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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 %
HSA
801
HBK Sorce Advisory
Pennsylvania
$258K +$21.7K +496 +9%
GIS
802
Guardian Investor Services
New York
$257K -$483 -11 -0.2%
ARMT
803
Amica Retiree Medical Trust
Rhode Island
$257K – – –
FTC
804
Farmers Trust Company
Ohio
$257K +$257K +5,855 +97,583%
MFBTD
805
MB Financial Bank - Trust Department
Illinois
$256K -$7.18M -163,741 -97%
WA
806
WFG Advisors
Texas
$256K +$27.8K +633 +12%
VHAM
807
Van Hulzen Asset Management
California
$255K – – –
FB
808
Fulton Bank
Pennsylvania
$254K -$31.2K -711 -11%
HH
809
Hilltop Holdings
Texas
$253K +$253K +5,775 New
CCA
810
Checchi Capital Advisers
California
$250K +$250K +5,687 New
SW
811
SVB Wealth
Massachusetts
$249K +$4.73K +108 +2%
ACM
812
Academy Capital Management
Texas
$248K +$8.44K +193 +4%
WT
813
Washington Trust
Rhode Island
$246K -$11.5K -262 -4%
WSTAM
814
Wilbanks Smith & Thomas Asset Management
Virginia
$245K +$245K +5,578 New
MCM
815
Manchester Capital Management
Vermont
$243K -$20K -457 -8%
PIM
816
Partner Investment Management
California
$241K +$241K +5,484 New
LIM
817
Leavell Investment Management
Alabama
$236K – – –
SLG
818
Stanley-Laman Group
Pennsylvania
$235K -$49.4K -1,127 -17%
PVWM
819
Point View Wealth Management
New Jersey
$235K +$235K +5,359 New
BFEC
820
Benjamin F. Edwards & Company
Missouri
$233K +$11K +250 +5%
MCM
821
MAI Capital Management
Ohio
$232K -$20.1K -458 -8%
GCA
822
Guardian Capital Advisors
Ontario, Canada
$231K +$231K +4,050 New
CPO
823
Cerity Partners OCIO
New York
$229K +$229K +5,211 New
WTC
824
WhitTier Trust Company
Nevada
$225K – – –
OWD
825
Osborn Williams & Donohoe
Ohio
$224K – – –
31 32
33
34 35