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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
+$266M
3
JHIU
Janus Henderson Investors US
Colorado
+$199M
4
MCM
Marsico Capital Management
Colorado
+$165M
5
Invesco
Invesco
Georgia
+$158M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$540M
2
Franklin Resources
Franklin Resources
California
-$466M
3
IC
Institutional Capital
Illinois
-$238M
4
SFM
Soros Fund Management
New York
-$161M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
HJA
526
Hugh Johnson Advisors
New York
$2.76M +$137K +2,128 +5%
SAM
527
Symphony Asset Management
California
$2.75M +$682K +10,572 +33%
CB
528
Chemical Bank
Michigan
$2.73M +$3.29K +51 +0.1%
WCA
529
Westover Capital Advisors
Delaware
$2.7M -$24.4K -378 -0.9%
WB
530
WesBanco Bank
West Virginia
$2.7M +$122K +1,887 +5%
GAM
531
Gotham Asset Management
New York
$2.68M +$1.84M +28,493 +219%
SIM
532
Sentry Investment Management
Wisconsin
$2.66M -$417K -6,457 -14%
HIS
533
Horizon Investment Services
Indiana
$2.66M +$1.1M +17,085 +71%
FAM
534
Foothills Asset Management
Arizona
$2.66M -$77.4K -1,200 -3%
QI
535
QS Investors
New York
$2.66M -$1.87M -29,000 -41%
BAMCO Inc
536
BAMCO Inc
New York
$2.66M +$568K +8,800 +27%
P
537
Pitcairn
Pennsylvania
$2.62M +$11.7K +182 +0.5%
V
538
Veritable
Delaware
$2.59M -$221K -3,429 -8%
KAM
539
Keeley Asset Management
Illinois
$2.59M -$488K -7,560 -16%
GIM
540
Goelzer Investment Management
Indiana
$2.58M +$2.58M +40,022 New
PWPCM
541
Perella Weinberg Partners Capital Management
New York
$2.58M -$7.46M -115,667 -74%
AF
542
Ally Financial
Michigan
$2.58M +$2.58M +40,000 New
Cambridge Investment Research Advisors
543
Cambridge Investment Research Advisors
Iowa
$2.57M +$688K +10,673 +37%
CAM
544
CG Asset Management
New York
$2.54M +$576K +8,930 +29%
FNBT
545
FineMark National Bank & Trust
Florida
$2.5M +$355K +5,502 +17%
DP
546
Dearborn Partners
Illinois
$2.5M – – –
APFBOT
547
Amica Pension Fund Board of Trustees
Rhode Island
$2.48M – – –
SFSIG
548
San Francisco Sentry Investment Group
California
$2.48M +$45.7K +708 +2%
LTFS
549
Ladenburg Thalmann Financial Services
Florida
$2.44M +$27.6K +428 +1%
CB
550
Commerce Bank
Missouri
$2.44M -$145K -2,243 -6%
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