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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.

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
1
ValueAct Holdings
California
$822M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.23B
3
DSA
3
Davis Selected Advisers
Arizona
$239M
4
Franklin Resources
4
Franklin Resources
California
$407M
5
Swedbank
5
Swedbank
Sweden
$185M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.02B
2
IC
2
Institutional Capital
Illinois
$0
3
AM
3
Appaloosa Management
Florida
$0
4
CCI
4
Columbus Circle Investors
$0
5
MCM
5
Marsico Capital Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1151
Fisher Asset Management
Washington
– – -4,113 Closed
JC
1152
Jacobs & Co
California
– – -4,100 Closed
CCT
1153
Chemung Canal Trust
New York
– – -4,087 Closed
BB
1154
Bell Bank
North Dakota
– – -4,046 Closed
ALA
1155
Atherton Lane Advisers
California
– – -4,043 Closed
BHIA
1156
Birch Hill Investment Advisors
Massachusetts
– – -3,990 Closed
FNBTCON
1157
First National Bank & Trust Co of Newtown
Pennsylvania
– – -3,800 Closed
WB
1158
Webster Bank
Connecticut
– – -3,730 Closed
RT
1159
Reliance Trust
Georgia
– – -3,715 Closed
FAG
1160
Financial Advisory Group
Texas
– – -3,601 Closed
BCM
1161
Brookstone Capital Management
Illinois
– – -3,590 Closed
WSFS
1162
Wilmington Savings Fund Society
Delaware
– – -3,489 Closed
BGIM
1163
Boussard & Gavaudan Investment Management
United Kingdom
– – -3,430 Closed
CC
1164
Courier Capital
New York
– – -3,407 Closed
GAG
1165
GM Advisory Group
New York
– – -3,392 Closed
CL
1166
CFS LLC
Oklahoma
– – -3,369 Closed
GJIC
1167
Gamble Jones Investment Counsel
California
– – -3,356 Closed
FNB
1168
First Niagara Bank
New York
– – -3,353 Closed
CSIC
1169
Clifford Swan Investment Counsel
California
– – -3,348 Closed
BAC
1170
Boys Arnold & Co
North Carolina
– – -3,250 Closed
SC
1171
Schulhoff & Co
Ohio
– – -3,250 Closed
BSWMG
1172
Barrington Strategic Wealth Management Group
Illinois
– – -3,250 Closed
BCM
1173
BTC Capital Management
Iowa
– – -3,230 Closed
PP
1174
Palladium Partners
Virginia
– – -3,224 Closed
UF
1175
Univest Financial
Pennsylvania
– – -3,215 Closed
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47
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