -20,140 -64%
FCMC
705
Founders Capital Management (Connecticut)
Connecticut
$479K – – –
ICM
706
IMS Capital Management
Oregon
$478K +$478K +11,105 New
FFA
707
First Foundation Advisors
California
$477K +$47.5K +1,104 +11%
AIC
708
Argus Investors Counsel
New York
$474K -$43.1K -1,000 -8%
GP
709
Girard Partners
Pennsylvania
$473K +$46.8K +1,088 +11%
UOC
710
UBS O'Connor
Illinois
$468K +$468K +10,871 New
EWM
711
Evercore Wealth Management
New York
$464K – – –
OMCS
712
Old Mutual Customised Solutions
South Africa
$461K – – –
WT
713
Whittier Trust
California
$460K +$125K +2,890 +37%
SC
714
Searle & Co
Connecticut
$458K – – –
MRCM
715
M&R Capital Management
New Jersey
$458K +$17.2K +400 +4%
BRWA
716
B. Riley Wealth Advisors
Florida
$451K -$42K -973 -9%
AF
717
Allworth Financial
California
$451K – – –
ANB
718
Amarillo National Bank
Texas
$450K – – –
LNWWM
719
Laird Norton Wetherby Wealth Management
California
$448K +$24.7K +574 +6%
LIM
720
Leavell Investment Management
Alabama
$439K +$207K +4,800 +89%
WEC
721
Winslow Evans & Crocker
Massachusetts
$437K -$15.6K -362 -3%
TSS
722
Two Sigma Securities
New York
$433K +$433K +10,055 New
CCMU
723
Cheyne Capital Management (UK)
United Kingdom
$431K +$431K +10,000 New
TF
724
Tompkins Financial
New York
$420K – – –
EAM
725
Evanson Asset Management
California
$418K +$172 +4 +0%
27 28
29
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