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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 %
TF
751
Tompkins Financial
New York
$670K -$21.9K -340 -3%
AP
752
Advisor Partners
California
$670K -$5.93K -92 -0.9%
Bessemer Group
753
Bessemer Group
New Jersey
$665K -$248K -3,846 -27%
TYCC
754
Texas Yale Capital Corp
Florida
$659K +$86.3K +1,339 +15%
ACM
755
Argentus Capital Management
Texas
$658K -$2K -31 -0.3%
CAN
756
Cetera Advisor Networks
California
$654K +$22.1K +344 +3%
MRCM
757
M&R Capital Management
New Jersey
$643K +$43.6K +675 +7%
LNWWM
758
Laird Norton Wetherby Wealth Management
California
$641K +$22K +341 +4%
TRCT
759
Tower Research Capital (TRC)
New York
$638K +$588K +9,117 +1,175%
RCAG
760
Rehmann Capital Advisory Group
Michigan
$636K +$4.97K +77 +0.8%
RG
761
Rathbones Group
United Kingdom
$635K +$6.13K +95 +1%
MIS
762
Morningstar Investment Services
Illinois
$627K -$158K -2,457 -20%
FFA
763
First Foundation Advisors
California
$624K +$10K +155 +2%
SWM
764
Segment Wealth Management
Texas
$619K +$27.7K +429 +5%
CC
765
Curian Capital
Colorado
$607K -$6.25K -97 -1%
SI
766
SII Investments
Wisconsin
$596K +$32.7K +506 +6%
Dodge & Cox
767
Dodge & Cox
California
$593K – – –
LIM
768
Lathrop Investment Management
Arkansas
$593K – – –
SGCA
769
Steel Grove Capital Advisors
Tennessee
$591K +$359K +5,564 +155%
FIM
770
Fruth Investment Management
Texas
$589K – – –
OC
771
Oarsman Capital
Wisconsin
$587K +$13.5K +210 +2%
FMLI
772
Fukoku Mutual Life Insurance
Japan
$574K – – –
SIM
773
SSI Investment Management
California
$573K -$203K -3,144 -26%
B
774
BancorpSouth
Mississippi
$572K -$18.3K -284 -3%
DWA
775
Douglass Winthrop Advisors
New York
$572K +$19.3K +300 +4%
29 30
31
32 33