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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 %
CK
776
Cohen Klingenstein
New York
$334K – – –
1GA
777
1st Global Advisors
Texas
$334K +$16.6K +421 +5%
SGAM
778
Steinberg Global Asset Management
Florida
$332K +$10.1K +256 +3%
FMT
779
First Mercantile Trust
Tennessee
$330K -$750K -19,099 -69%
B
780
BancorpSouth
Mississippi
$330K -$18.4K -469 -5%
BAAM
781
Baker Avenue Asset Management
California
$330K +$184K +4,690 +127%
ATC
782
Argent Trust Co
Tennessee
$328K +$328K +8,350 New
CIM
783
CenturyLink Investment Management
Colorado
$325K – – –
KA
784
KLCM Advisors
Wisconsin
$323K +$197K +5,000 +156%
MCC
785
Mid Continent Capital
Illinois
$322K +$176K +4,475 +121%
ST
786
SpiderRock Trading
Illinois
$320K -$13K – –
SCI
787
S&CO Inc
Massachusetts
$320K +$60.2K +1,530 +23%
SAM
788
Security Asset Management
New York
$320K +$320K +8,128 New
FMLI
789
Fukoku Mutual Life Insurance
Japan
$319K -$31.5K -800 -9%
CNBT
790
Canandaigua National Bank & Trust
New York
$318K -$10.4K -265 -3%
CC
791
Cannell & Co
New York
$318K +$55.9K +1,420 +21%
CS
792
Credential Securities
$316K +$44.9K +1,142 +17%
CA
793
Cornerstone Advisors
North Carolina
$315K – – –
FA
794
FDx Advisors
Illinois
$314K -$363K -9,236 -54%
Jones Financial Companies
795
Jones Financial Companies
Missouri
$313K +$62.6K +1,592 +25%
FNBSF
796
First National Bank Sioux Falls
South Dakota
$312K – – –
SI
797
Scharf Investments
California
$311K -$71.6M -1,822,847 -100%
WT
798
Whittier Trust
California
$306K -$143K -3,640 -32%
NIM
799
NXG Investment Management
Texas
$305K -$2.61M -66,193 -90%
KJHP
800
K.J. Harrison & Partners
Ontario, Canada
$303K +$303K +7,700 New
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32
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