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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 %
CAM
826
Carret Asset Management
New York
$234K -$9.83K -250 -4%
SIP
827
Stoneridge Investment Partners
Pennsylvania
$234K +$234K +5,950 New
PWLP
828
Prio Wealth Limited Partnership
Massachusetts
$233K – – –
PTC
829
Private Trust Company
Ohio
$233K +$81.4K +2,075 +54%
EHWM
830
Eads & Heald Wealth Management
Georgia
$233K +$233K +5,935 New
SACTSONJ
831
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$232K – – –
Tudor Investment Corp
832
Tudor Investment Corp
Connecticut
$232K +$232K +5,900 New
GIS
833
Guardian Investor Services
New York
$231K -$6.41K -163 -3%
ARMT
834
Amica Retiree Medical Trust
Rhode Island
$230K – – –
WT
835
Washington Trust
Rhode Island
$230K +$48.5K +1,237 +27%
BCM
836
Becker Capital Management
Oregon
$230K +$230K +5,856 New
VHAM
837
Van Hulzen Asset Management
California
$228K +$228K +5,800 New
MCM
838
MAI Capital Management
Ohio
$226K – – –
HHGA
839
Halbert Hargrove Global Advisors
California
$224K +$10.2K +260 +5%
TNBTD
840
Trustmark National Bank Trust Department
Mississippi
$224K +$27.6K +700 +14%
TCOV
841
Trust Company of Vermont
Vermont
$224K +$51.8K +1,316 +30%
IA
842
IndexIQ Advisors
New York
$221K +$161K +4,097 +268%
SW
843
SVB Wealth
Massachusetts
$219K +$219K +5,574 New
SSWM
844
Sheets Smith Wealth Management
North Carolina
$216K -$387K -9,815 -64%
ACM
845
Academy Capital Management
Texas
$215K +$3.93K +100 +2%
LIM
846
Leavell Investment Management
Alabama
$212K -$260K -6,600 -55%
HSA
847
HBK Sorce Advisory
Pennsylvania
$212K -$99.8K -2,539 -32%
NB
848
NBT Bank
New York
$209K -$56.7K -1,445 -21%
FSA
849
Franklin Street Advisors
North Carolina
$209K – – –
HCM
850
Hollencrest Capital Management
California
$205K +$31.7K +802 +18%
32 33
34
35 36