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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 %
OC
751
Oakworth Capital
Alabama
$186K +$29.6K +830 +19%
WTC
752
WhitTier Trust Company
Nevada
$183K – – –
AF
753
Arrow Financial
New York
$178K -$27.7K -775 -13%
IWM
754
Integrated Wealth Management
California
$172K +$2.89K +81 +2%
AssetMark Inc
755
AssetMark Inc
California
$166K -$27K -756 -14%
CAL
756
Capital Analysts LLC
Pennsylvania
$163K – – –
TF
757
Tompkins Financial
New York
$163K – – –
HDIM
758
Hanson & Doremus Investment Management
Vermont
$160K -$12.3K -345 -7%
ZB
759
Zions Bancorporation
Utah
$156K -$208K -5,746 -57%
WA
760
WFG Advisors
Texas
$156K -$33.6K -938 -18%
CFA
761
CT Financial Advisors
Pennsylvania
$150K +$143 +4 +0.1%
ANBT
762
American National Bank & Trust
Texas
$149K – – –
WA
763
Winfield Associates
Ohio
$146K -$3.58K -100 -2%
AIM
764
Advantage Investment Management
Iowa
$143K -$47K -1,317 -25%
IIC
765
Integrated Investment Consultants
Michigan
$140K +$140K +3,756 New
FIB
766
First Interstate Bank
Montana
$129K – – –
AW
767
Alpha Windward
Massachusetts
$127K -$215 -6 -0.2%
S
768
SignatureFD
Georgia
$126K +$41.4K +1,156 +49%
WG
769
Welch Group
Alabama
$121K – – –
KF
770
Krilogy Financial
Missouri
$120K +$120K +3,359 New
RAM
771
Riggs Asset Management
Pennsylvania
$118K -$8.61K -240 -7%
ST
772
Smithfield Trust
Pennsylvania
$115K -$464 -13 -0.4%
GLI
773
Guardian Life Insurance
New York
$113K -$31.9K -895 -22%
M
774
MOTCO
Texas
$113K -$3.54K -99 -3%
WAM
775
Wealthspire Advisors (Maryland)
Maryland
$111K -$13.6K -379 -11%
29 30
31
32 33