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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 %
BC
951
Bartlett & Co
Ohio
$19K – – –
S
952
SignatureFD
Georgia
$19K +$3.23K +83 +20%
LWA
953
Lowe Wealth Advisors
Maryland
$19K +$19K +493 New
OFS
954
Orrstown Financial Services
Pennsylvania
$16K – – –
JWA
955
JFS Wealth Advisors
Pennsylvania
$15K +$15K +393 New
GAM
956
Gemmer Asset Management
California
$13K -$3.21K -79 -20%
SIG
957
Stanford Investment Group
California
$13K +$13K +343 New
BOK
958
Bank of Kentucky
Kentucky
$12K – – –
ATC
959
Adirondack Trust Company
New York
$12K +$571 +15 +5%
ASN
960
Advisory Services Network
Georgia
$12K +$12K +292 New
LWM
961
Lenox Wealth Management
Ohio
$11K -$85.6K -2,201 -89%
WAM
962
Wallington Asset Management
Indiana
$11K – – –
CAW
963
Cornerstone Advisors (Washington)
Washington
$11K +$658 +17 +6%
GWS
964
Glassman Wealth Services
Virginia
$11K +$11K +280 New
FAM
965
Formidable Asset Management
Ohio
$10K +$1.34K +34 +15%
TFO
966
Tarbox Family Office
California
$9K -$2.19K -54 -20%
WF
967
WealthTrust Fairport
Ohio
$9K – – –
GI
968
Gradient Investments
Minnesota
$9K +$8K +200 +800%
PFG
969
Piershale Financial Group
Illinois
$8K – – –
DBT
970
Dubuque Bank & Trust
Iowa
$8K – – –
IPC
971
Independent Portfolio Consultants
Florida
$8K +$343 +9 +4%
MBT
972
Monroe Bank & Trust
Michigan
$8K +$8K +200 New
MCA
973
Mercer Capital Advisers
New Jersey
$8K +$8K +200 New
PFO
974
Pathstone Family Office
New Jersey
$7K – – –
PO
975
Private Ocean
California
$6K +$1.92K +47 +47%
37 38
39
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