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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 %
FCCM
876
First City Capital Management
Georgia
$84K – – –
FI
877
FCM Investments
Texas
$83K – – –
HI
878
Hudock Inc
Pennsylvania
$80K +$3.48K +79 +5%
DAM
879
Delta Asset Management
Tennessee
$79K +$9.6K +220 +14%
LWCFA
880
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74K – – –
MP
881
Manifold Partners
California
$73K -$1.21M -27,638 -94%
HCM
882
Herndon Capital Management
Georgia
$73K -$736K -16,906 -91%
FWM
883
Focused Wealth Management
New York
$73K +$44 +1 +0.1%
TAM
884
Trust Asset Management
Texas
$69K +$69K +1,566 New
TDC
885
Thompson Davis & Co
Virginia
$68K +$28.4K +643 +72%
IC
886
Intersect Capital
California
$66K – – –
HR
887
Howe & Rusling
New York
$63K -$62.7K -1,430 -50%
TSW
888
Thompson Siegel & Walmsley
Virginia
$61K -$23.6K -540 -28%
CB
889
Community Bank
New York
$60K -$2.18K -50 -4%
HCP
890
Holt Capital Partners
Texas
$59K – – –
WCM
891
Wealthcare Capital Management
Virginia
$57K +$57K +1,295 New
PMFA
892
Plante Moran Financial Advisors
Michigan
$55K +$22K +502 +66%
HPBT
893
High Point Bank & Trust
North Carolina
$53K – – –
CFA
894
Carroll Financial Associates
North Carolina
$53K – – –
QAM
895
QCI Asset Management
New York
$52K -$59.5K -1,360 -53%
CHP
896
Cable Hill Partners
Oregon
$52K -$6.06K -138 -10%
CHC
897
City Holding Co
West Virginia
$52K – – –
HCM
898
Horrell Capital Management
Arkansas
$48K – – –
SIA
899
SeaBridge Investment Advisors
New Jersey
$48K – – –
ONB
900
Old National Bancorp
Indiana
$48K +$48K +1,095 New
34 35
36
37 38