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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 %
W
726
Wealthfront
California
$415K +$41.3K +960 +11%
BFO
727
Boston Family Office
Massachusetts
$409K -$10.8K -250 -3%
BTS
728
BB&T Securities
Virginia
$407K -$156K -3,617 -28%
CS
729
Comerica Securities
Michigan
$404K +$49.6K +1,151 +14%
RG
730
Rathbones Group
United Kingdom
$399K -$10.3K -240 -3%
Victory Capital Management
731
Victory Capital Management
Texas
$399K +$138K +3,281 +53%
WA
732
Winfield Associates
Ohio
$397K +$4.61K +107 +1%
AIA
733
Avalon Investment & Advisory
Texas
$397K +$397K +9,212 New
Dodge & Cox
734
Dodge & Cox
California
$396K – – –
NCM
735
Novare Capital Management
North Carolina
$396K – – –
LIM
736
Lathrop Investment Management
Arkansas
$396K – – –
Rafferty Asset Management
737
Rafferty Asset Management
New York
$395K +$395K +9,180 New
MCWS
738
McKinley Carter Wealth Services
West Virginia
$392K +$392K +9,097 New
QAM
739
Quantres Asset Management
Cayman Islands
$392K +$392K +9,100 New
FIM
740
Fruth Investment Management
Texas
$387K – – –
MA
741
Montag & Associates
Georgia
$383K -$40.9K -950 -10%
SCI
742
S&CO Inc
Massachusetts
$383K +$861 +20 +0.2%
PPSG
743
Princeton Portfolio Strategies Group
New Jersey
$377K +$377K +8,750 New
SCA
744
STALEY CAPITAL ADVISERS
Pennsylvania
$373K – – –
GLA
745
Great Lakes Advisors
Illinois
$373K +$373K +8,660 New
DIP
746
DT Investment Partners
Pennsylvania
$373K +$373K +8,674 New
CWM
747
Concert Wealth Management
California
$367K +$367K +8,635 New
CK
748
Cohen Klingenstein
New York
$366K – – –
RHBC
749
R.H. Bluestein & Co
Michigan
$360K +$12.9K +300 +4%
WF
750
Welch & Forbes
Massachusetts
$358K +$9.26K +215 +3%
28 29
30
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