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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 %
LNB
901
Ledyard National Bank
$85K – – –
WC
902
Whitnell & Co
Illinois
$82K – – –
FFC
903
First Financial Corp
Indiana
$79K – – –
NCM
904
Nelson Capital Management
California
$79K – – –
GGPS
905
Gary Goldberg Planning Services
New York
$77K +$8.33K +211 +12%
TSW
906
Thompson Siegel & Walmsley
Virginia
$76K +$5.89K +150 +8%
FCCM
907
First City Capital Management
Georgia
$75.3K – – –
FI
908
FCM Investments
Texas
$75K – – –
GWCM
909
Godshalk Welsh Capital Management
Pennsylvania
$71K +$71K +1,800 New
CCS
910
Crosspoint Capital Strategies
California
$69K +$69K +1,745 New
HI
911
Hudock Inc
Pennsylvania
$68K +$3.72K +95 +6%
LWCFA
912
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66K -$33K -840 -33%
FWM
913
Focused Wealth Management
New York
$66K +$31.9K +806 +93%
DAM
914
Delta Asset Management
Tennessee
$63K +$19.8K +500 +46%
PAM
915
PT Asset Management
Illinois
$63K +$63K +1,600 New
BKBG
916
BHF Kleinwort Benson Group
Belgium
$56K -$272K -4,365 -83%
CB
917
Community Bank
New York
$56K +$56K +1,425 New
IC
918
Intersect Capital
California
$53K +$53K +1,344 New
HCP
919
Holt Capital Partners
Texas
$53K +$53K +1,350 New
CHP
920
Cable Hill Partners
Oregon
$52K +$52K +1,323 New
CFA
921
Carroll Financial Associates
North Carolina
$51K -$21.5K -509 -30%
HPBT
922
High Point Bank & Trust
North Carolina
$47K – – –
CHC
923
City Holding Co
West Virginia
$47K +$47K +1,185 New
MCM
924
MV Capital Management
Maryland
$47K +$47K +1,192 New
PSI
925
Pinnacle Summer Investments
Virginia
$45K -$35.9K -897 -44%
35 36
37
38 39