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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 %
GMIM
751
General Motors Investment Management
New York
$375K -$924K -23,517 -71%
CCM
752
Condor Capital Management
New Jersey
$374K -$198K -5,043 -35%
TYCC
753
Texas Yale Capital Corp
Florida
$372K -$30.1K -764 -7%
CAM
754
CG Asset Management
New York
$371K -$1.18M -29,961 -76%
CTA
755
Colonial Trust Advisors
South Carolina
$371K +$27.6K +700 +8%
GP
756
Girard Partners
Pennsylvania
$370K +$160K +4,077 +76%
FFA
757
First Foundation Advisors
California
$367K -$13K -330 -3%
LA
758
Lucus Advisors
New York
$364K +$364K +9,254 New
BC
759
Brinker Capital
Pennsylvania
$363K +$363K +9,240 New
Dodge & Cox
760
Dodge & Cox
California
$362K – – –
LIM
761
Lathrop Investment Management
Arkansas
$362K – – –
LNWWM
762
Laird Norton Wetherby Wealth Management
California
$361K -$30.4K -773 -8%
AP
763
Advisor Partners
California
$355K -$55.6K -1,407 -14%
FIM
764
Fruth Investment Management
Texas
$355K -$4.16K -106 -1%
DWA
765
Douglass Winthrop Advisors
New York
$355K +$6.37K +162 +2%
ACM
766
Aviance Capital Management
Florida
$353K +$37.6K +957 +12%
CWM
767
Concert Wealth Management
California
$349K -$597K -15,063 -63%
WRM
768
Westport Resources Management
Connecticut
$346K +$324K +8,240 +1,456%
SIM
769
SSI Investment Management
California
$342K -$6.09K -155 -2%
JEW
770
Jamison Eaton & Wood
New Jersey
$342K – – –
BC
771
Banced Corp
Illinois
$341K -$137K -3,476 -29%
SCA
772
STALEY CAPITAL ADVISERS
Pennsylvania
$341K – – –
PGFC
773
Peapack-Gladstone Financial Corp
New Jersey
$340K +$70K +1,780 +26%
CPS
774
Counsel Portfolio Services
Ontario, Canada
$340K -$1.43M -36,252 -81%
NPC
775
National Planning Corporation
California
$335K -$91.1K -2,314 -21%
29 30
31
32 33