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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 %
AIM
876
Advantage Investment Management
Iowa
$140K +$140K +3,567 New
SFFS
877
Stonehage Fleming Financial Services
Jersey
$136K +$136K +3,460 New
WG
878
Welch Group
Alabama
$134K +$6.91K +175 +5%
LWM
879
LBA Wealth Management
Florida
$133K -$94.9K -2,411 -42%
RFA
880
Reilly Financial Advisors
California
$132K +$3.93K +100 +3%
RNS
881
Robert N. Shapiro
$128K -$117K -2,960 -48%
AW
882
Alpha Windward
Massachusetts
$126K +$12.4K +317 +11%
SCP
883
Syntal Capital Partners
Texas
$123K +$1.88K +48 +2%
CM
884
Castleark Management
Illinois
$121K -$5.3M -134,800 -98%
BPBT
885
Boston Private Bank & Trust
Massachusetts
$121K -$11.9K -301 -9%
Royal London Asset Management
886
Royal London Asset Management
United Kingdom
$120K +$23.1K +58,497 +24%
SC
887
SRB Corp
Massachusetts
$117K +$35.3K +895 +43%
SAMC
888
Shinko Asset Management Company
Japan
$115K -$11.8K -300 -9%
BRWM
889
B. Riley Wealth Management
Tennessee
$115K +$7.86K +201 +7%
CAL
890
Capital Analysts LLC
Pennsylvania
$115K +$38.2K +972 +50%
HR
891
Howe & Rusling
New York
$113K -$4.85M -123,123 -98%
TCM
892
Tradewinds Capital Management
Washington
$112K -$6.21K -158 -5%
CCM
893
Cupps Capital Management
Illinois
$111K -$174K -4,430 -61%
HCC
894
Hirtle Callaghan & Co
Pennsylvania
$110K -$53.1K -1,351 -33%
QAM
895
QCI Asset Management
New York
$100K – – –
M
896
MOTCO
Texas
$99K – – –
ZTNA
897
Zions Trust National Association
Utah
$98K – – –
CWM
898
Cranbrook Wealth Management
Michigan
$94K +$434 +11 +0.5%
CL
899
CSS LLC
Illinois
$90K -$1.29M -32,924 -93%
JFGIW
900
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K +$15.6K +398 +21%
34 35
36
37 38