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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 %
FANJ
976
Financial Architects (New Jersey)
New Jersey
$6K +$4.07K +110 +212%
CIM
977
Cambria Investment Management
California
$6K +$6K +140 New
WA
978
WealthTrust-Arizona
Arizona
$5K -$8.32K -198 -62%
PFSC
979
Peoples Financial Services Corp
Pennsylvania
$5K – – –
FMP
980
Financial Management Professionals
Texas
$5K – – –
TWA
981
TCI Wealth Advisors
Arizona
$5K +$543 +14 +12%
NYLT
982
New York Life Trust
New York
$4K -$86.4K -2,440 -96%
LFR
983
Lehman Financial Resources
Pennsylvania
$4K -$30.4K -700 -88%
AA
984
Apriem Advisors
California
$4K +$4K +100 New
UFA
985
US Financial Advisors
Massachusetts
$4K +$4K +100 New
BRWA
986
B. Riley Wealth Advisors
Florida
$3.59K +$2.58K +8,830 +257%
PIM
987
Parasol Investment Management
Illinois
$3K – – –
DOA
988
D'Orazio & Associates
Virginia
$2K – – –
MUMSS
989
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K – – –
PAI
990
Pittenger & Anderson Inc
Nebraska
$2K +$2K +50 New
MIM
991
Macroview Investment Management
Maryland
$1K – – –
BCMIO
992
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
ECM
993
Exchange Capital Management
Michigan
$1K +$1K +15 New
CFS
994
Commonwealth Financial Services
West Virginia
$1K +$1K +16 New
WIL
995
Winifred I. Li
$1K +$1K +37 New
NG
996
NatWest Group
United Kingdom
$526 -$449 -11,403 -46%
FTC
997
Farmers Trust Company
Ohio
$270 -$236K -5,255 -100%
IC
998
Institutional Capital
Illinois
– -$378M -5,859,368 Closed
AM
999
Appaloosa Management
Florida
– -$324M -5,024,621 Closed
CCI
1000
Columbus Circle Investors
– -$252M -3,902,161 Closed
38 39
40
41 42