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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 %
TF
801
Tompkins Financial
New York
$299K -$109K -2,775 -27%
Koshinski Asset Management
802
Koshinski Asset Management
Illinois
$285K +$285K +7,247 New
LCM
803
Landscape Capital Management
New Jersey
$283K +$283K +7,200 New
UB
804
UMB Bank
Missouri
$282K -$20.6K -522 -7%
SOAMC
805
Spirit of America Management Corp
New York
$279K – – –
TAM
806
TPH Asset Management
Texas
$268K +$268K +6,810 New
NES
807
New England Securities
New York
$260K +$103K +2,610 +65%
BT
808
Beacon Trust
New Jersey
$259K -$3.54M -89,870 -93%
IRS
809
Invictus RG (Singapore)
Singapore
$259K +$7.03K +179 +3%
DY
810
Dowling & Yahnke
California
$258K +$42K +1,068 +19%
FB
811
Fulton Bank
Pennsylvania
$256K -$591K -14,988 -70%
SLG
812
Stanley-Laman Group
Pennsylvania
$255K +$118K +3,001 +86%
GA
813
Geneva Advisors
Illinois
$254K -$19.3M -490,616 -99%
WBG
814
Wharton Business Group
Pennsylvania
$249K -$4.09M -103,875 -94%
CAM
815
Cypress Asset Management
Texas
$249K -$23.9K -606 -9%
CIC
816
Carnegie Investment Counsel
Ohio
$249K +$7.69K +191 +3%
MIM
817
Montgomery Investment Management
Maryland
$243K +$118K +3,000 +95%
OA
818
Oxbow Advisors
Texas
$242K – – –
AIM
819
Aspen Investment Management
Michigan
$241K -$23.6K -600 -9%
SAM
820
SignalPoint Asset Management
Missouri
$240K -$19.6K -498 -8%
TH
821
TCTC Holdings
Texas
$239K – – –
AI
822
Atria Investments
North Carolina
$236K -$217K -5,528 -48%
MCM
823
Manchester Capital Management
Vermont
$236K -$21.4K -545 -8%
MBTD
824
Mechanics Bank - Trust Department
California
$236K – – –
TA
825
Teton Advisors
New York
$236K +$78.7K +2,000 +50%
31 32
33
34 35