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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 %
WEC
701
Winslow Evans & Crocker
Massachusetts
$943K +$129K +1,996 +16%
CTI
702
Community Trust & Investment
Kentucky
$941K -$19.3K -300 -2%
SAG
703
Sterne Agee Group
Alabama
$941K +$941K +14,586 New
CCM
704
Condor Capital Management
New Jersey
$939K +$939K +14,555 New
CIA
705
Capital Investment Advisors
Georgia
$937K +$45.1K +700 +5%
AWE
706
Avidian Wealth Enterprises
Texas
$930K +$14.4K +223 +2%
EWM
707
Evercore Wealth Management
New York
$896K +$203K +3,140 +29%
HCM
708
Howland Capital Management
Massachusetts
$892K -$12.9K -200 -1%
MC
709
Montag & Caldwell
Georgia
$886K +$170K +2,626 +24%
Connor, Clark & Lunn Investment Management (CC&L)
710
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$877K +$877K +13,600 New
BAM
711
Burnham Asset Management
New York
$872K – – –
MBI
712
Montrusco Bolton Investments
Quebec, Canada
$869K -$35.5K -550 -4%
Jane Street
713
Jane Street
New York
$866K -$181K -2,799 -17%
CCM
714
CrestPoint Capital Management
Missouri
$858K – – –
VKH
715
Virtu KCG Holdings
New York
$856K -$3.6M -55,863 -81%
PP
716
PDT Partners
New York
$852K +$271K +4,200 +47%
GLRA
717
Gerald L. Ray & Associates
Texas
$847K +$4.39K +68 +0.5%
FMBTD
718
First Midwest Bank Trust Division
Illinois
$842K +$98.4K +1,524 +13%
GIA
719
Guyasuta Investment Advisors
Pennsylvania
$839K – – –
MCM
720
Murphy Capital Management
New Jersey
$838K +$9.67K +150 +1%
LW
721
Linscomb Wealth
Texas
$808K +$23K +356 +3%
Hudson Bay Capital Management
722
Hudson Bay Capital Management
Connecticut
$806K +$806K +12,500 New
CIA
723
Covington Investment Advisors
Pennsylvania
$797K +$14.8K +230 +2%
CFC
724
Coyle Financial Counsel
Illinois
$797K +$348K +5,398 +78%
CSM
725
Central Square Management
Illinois
$793K – – –
27 28
29
30 31