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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 %
FM
1076
Forward Management
California
– -$2.14M -33,125 Closed
TH
1077
Timber Hill
Connecticut
– -$2.09M -32,353 Closed
LPC
1078
Loeb Partners Corp
New York
– -$2M -31,000 Closed
LPU
1079
Lansdowne Partners (UK)
United Kingdom
– -$1.98M -30,656 Closed
ST
1080
Spinnaker Trust
Maine
– -$1.95M -30,172 Closed
FAM
1081
Fortaleza Asset Management
Illinois
– -$1.87M -28,920 Closed
BEAM
1082
Baker Ellis Asset Management
Washington
– -$1.67M -25,940 Closed
TAM
1083
Tealwood Asset Management
Minnesota
– -$1.54M -23,910 Closed
LMIM
1084
Lockheed Martin Investment Management
Maryland
– -$1.48M -23,000 Closed
ICRM
1085
Insight Capital Research & Management
California
– -$1.45M -22,510 Closed
BFS
1086
Bradley Foster & Sargent
Connecticut
– -$1.39M -21,521 Closed
FCH
1087
Freestone Capital Holdings
Washington
– -$1.26M -19,595 Closed
MPA
1088
Marvin & Palmer Associates
Delaware
– -$1.24M -19,215 Closed
Fuller & Thaler Asset Management
1089
Fuller & Thaler Asset Management
California
– -$1.15M -17,800 Closed
CPIM
1090
Columbia Partners Investment Management
Virginia
– -$1.11M -17,183 Closed
TFA
1091
Toth Financial Advisory
Virginia
– -$1.1M -16,984 Closed
GCP
1092
GSA Capital Partners
United Kingdom
– -$973K -15,087 Closed
MSU
1093
Maple Securities USA
New Jersey
– -$953K -14,776 Closed
PMAM
1094
Picton Mahoney Asset Management
Ontario, Canada
– -$948 -14,700 Closed
MBI
1095
Montrusco Bolton Investments
Quebec, Canada
– -$869K -13,470 Closed
Jane Street
1096
Jane Street
New York
– -$866K -13,422 Closed
PP
1097
PDT Partners
New York
– -$852K -13,200 Closed
MCM
1098
Murphy Capital Management
New Jersey
– -$838K -13,000 Closed
Hudson Bay Capital Management
1099
Hudson Bay Capital Management
Connecticut
– -$806K -12,500 Closed
CFC
1100
Coyle Financial Counsel
Illinois
– -$797K -12,348 Closed
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