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Halliburton
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Overview Fund Activity

1,054 hedge funds and large institutions have $43.5B invested in Halliburton in 2014 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 381 increasing their positions, 442 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
-19
Holders Change %
-1.77%
% of All Funds
30.6%
Holding in Top 10
45
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-45.12%
% of All Funds
1.31%
New
75
Increased
381
Reduced
442
Closed
84
Calls
$946M
Puts
$1.09B
Net Calls
-$146M
Net Calls Change
-$240M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$484M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$648M
3
JHIU
Janus Henderson Investors US
Colorado
$245M
4
MCM
Marsico Capital Management
Colorado
$230M
5
Invesco
Invesco
Georgia
$904M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$454M
2
Franklin Resources
Franklin Resources
California
$301M
3
IC
Institutional Capital
Illinois
$378M
4
SFM
Soros Fund Management
New York
$0
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
401
Commonwealth Equity Services
Massachusetts
$6.2M -$2.13M -32,954 -26%
PPCM
402
Pillar Pacific Capital Management
California
$6.15M +$180K +2,791 +3%
SEIA
403
Signature Estate & Investment Advisors
California
$6.09M +$6.09M +94,335 New
UOC
404
UBS O'Connor
Illinois
$6.06M +$6.06M +94,008 New
ERIM
405
Eagle Ridge Investment Management
Connecticut
$6M -$180K -2,794 -3%
BPCE
406
Bank Pictet & Cie (Europe)
Germany
$5.99M +$310K +4,805 +5%
CFG
407
Cambridge Financial Group
Ohio
$5.91M -$1.45M -22,467 -20%
B
408
Baird
Wisconsin
$5.82M -$226K -3,500 -4%
CII
409
Capital International Inc
California
$5.82M -$5.74M -88,979 -50%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$5.81M +$236K +3,660 +4%
MIC
411
MU Investments Company
Japan
$5.8M -$125K -1,900 -2%
DAM
412
Deltec Asset Management
New York
$5.8M -$484K -7,500 -8%
RBA
413
Richard Bernstein Advisors
New York
$5.8M +$324K +5,029 +6%
CC
414
CQS Cayman
Cayman Islands
$5.69M +$2.48M +38,372 +77%
JG
415
Jefferies Group
New York
$5.6M +$5.41M +83,868 +2,912%
PA
416
Profund Advisors
Maryland
$5.4M -$1.37M -21,181 -20%
Lord, Abbett & Co
417
Lord, Abbett & Co
New Jersey
$5.34M -$12.6M -195,376 -70%
ACM
418
Apex Capital Management
Ohio
$5.32M -$995K -15,420 -16%
HVIA
419
Hudson Valley Investment Advisors
New York
$5.32M +$21.9K +340 +0.4%
FDS
420
First Dallas Securities
Texas
$5.31M -$237K -3,681 -4%
CCM
421
Cadence Capital Management
Massachusetts
$5.2M -$825K -12,785 -14%
NB
422
Norinchukin Bank
Japan
$5.2M +$391K +6,059 +8%
AC
423
AFAM Capital
Texas
$5.18M +$293K +4,545 +6%
BOH
424
Bank of Hawaii
Hawaii
$5.1M +$1.08M +16,748 +27%
AWCI
425
Alpine Woods Capital Investors
New York
$5.06M +$5.06M +78,500 New
15 16
17
18 19