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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
$506M
2
Citadel Advisors
Citadel Advisors
Florida
$357M
3
VH
ValueAct Holdings
California
$1.62B
4
Millennium Management
Millennium Management
New York
$140M
5
American Century Companies
American Century Companies
Missouri
$168M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.09B
2
DSA
Davis Selected Advisers
Arizona
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$725M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$472M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
926
Davidson Investment Advisors
Montana
$24K – – –
RIA
927
Regal Investment Advisors
Michigan
$23K -$4.28K -100 -16%
PSI
928
Pinnacle Summer Investments
Virginia
$23K -$4.13K -95 -15%
HCM
929
Horrell Capital Management
Arkansas
$22K -$26.4K -600 -55%
ASN
930
Advisory Services Network
Georgia
$22K +$8.76K +209 +66%
CIM
931
Cambria Investment Management
California
$22K +$22K +510 New
LWA
932
Lowe Wealth Advisors
Maryland
$21K – – –
BC
933
Bartlett & Co
Ohio
$21K – – –
EFSCE
934
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$7.58K -178 -29%
OFS
935
Orrstown Financial Services
Pennsylvania
$17K – – –
SHJ
936
Sharkey, Howes & Javer
Colorado
$17K – – –
MCM
937
MV Capital Management
Maryland
$16K -$26.7K -632 -63%
LFR
938
Lehman Financial Resources
Pennsylvania
$16K – – –
CAW
939
Cornerstone Advisors (Washington)
Washington
$15K – – –
SIG
940
Stanford Investment Group
California
$15K – – –
WAS
941
Winch Advisory Services
Wisconsin
$14K +$44 +1 +0.3%
P
942
Palladiem
Pennsylvania
$13K +$13K +294 New
S
943
SignatureFD
Georgia
$12K -$166K -3,912 -93%
GWS
944
Glassman Wealth Services
Virginia
$12K – – –
LWM
945
Lenox Wealth Management
Ohio
$12K – – –
GI
946
Gradient Investments
Minnesota
$12K – – –
GAM
947
Gemmer Asset Management
California
$12K +$171 +4 +1%
JWA
948
JFS Wealth Advisors
Pennsylvania
$11K – – –
FAM
949
Formidable Asset Management
Ohio
$11K – – –
TFO
950
Tarbox Family Office
California
$11K +$1.15K +26 +12%
36 37
38
39 40