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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 %
OWD
826
Osborn Williams & Donohoe
Ohio
$224K – – –
CA
827
Corrado Advisors
New Jersey
$224K +$224K +5,100 New
KFA
828
Kelleher Financial Advisors
New York
$221K +$221K +5,043 New
AIM
829
Advantage Investment Management
Iowa
$220K +$63.4K +1,443 +40%
WP
830
WMS Partners
Maryland
$218K +$218K +4,965 New
EAMA
831
EFG Asset Management (Americas)
Florida
$217K -$12.2K -277 -5%
AIA
832
AGF Investments America
Ontario, Canada
$215K +$4.4K +100 +2%
FAT
833
First American Trust
California
$213K -$1.06M -24,240 -83%
SC
834
Schulhoff & Co
Ohio
$212K +$212K +4,850 New
FTIOP
835
Fiduciary Trust International of Pennsylvania
Pennsylvania
$209K +$209K +4,763 New
OC
836
Oakworth Capital
Alabama
$207K – – –
KSA
837
Ken Stern & Associates
California
$207K +$207K +4,709 New
EA
838
Emerald Advisers
Pennsylvania
$200K +$200K +4,122 New
HDIM
839
Hanson & Doremus Investment Management
Vermont
$196K +$6.57K +150 +3%
LOCC
840
Lombard Odier & Cie (Canada)
Quebec, Canada
$195K – – –
IA
841
IndexIQ Advisors
New York
$192K -$55.4K -1,261 -22%
IRS
842
Invictus RG (Singapore)
Singapore
$189K -$101K -2,291 -35%
CAL
843
Capital Analysts LLC
Pennsylvania
$185K +$57.4K +1,307 +45%
CFA
844
CT Financial Advisors
Pennsylvania
$184K -$21.8K -497 -11%
S
845
SignatureFD
Georgia
$184K +$163K +3,707 +760%
ST
846
Smithfield Trust
Pennsylvania
$181K +$19.3K +441 +12%
FMLI
847
Fukoku Mutual Life Insurance
Japan
$180K -$176K -4,000 -49%
SC
848
SRB Corp
Massachusetts
$173K +$42.8K +975 +33%
GLI
849
Guardian Life Insurance
New York
$163K -$49.2K -1,121 -23%
FHA
850
First Horizon Advisors
Tennessee
$161K – – –
32 33
34
35 36