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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 %
III
601
Independent Investors Inc
New York
$1.7M – – –
SCA
602
Salient Capital Advisors
Texas
$1.69M -$61.4K -952 -4%
BCM
603
Bluefin Capital Management
New York
$1.69M +$1.2M +18,645 +245%
ECM
604
ETrade Capital Management
Virginia
$1.68M -$118K -1,826 -7%
CEP
605
Chicago Equity Partners
Illinois
$1.68M +$1.68M +26,080 New
AB
606
Amalgamated Bank
New York
$1.68M +$106K +1,638 +7%
BEAM
607
Baker Ellis Asset Management
Washington
$1.67M +$57.4K +890 +4%
PFP
608
Pinnacle Financial Partners
Tennessee
$1.67M +$125K +1,941 +8%
WAM
609
Weatherly Asset Management
California
$1.66M -$645 -10 -0%
PWP
610
Private Wealth Partners
California
$1.65M -$387K -6,000 -19%
CCC
611
Chelsea Counsel Company
California
$1.64M +$83.9K +1,300 +5%
OCM
612
One Capital Management
California
$1.63M -$107K -1,660 -6%
RMSCM
613
R.M. Sincerbeaux Capital Management
New York
$1.62M -$96.8K -1,500 -6%
JIR
614
James Investment Research
Ohio
$1.62M +$660K +10,235 +69%
PAM
615
Palisade Asset Management
Minnesota
$1.61M – – –
ICOM
616
Investment Counselors of Maryland
Maryland
$1.6M -$6.45K -100 -0.4%
RFS
617
Rockefeller Financial Services
New York
$1.6M -$29.4K -455 -2%
MCM
618
Maple Capital Management
Vermont
$1.57M +$356K +5,512 +29%
CI
619
Conning Inc
Connecticut
$1.57M -$56.1K -870 -3%
Fayez Sarofim & Co
620
Fayez Sarofim & Co
Texas
$1.57M +$35.5K +550 +2%
TAM
621
Tealwood Asset Management
Minnesota
$1.54M +$42.6K +660 +3%
CWM
622
Concert Wealth Management
California
$1.53M -$24.5K -382 -2%
KRSITF
623
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.52M +$15.3K +301 +1%
DVM
624
Dreman Value Management
Florida
$1.52M -$18.1K -280 -1%
WGCA
625
Wolf Group Capital Advisors
Virginia
$1.52M +$116K +1,795 +8%
23 24
25
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