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Halliburton
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Overview Fund Activity

1,010 hedge funds and large institutions have $40.2B invested in Halliburton in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 384 increasing their positions, 382 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
+21
Holders Change %
+2.12%
% of All Funds
29.19%
Holding in Top 10
65
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+80.56%
% of All Funds
1.88%
New
105
Increased
384
Reduced
382
Closed
70
Calls
$1.06B
Puts
$731M
Net Calls
+$333M
Net Calls Change
-$312M

Top Buyers

1
IIS
1
Ignis Investment Services
United Kingdom
$299M
2
Ameriprise
2
Ameriprise
Minnesota
$635M
3
AM
3
Appaloosa Management
Florida
$296M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.59B
5
PHS
5
PFM Health Sciences
California
$143M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$469M
2
Goldman Sachs
2
Goldman Sachs
New York
$367M
3
State Street
3
State Street
Massachusetts
$2.08B
4
SCM
4
Steadfast Capital Management
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMK
226
David M. Knott
$20M -$589K -10,000 -3%
Robeco Institutional Asset Management
227
Robeco Institutional Asset Management
Netherlands
$20M +$2.85M +48,322 +17%
SB
228
Suntrust Banks
Georgia
$19.7M -$20.1M -341,361 -50%
AIM
229
Avity Investment Management
Connecticut
$19.5M -$661K -11,232 -3%
PC
230
Polar Capital
United Kingdom
$19.2M +$19.2M +326,218 New
HNB
231
Huntington National Bank
Ohio
$18.9M +$5.97M +101,392 +46%
N
232
Natixis
France
$18.8M +$6.5M +110,306 +53%
JAM
233
Jupiter Asset Management
United Kingdom
$18.7M -$390K -6,623 -2%
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$18.6M +$880K +14,950 +5%
CGM
235
Capital Growth Management
Massachusetts
$18.6M +$18.6M +315,000 New
BCMU
236
BlueCrest Capital Management (UK)
Guernsey
$18.5M +$13M +220,524 +237%
US Bancorp
237
US Bancorp
Minnesota
$18.5M -$3.51M -59,593 -16%
Public Sector Pension Investment Board (PSP Investments)
238
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.3M -$206K -3,500 -1%
QBFM
239
QS Batterymarch Financial Management
New York
$18.2M +$1.58M +26,874 +10%
RJA
240
Raymond James & Associates
Florida
$18.1M +$3M +50,863 +20%
JCM
241
Janney Capital Management
Pennsylvania
$17.9M +$1.97M +33,516 +12%
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$17.8M +$3.13M +53,214 +21%
HSA
243
Hussman Strategic Advisors
Maryland
$17.7M – – –
SG Americas Securities
244
SG Americas Securities
New York
$17.3M -$8.07M -137,006 -32%
RCM
245
Riverhead Capital Management
Delaware
$17.2M +$5.46M +92,650 +46%
BC
246
Brookfield Corp
Ontario, Canada
$17.2M -$2.24M -38,000 -12%
PIM
247
Partner Investment Management
California
$16.4M +$16.4M +279,231 New
TSU
248
TD Securities (USA)
New York
$16.4M -$1.18M -20,045 -7%
PI
249
PineBridge Investments
New York
$16.4M -$636K -10,804 -4%
HI
250
Honeywell International
North Carolina
$16.3M -$53K -900 -0.3%
8 9
10
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