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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 %
BC
726
Brinker Capital
Pennsylvania
$419K +$13.2K +300 +3%
RG
727
Rathbones Group
United Kingdom
$417K -$31.6K -720 -7%
SFP
728
Santa Fe Partners
New Mexico
$415K -$1.63M -37,185 -80%
DAS
729
Dynamic Advisor Solutions
Arizona
$406K +$406K +9,249 New
Dodge & Cox
730
Dodge & Cox
California
$404K – – –
NCM
731
Novare Capital Management
North Carolina
$403K -$87.8K -2,000 -18%
LIM
732
Lathrop Investment Management
Arkansas
$403K – – –
WA
733
Winfield Associates
Ohio
$400K -$42.5K -969 -10%
FIM
734
Fruth Investment Management
Texas
$394K -$2.32K -53 -0.6%
BDF
735
Balasa Dinverno & Foltz
$392K +$392K +8,944 New
NPC
736
National Planning Corporation
California
$390K -$19.1K -398 -5%
FA
737
FDx Advisors
Illinois
$390K +$40K +913 +11%
SCI
738
S&CO Inc
Massachusetts
$389K +$32.7K +745 +9%
CSS
739
Cubist Systematic Strategies
Connecticut
$386K -$382K -8,690 -50%
Jones Financial Companies
740
Jones Financial Companies
Missouri
$382K +$32.1K +731 +9%
MC
741
Montag & Caldwell
Georgia
$381K -$321K -7,300 -46%
W
742
Wealthfront
California
$381K +$174K +3,970 +84%
SCA
743
STALEY CAPITAL ADVISERS
Pennsylvania
$380K – – –
CPS
744
Counsel Portfolio Services
Ontario, Canada
$379K – – –
CK
745
Cohen Klingenstein
New York
$373K – – –
ATC
746
Argent Trust Co
Tennessee
$372K +$5.83K +133 +2%
Acadian Asset Management
747
Acadian Asset Management
Massachusetts
$363K -$98.8K -2,254 -21%
LBA
748
Letko, Brosseau & Associates
Quebec, Canada
$362K +$362K +8,250 New
CS
749
Comerica Securities
Michigan
$361K +$361K +8,225 New
DY
750
Dowling & Yahnke
California
$360K +$71.9K +1,639 +25%
28 29
30
31 32