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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 %
EAMA
851
EFG Asset Management (Americas)
Florida
$205K +$205K +5,224 New
WA
852
WFG Advisors
Texas
$204K -$41.3K -1,052 -17%
SC
853
SouthState Corp
Florida
$201K -$91.1K -2,313 -31%
WTC
854
WhitTier Trust Company
Nevada
$201K – – –
TAM
855
Trillium Asset Management
Massachusetts
$201K +$9.89K +251 +5%
OWD
856
Osborn Williams & Donohoe
Ohio
$201K +$201K +5,100 New
DM
857
Delphi Management
Massachusetts
$201K +$201K +5,120 New
BFEC
858
Benjamin F. Edwards & Company
Missouri
$199K +$183K +4,665 +1,166%
CCA
859
Catalyst Capital Advisors
New York
$197K -$240K -6,098 -55%
ECM
860
Estabrook Capital Management
New York
$195K -$15.7K -400 -7%
GLI
861
Guardian Life Insurance
New York
$190K – – –
AIA
862
AGF Investments America
Ontario, Canada
$188K -$66.7K -1,700 -26%
W
863
Wealthfront
California
$185K +$10.6K +271 +6%
CFA
864
CT Financial Advisors
Pennsylvania
$185K +$185K +4,691 New
HIM
865
Hillsdale Investment Management
Ontario, Canada
$183K – – –
FMB
866
Field & Main Bank
Kentucky
$182K +$182K +4,625 New
LOCC
867
Lombard Odier & Cie (Canada)
Quebec, Canada
$175K -$23.9K -600 -12%
HDIM
868
Hanson & Doremus Investment Management
Vermont
$170K +$9K +229 +6%
OC
869
Oakworth Capital
Alabama
$167K +$11K +279 +7%
MAM
870
Mizuho Asset Management
Japan
$153K -$3.94M -100,136 -96%
FHA
871
First Horizon Advisors
Tennessee
$146K -$25.2K -636 -15%
ST
872
Smithfield Trust
Pennsylvania
$145K -$9.92K -253 -6%
TC
873
TradeLink Capital
Illinois
$142K +$1.34K +34 +0.9%
RAM
874
Riggs Asset Management
Pennsylvania
$142K +$105K +2,678 +283%
FMII
875
Farmers & Merchants Investments Inc
Nebraska
$141K +$31.8K +810 +29%
33 34
35
36 37