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Halliburton
HAL

Overview Fund Activity

983 hedge funds and large institutions have $29.1B invested in Halliburton in 2015 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 379 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
+9
Holders Change %
+0.92%
% of All Funds
26.51%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.57%
New
94
Increased
352
Reduced
379
Closed
74
Calls
$1.67B
Puts
$1.5B
Net Calls
+$166M
Net Calls Change
+$468M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$375M
2
Citadel Advisors
Citadel Advisors
Florida
+$266M
3
VH
ValueAct Holdings
California
+$162M
4
Millennium Management
Millennium Management
New York
+$124M
5
American Century Companies
American Century Companies
Missouri
+$121M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$505M
2
DSA
Davis Selected Advisers
Arizona
-$381M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$174M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
876
Whitnell & Co
Illinois
$89K – – –
BRWM
877
B. Riley Wealth Management
Tennessee
$87K – – –
TC
878
Trust Company
Kansas
$85K +$56K +1,300 +193%
BAM
879
Bruderman Asset Management
New York
$84K – – –
FCCM
880
First City Capital Management
Georgia
$82.5K – – –
FI
881
FCM Investments
Texas
$82K – – –
TDC
882
Thompson Davis & Co
Virginia
$82K +$15.8K +369 +24%
HI
883
Hudock Inc
Pennsylvania
$80K +$2.02K +47 +3%
DAM
884
Delta Asset Management
Tennessee
$78K – – –
FFC
885
First Financial Corp
Indiana
$76K -$10.8K -250 -12%
CFA
886
Carroll Financial Associates
North Carolina
$73K +$21K +487 +40%
MP
887
Manifold Partners
California
$72K – – –
FWM
888
Focused Wealth Management
New York
$72K +$86 +2 +0.1%
EWM
889
Endurance Wealth Management
Rhode Island
$66K +$66K +1,532 New
QCG
890
Quadrant Capital Group
Ohio
$62K +$62K +1,499 New
RFA
891
Reilly Financial Advisors
California
$60K -$44.7K -1,030 -43%
TSW
892
Thompson Siegel & Walmsley
Virginia
$59K -$1.08K -25 -2%
CB
893
Community Bank
New York
$59K – – –
HCP
894
Holt Capital Partners
Texas
$58K – – –
GXMC
895
Global X Management Company
New York
$57K +$57K +1,335 New
MPWT
896
MassMutual Private Wealth & Trust
Connecticut
$56.8K +$42.6K +600 +300%
PMFA
897
Plante Moran Financial Advisors
Michigan
$54K +$86 +2 +0.2%
HPBT
898
High Point Bank & Trust
North Carolina
$52K – – –
CHC
899
City Holding Co
West Virginia
$52K +$1.2K +28 +2%
KTC
900
Kistler-Tiffany Companies
Pennsylvania
$52K +$52K +1,205 New
34 35
36
37 38