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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 %
KTC
926
Kistler-Tiffany Companies
Pennsylvania
$45K +$5.86K +150 +15%
RC
927
RegentAtlantic Capital
New Jersey
$44.3K +$44.3K +1,126 New
HCM
928
Horrell Capital Management
Arkansas
$43K -$7.23K -185 -14%
FBT
929
Founders Bank & Trust
Michigan
$43K – – –
SIA
930
SeaBridge Investment Advisors
New Jersey
$43K – – –
SSB
931
Sandy Spring Bank
Maryland
$39K -$7.33K -188 -16%
MAS
932
Madden Advisory Services
Florida
$39K +$39K +1,000 New
WA
933
Waverly Advisors
Alabama
$39K +$39K +1,000 New
Manulife (Manufacturers Life Insurance)
934
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7K -$8.42K -214,064 -19%
TRCT
935
Tower Research Capital (TRC)
New York
$35K -$357K -9,009 -91%
RIA
936
Regal Investment Advisors
Michigan
$35K -$17.8K -450 -34%
TDC
937
Thompson Davis & Co
Virginia
$35K +$10.8K +278 +45%
SAC
938
Smith Affiliated Capital
New York
$31.5K -$51.6K – –
GWA
939
Genesis Wealth Advisors
Massachusetts
$30.6K +$30.6K +700 New
EFSCE
940
Enterprise Financial Services Corp (EFSC)
Missouri
$30K -$4.91K -124 -14%
PMFA
941
Plante Moran Financial Advisors
Michigan
$30K +$19.9K +500 +196%
ICM
942
ICC Capital Management
Florida
$28K – – –
JFA
943
JNBA Financial Advisors
Minnesota
$26K -$960 -24 -4%
JIC
944
Joel Isaacson & Co
New York
$26K +$2.54K +65 +11%
DSC
945
Duncker Streett & Co
Missouri
$25K – – –
BKA
946
Brick & Kyle Associates
Pennsylvania
$24K +$24K +600 New
CIM
947
Contravisory Investment Management
Massachusetts
$23K -$8.79M -227,306 -100%
DIA
948
Davidson Investment Advisors
Montana
$22K – – –
LWA
949
Lenox Wealth Advisors
New York
$21K -$7.73K -194 -27%
IMS
950
Index Management Solutions
Pennsylvania
$20K -$1.43K -37 -7%
36 37
38
39 40