HAL icon

Halliburton
HAL

Overview Fund Activity

891 hedge funds and large institutions have $24.3B invested in Halliburton in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 302 increasing their positions, 387 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
-29
Holders Change %
-3.15%
% of All Funds
23.78%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
73
Increased
302
Reduced
387
Closed
94
Calls
$666M
Puts
$767M
Net Calls
-$101M
Net Calls Change
-$320M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2B
2
Capital World Investors
Capital World Investors
California
$915M
3
Franklin Resources
Franklin Resources
California
$998M
4
WRF
Waddell & Reed Financial
Kansas
$593M
5
Pzena Investment Management
Pzena Investment Management
New York
$126M

Top Sellers

1
VH
ValueAct Holdings
California
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$671M
4
Citadel Advisors
Citadel Advisors
Florida
$54.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
726
Montgomery Investment Management
Maryland
$219K -$677 -19 -0.3%
AP
727
Appleton Partners
Massachusetts
$216K -$150K -4,211 -41%
SAM
728
SignalPoint Asset Management
Missouri
$216K -$3.56K -100 -2%
CT
729
Chicago Trust
Illinois
$214K – – –
UFG
730
United Fire Group
Iowa
$214K – – –
RA
731
Rational Advisors
New York
$214K +$214K +6,000 New
MCM
732
MAI Capital Management
Ohio
$212K -$8.92K -250 -4%
BBA
733
BLB&B Advisors
Pennsylvania
$212K – – –
PWLP
734
Prio Wealth Limited Partnership
Massachusetts
$212K – – –
ARMT
735
Amica Retiree Medical Trust
Rhode Island
$209K – – –
IH
736
IFC Holdings
Florida
$208K -$706 -20 -0.3%
PAM
737
PartnerRe Asset Management
Connecticut
$208K +$3.57K +100 +2%
Royal London Asset Management
738
Royal London Asset Management
United Kingdom
$207K +$197K +7,050,522 +1,994%
BRWA
739
B. Riley Wealth Advisors
Florida
$206K -$89.8K -2,521 -30%
IR
740
Invictus RG
Bermuda
$204K +$179K +4,991 +703%
CL
741
CPWM LLC
Washington
$204K +$204K +5,708 New
CWM
742
CIBC World Markets
New York
$200K +$200K +5,591 New
WT
743
Washington Trust
Rhode Island
$200K +$200K +5,600 New
FMII
744
Farmers & Merchants Investments Inc
Nebraska
$198K +$7.84K +219 +4%
ACM
745
Argentus Capital Management
Texas
$197K +$34.6K +968 +21%
CCM
746
Colorado Capital Management
Colorado
$196K -$28.5K -800 -13%
PAIA
747
Park Avenue Institutional Advisers
New York
$193K -$5.44K -152 -3%
CCA
748
Checchi Capital Advisers
California
$190K -$29.5K -823 -13%
TCOV
749
Trust Company of Vermont
Vermont
$190K -$7.99K -224 -4%
IA
750
IndexIQ Advisors
New York
$187K +$145K +4,056 +347%
28 29
30
31 32