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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 %
SIM
501
Sentry Investment Management
Wisconsin
$2.97M +$47.9K +813 +2%
HPCM
502
High Pointe Capital Management
Illinois
$2.95M +$37.1K +630 +1%
AF
503
Ally Financial
Michigan
$2.95M +$1.18M +20,000 +67%
SSG
504
Summit Securities Group
New York
$2.95M +$1.37M +23,200 +87%
KAM
505
Keeley Asset Management
Illinois
$2.93M +$205K +3,480 +8%
DVM
506
Dreman Value Management
Florida
$2.91M +$1.16M +19,712 +66%
BCM
507
Bluefin Capital Management
New York
$2.9M -$938K -16,197 -24%
V
508
Veritable
Delaware
$2.83M -$51.5K -875 -2%
SLI
509
Sumitomo Life Insurance
Japan
$2.77M -$233K -3,965 -8%
SIG
510
Sky Investment Group
Connecticut
$2.76M +$42.7K +725 +2%
AIM
511
Assured Investment Management
New York
$2.74M +$2.74M +46,500 New
WCA
512
Westover Capital Advisors
Delaware
$2.72M +$14.8K +252 +0.5%
SFS
513
Strategic Financial Services
New York
$2.68M +$763K +12,950 +40%
ACM
514
Argyle Capital Management
Pennsylvania
$2.64M – – –
Janney Montgomery Scott
515
Janney Montgomery Scott
Pennsylvania
$2.6M -$752K -12,768 -22%
Parallax Volatility Advisers
516
Parallax Volatility Advisers
California
$2.58M -$1.22M -20,768 -32%
ZIM
517
Zacks Investment Management
Illinois
$2.58M +$889K +15,091 +53%
RIM
518
Regent Investment Management
Kentucky
$2.55M +$204K +3,460 +9%
GAAM
519
Guinness Atkinson Asset Management
California
$2.55M – – –
PBT
520
Pictet Bank & Trust
Bahamas
$2.54M +$181K +3,080 +8%
AP
521
Appleton Partners
Massachusetts
$2.52M +$112K +1,905 +5%
Creative Planning
522
Creative Planning
Kansas
$2.52M +$101K +1,718 +4%
LPC
523
Loeb Partners Corp
New York
$2.5M +$530K +9,000 +27%
FAM
524
Foothills Asset Management
Arizona
$2.5M -$15.9K -270 -0.6%
IAM
525
Integre Asset Management
New York
$2.48M -$5.36K -91 -0.2%
19 20
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