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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.

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 %
SHJ
926
Sharkey, Howes & Javer
Colorado
$18K +$18K +400 New
LFR
927
Lehman Financial Resources
Pennsylvania
$17K +$13K +300 +326%
SIG
928
Stanford Investment Group
California
$15K – – –
CAW
929
Cornerstone Advisors (Washington)
Washington
$15K +$2.36K +53 +19%
ASN
930
Advisory Services Network
Georgia
$14K +$1.06K +24 +8%
IPC
931
Independent Portfolio Consultants
Florida
$14K +$4.78K +109 +52%
WAS
932
Winch Advisory Services
Wisconsin
$14K +$14K +316 New
BOK
933
Bank of Kentucky
Kentucky
$13K – – –
GI
934
Gradient Investments
Minnesota
$13K +$2.77K +61 +27%
GAM
935
Gemmer Asset Management
California
$12K -$1.91K -44 -14%
LWM
936
Lenox Wealth Management
Ohio
$12K – – –
GWS
937
Glassman Wealth Services
Virginia
$12K – – –
FAM
938
Formidable Asset Management
Ohio
$12K – – –
ANBT
939
American National Bank & Trust
Texas
$11K -$1.35M -30,907 -99%
JWA
940
JFS Wealth Advisors
Pennsylvania
$11K -$6.09K -140 -36%
LWA
941
Lenox Wealth Advisors
New York
$10K -$12.4K -292 -55%
TFO
942
Tarbox Family Office
California
$10K – – –
MWAN
943
Mariner Wealth Advisors (NYC)
Kansas
$10K +$10K +225 New
MCA
944
Mercer Capital Advisers
New Jersey
$9K – – –
DBT
945
Dubuque Bank & Trust
Iowa
$9K – – –
PFG
946
Piershale Financial Group
Illinois
$9K – – –
MBT
947
Monroe Bank & Trust
Michigan
$9K – – –
VNA
948
Valley National Advisers
Pennsylvania
$9K +$9K +200 New
MPWT
949
MassMutual Private Wealth & Trust
Connecticut
$8.78K +$8.78K +200 New
PFO
950
Pathstone Family Office
New Jersey
$8K – – –
36 37
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