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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 %
PMG
801
ProVise Management Group
Florida
$490K – – –
KBC Group
802
KBC Group
Belgium
$489K -$27M -418,131 -98%
RBC
803
Ronald Blue & Co
Georgia
$486K +$280K +4,348 +136%
MAM
804
Majedie Asset Management
United Kingdom
$480K +$152K +2,354 +46%
SC
805
SouthState Corp
Florida
$478K +$75.6K +1,173 +19%
BBA
806
BLB&B Advisors
Pennsylvania
$475K -$12.9K -200 -3%
BGA
807
Belmont Global Advisors
Texas
$471K – – –
CCM
808
Cupps Capital Management
Illinois
$468K -$152K -2,355 -24%
AIM
809
Acuity Investment Management
Ontario, Canada
$461K -$45.2K -700 -9%
SOAMC
810
Spirit of America Management Corp
New York
$458K – – –
CS
811
Credential Securities
$452K +$32.9K +501 +8%
GVT
812
Genesee Valley Trust
New York
$450K -$5.49K -85 -1%
AL
813
Airain Ltd
Guernsey
$450K +$450K +6,975 New
CAM
814
Cypress Asset Management
Texas
$447K -$55.7K -863 -11%
CA
815
Cetera Advisors
Colorado
$447K +$6.57K +102 +1%
PGFC
816
Peapack-Gladstone Financial Corp
New Jersey
$443K +$34.4K +534 +8%
NB
817
NBT Bank
New York
$437K +$22.3K +345 +5%
CCM
818
Check Capital Management
California
$436K – – –
AIM
819
Aspen Investment Management
Michigan
$434K -$19.3K -300 -4%
GF
820
Gerstein Fisher
New York
$432K +$45.6K +707 +12%
GCA
821
Guardian Capital Advisors
Ontario, Canada
$431K -$136K -2,000 -24%
CC
822
Cannell & Co
New York
$430K -$6.46K -100 -1%
SCI
823
S&CO Inc
Massachusetts
$426K – – –
SAM
824
SignalPoint Asset Management
Missouri
$425K -$1.61K -25 -0.4%
MCM
825
Manchester Capital Management
Vermont
$423K -$5.17K -80 -1%
31 32
33
34 35