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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 Market Value Shares Shares
Change 		Shares
Change %
WA
951
WealthTrust-Arizona
Arizona
$8K 176 +57 +48%
TWA
952
TCI Wealth Advisors
Arizona
$7K 153 +24 +19%
PO
953
Private Ocean
California
$6K 147 – –
FMP
954
Financial Management Professionals
Texas
$6K 132 – –
NSIM
955
North Star Investment Management
Illinois
$6K 140 +140 New
PFSC
956
Peoples Financial Services Corp
Pennsylvania
$5K 118 – –
AWS
957
Aris Wealth Services
Pennsylvania
$5K 120 +120 New
UFA
958
US Financial Advisors
Massachusetts
$4K 100 – –
AA
959
Apriem Advisors
California
$4K 100 – –
PIM
960
Parasol Investment Management
Illinois
$4K 82 – –
PSC
961
Prentiss Smith & Co
Vermont
$4K 80 +80 New
GWM
962
Gupta Wealth Management
California
$4K 84 +84 New
AIC
963
Ayalon Insurance Company
Israel
$3K 58 +58 New
VC
964
Vicus Capital
Pennsylvania
$2.36K 53,726 +53,726 New
DOA
965
D'Orazio & Associates
Virginia
$2K 50 – –
VIA
966
Vantage Investment Advisors
Pennsylvania
$2K 40 +40 New
AT
967
Arden Trust
Delaware
$1.8K 41,092 +15,266 +59%
TCA
968
Tortoise Capital Advisors
Kansas
$1K 17 -20,483 -100%
CFS
969
Commonwealth Financial Services
West Virginia
$1K 16 – –
BCMIO
970
Beacon Capital Management Inc (Ohio)
Ohio
$1K 31 – –
FTUS
971
Flow Traders U.S.
New York
$1K 33 +33 New
UB
972
UMB Bank
Missouri
$396 9,006 +1,851 +26%
WG
973
Welch Group
Alabama
$149 3,395 – –
Point72 Asset Management
974
Point72 Asset Management
Connecticut
$0 2 -1,812,099 -100%
HCM
975
Highbridge Capital Management
New York
– – -1,635,017 Closed
37 38
39
40 41