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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 %
BBHC
851
Brown Brothers Harriman & Co
New York
$154K +$154K +3,500 New
ECM
852
Estabrook Capital Management
New York
$153K -$64.9K -1,480 -30%
RAM
853
Riggs Asset Management
Pennsylvania
$148K -$10.5K -239 -7%
LWM
854
LBA Wealth Management
Florida
$148K – – –
AW
855
Alpha Windward
Massachusetts
$147K +$6.3K +144 +4%
IWM
856
Integrated Wealth Management
California
$146K +$146K +3,328 New
ZB
857
Zions Bancorporation
Utah
$142K +$142K +3,218 New
BPBT
858
Boston Private Bank & Trust
Massachusetts
$139K +$4.77K +109 +4%
SCP
859
Syntal Capital Partners
Texas
$138K +$44 +1 +0%
UFG
860
United Fire Group
Iowa
$132K +$132K +3,000 New
PI
861
PineBridge Investments
New York
$128K -$5.18M -118,023 -98%
TCM
862
Tradewinds Capital Management
Washington
$128K +$3.28K +75 +3%
SAMC
863
Shinko Asset Management Company
Japan
$116K -$13.2K -299 -10%
M
864
MOTCO
Texas
$111K – – –
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K +$7.52K +172 +7%
CG
866
Colony Group
Massachusetts
$107K -$1.09M -24,820 -91%
RFA
867
Reilly Financial Advisors
California
$106K -$41.8K -950 -28%
CWM
868
Cranbrook Wealth Management
Michigan
$105K +$439 +10 +0.4%
LNB
869
Ledyard National Bank
$95K – – –
TRCT
870
Tower Research Capital (TRC)
New York
$95K +$56.3K +1,285 +145%
WC
871
Whitnell & Co
Illinois
$91K – – –
BRWM
872
B. Riley Wealth Management
Tennessee
$89K -$39.3K -901 -31%
FFC
873
First Financial Corp
Indiana
$88K – – –
TWI
874
Thomas White International
Illinois
$86K -$1.33M -30,279 -94%
BAM
875
Bruderman Asset Management
New York
$86K +$86K +1,950 New
33 34
35
36 37