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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 %
CFG
1051
Cambridge Financial Group
Ohio
– -$5.91M -91,669 Closed
Carson Wealth (CWM LLC)
1052
Carson Wealth (CWM LLC)
Nebraska
– -$5.81M -90,031 Closed
CC
1053
CQS Cayman
Cayman Islands
– -$5.69M -88,270 Closed
Lord, Abbett & Co
1054
Lord, Abbett & Co
New Jersey
– -$5.34M -82,805 Closed
WMSA
1055
Weiss Multi-Strategy Advisers
New York
– -$5.06M -78,400 Closed
ACM
1056
Atlanta Capital Management
Georgia
– -$4.89M -75,848 Closed
EA
1057
Euclid Advisors
Connecticut
– -$4.25M -65,840 Closed
BACM
1058
Blue Arrow Capital Management
New York
– -$4.19M -65,000 Closed
SAMNY
1059
Samsung Asset Management (New York)
New York
– -$4.11M -63,730 Closed
LOAME
1060
Lombard Odier Asset Management (Europe)
United Kingdom
– -$4.1M -63,561 Closed
AC
1061
Allstate Corporation
Illinois
– -$4.01M -62,189 Closed
DIA
1062
Denver Investment Advisors
Colorado
– -$3.94M -61,039 Closed
BB
1063
Busey Bank
Illinois
– -$3.67M -56,900 Closed
CIP
1064
Convergence Investment Partners
Florida
– -$3.48M -53,891 Closed
IAM
1065
Integre Asset Management
New York
– -$3.38M -52,322 Closed
DCM
1066
Dupont Capital Management
Delaware
– -$3.35M -51,903 Closed
EAM
1067
EverPoint Asset Management
Connecticut
– -$3.23M -50,000 Closed
ECML
1068
Eagle Capital Management (Louisiana)
Louisiana
– -$3.2M -49,651 Closed
AIM
1069
Assured Investment Management
New York
– -$3M -46,500 Closed
BCM
1070
BlueCrest Capital Management
Jersey
– -$2.94M -45,548 Closed
HJA
1071
Hugh Johnson Advisors
New York
– -$2.76M -42,753 Closed
SAM
1072
Symphony Asset Management
California
– -$2.75M -42,686 Closed
GIM
1073
Goelzer Investment Management
Indiana
– -$2.58M -40,022 Closed
PWPCM
1074
Perella Weinberg Partners Capital Management
New York
– -$2.58M -40,000 Closed
SEP
1075
Sound Energy Partners
Connecticut
– -$2.33M -36,173 Closed
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