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Halliburton
HAL

Overview Fund Activity

891 hedge funds and large institutions have $24.3B invested in Halliburton in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 302 increasing their positions, 387 reducing their positions, and 94 closing their positions.

Holders
891
Holders Change
-29
Holders Change %
-3.15%
% of All Funds
23.78%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.37%
New
73
Increased
302
Reduced
387
Closed
94
Calls
$666M
Puts
$767M
Net Calls
-$101M
Net Calls Change
-$320M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2B
2
Capital World Investors
2
Capital World Investors
California
$915M
3
Franklin Resources
3
Franklin Resources
California
$998M
4
WRF
4
Waddell & Reed Financial
Kansas
$593M
5
Pzena Investment Management
5
Pzena Investment Management
New York
$126M

Top Sellers

1
VH
1
ValueAct Holdings
California
$0
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$671M
4
Citadel Advisors
4
Citadel Advisors
Florida
$54.8M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
826
Benjamin F. Edwards & Company
Missouri
$29K 820 -149 -15%
SIM
827
Sonora Investment Management
Arizona
$28.8K 720 +4 +0.6%
MA
828
MCF Advisors
Kentucky
$27K 760 – –
KKAMG
829
Kernodle & Katon Asset Management Group
Arkansas
$25K 690 – –
ATC
830
Adirondack Trust Company
New York
$22K 622 – –
EWM
831
Edge Wealth Management
New York
$22K 623 – –
WAS
832
WESPAC Advisors SoCal
California
$21.4K 600 – –
JIC
833
Joel Isaacson & Co
New York
$21K 600 – –
HCC
834
Hirtle Callaghan & Co
Pennsylvania
$20K 534 -169 -24%
PMFA
835
Plante Moran Financial Advisors
Michigan
$20K 556 -144 -21%
DIA
836
Davidson Investment Advisors
Montana
$20K 575 – –
JFA
837
JNBA Financial Advisors
Minnesota
$20K 550 – –
CAW
838
Cornerstone Advisors (Washington)
Washington
$20K 553 +208 +60%
VCM
839
Versant Capital Management
Arizona
$19K 538 – –
SSB
840
Sandy Spring Bank
Maryland
$18K 500 – –
BC
841
Bartlett & Co
Ohio
$17K 481 – –
FNBSF
842
First National Bank Sioux Falls
South Dakota
$16K 450 -7,476 -94%
JWA
843
JFS Wealth Advisors
Pennsylvania
$16K 435 -16 -4%
AA
844
Apriem Advisors
California
$16K 444 +344 +344%
MFBTD
845
MB Financial Bank - Trust Department
Illinois
$15K 409 -1,183 -74%
AOWM
846
Alpha Omega Wealth Management
Virginia
$15K 424 – –
NC
847
NewSquare Capital
Pennsylvania
$15K 429 +429 New
SHJ
848
Sharkey, Howes & Javer
Colorado
$14K 400 – –
PFS
849
Physicians Financial Services
North Carolina
$14K 400 – –
PFG
850
Piershale Financial Group
Illinois
$14K 395 +201 +104%
32 33
34
35 36