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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 %
AssetMark Inc
726
AssetMark Inc
California
$429K +$17.4K +442 +4%
EWM
727
Edge Wealth Management
New York
$424K +$424K +10,763 New
BFO
728
Boston Family Office
Massachusetts
$423K – – –
CEP
729
Chicago Equity Partners
Illinois
$421K -$605K -15,380 -59%
OMCS
730
Old Mutual Customised Solutions
South Africa
$421K -$19.7K -500 -4%
CIC
731
Cornercap Investment Counsel
Georgia
$418K +$418K +10,634 New
SC
732
Searle & Co
Connecticut
$418K +$418K +10,649 New
PMG
733
ProVise Management Group
Florida
$417K +$118K +3,004 +40%
WEC
734
Winslow Evans & Crocker
Massachusetts
$416K -$158K -4,028 -28%
Acadian Asset Management
735
Acadian Asset Management
Massachusetts
$414K +$414K +10,534 New
AF
736
Allworth Financial
California
$412K – – –
ANB
737
Amarillo National Bank
Texas
$411K – – –
RG
738
Rathbones Group
United Kingdom
$402K +$15K +382 +4%
MRCM
739
M&R Capital Management
New Jersey
$399K +$7.08K +180 +2%
WA
740
Winfield Associates
Ohio
$397K -$1.03M -26,126 -72%
BBA
741
BLB&B Advisors
Pennsylvania
$395K +$106K +2,686 +36%
MFP
742
Michael F. Price
$393K +$393K +10,000 New
ACP
743
Aviance Capital Partners
Florida
$390K -$310K -7,900 -44%
MA
744
Montag & Associates
Georgia
$387K -$47.1K -1,200 -11%
NIMI
745
Natixis Investment Managers International
France
$383K +$383K +9,731 New
EAM
746
Evanson Asset Management
California
$382K +$39.4K +1,000 +11%
FMBTD
747
First Midwest Bank Trust Division
Illinois
$381K -$132K -3,350 -26%
CAN
748
Cetera Advisor Networks
California
$379K -$23.6K -597 -6%
CA
749
Cetera Advisors
Colorado
$379K +$105K +2,643 +38%
EFS
750
Essex Financial Services
Connecticut
$378K +$189K +4,805 +100%
28 29
30
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