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Halliburton
HAL

Overview Fund Activity

974 hedge funds and large institutions have $29.2B invested in Halliburton in 2015 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 357 increasing their positions, 381 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
-22
Holders Change %
-2.21%
% of All Funds
25.98%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
106
Increased
357
Reduced
381
Closed
114
Calls
$1.18B
Puts
$1.48B
Net Calls
-$303M
Net Calls Change
-$270M

Top Buyers

1
VH
1
ValueAct Holdings
California
$1.48B
2
Franklin Resources
2
Franklin Resources
California
$869M
3
Harris Associates
3
Harris Associates
Illinois
$594M
4
VAM
4
Veritas Asset Management
United Kingdom
$278M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.62B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$931M
2
Ameriprise
2
Ameriprise
Minnesota
$278M
3
BTS
3
BB&T Securities
Virginia
$5.74M
4
Wells Fargo
4
Wells Fargo
California
$101M
5
JHIU
5
Janus Henderson Investors US
Colorado
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
776
Farmers & Merchants Investments Inc
Nebraska
$285K +$127K +2,900 +81%
PNAA
777
Pictet North America Advisors
Switzerland
$285K +$285K +6,500 New
VAM
778
Verity Asset Management
North Carolina
$283K -$596K -13,578 -68%
EHWM
779
Eads & Heald Wealth Management
Georgia
$282K +$21.7K +495 +8%
TCOV
780
Trust Company of Vermont
Vermont
$282K +$31.5K +715 +13%
AIM
781
Aspen Investment Management
Michigan
$280K +$11.4K +260 +4%
CBT
782
Central Bank & Trust
Kentucky
$276K -$896K -20,421 -76%
Victory Capital Management
783
Victory Capital Management
Texas
$273K -$3.67M -83,693 -93%
MIM
784
Montgomery Investment Management
Maryland
$271K – – –
OA
785
Oxbow Advisors
Texas
$270K – – –
CIC
786
Crawford Investment Counsel
Georgia
$269K +$269K +6,120 New
HCM
787
Hollencrest Capital Management
California
$268K +$40.1K +913 +18%
MAM
788
Mizuho Asset Management
Japan
$268K +$97.6K +2,227 +57%
TH
789
TCTC Holdings
Texas
$267K – – –
AI
790
Atria Investments
North Carolina
$266K +$1.71K +39 +0.6%
BCM
791
Becker Capital Management
Oregon
$265K +$8.12K +185 +3%
MBTD
792
Mechanics Bank - Trust Department
California
$263K – – –
TA
793
Teton Advisors
New York
$263K – – –
VFA
794
Voya Financial Advisors
Connecticut
$263K +$263K +6,008 New
TFA
795
Toth Financial Advisory
Virginia
$262K +$262K +5,969 New
SIP
796
Stoneridge Investment Partners
Pennsylvania
$261K – – –
CAM
797
Carret Asset Management
New York
$261K – – –
UFF
798
USA Financial Formulas
Michigan
$261K +$261K +5,953 New
PWLP
799
Prio Wealth Limited Partnership
Massachusetts
$260K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
800
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$259K +$259K +5,900 New
30 31
32
33 34