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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
$648M
3
JHIU
Janus Henderson Investors US
Colorado
$245M
4
MCM
Marsico Capital Management
Colorado
$230M
5
Invesco
Invesco
Georgia
$904M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$454M
2
Franklin Resources
Franklin Resources
California
$301M
3
IC
Institutional Capital
Illinois
$378M
4
SFM
Soros Fund Management
New York
$0
5
BGC
Beutel, Goodman & Co
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
826
AGF Investments America
Ontario, Canada
$419K +$194K +3,000 +86%
IRS
827
Invictus RG (Singapore)
Singapore
$414K -$12.7K -196 -3%
RHBC
828
R.H. Bluestein & Co
Michigan
$413K -$71K -1,100 -15%
Jones Financial Companies
829
Jones Financial Companies
Missouri
$411K -$40.5K -627 -9%
HCM
830
Highbridge Capital Management
New York
$409K +$409K +6,339 New
WA
831
WFG Advisors
Texas
$403K -$103K -1,596 -20%
RNS
832
Robert N. Shapiro
$401K -$70.6K -1,094 -15%
CAM
833
Carret Asset Management
New York
$400K – – –
OA
834
Oxbow Advisors
Texas
$397K – – –
CCA
835
Checchi Capital Advisers
California
$393K +$96.7K +1,501 +33%
TH
836
TCTC Holdings
Texas
$392K – – –
GIS
837
Guardian Investor Services
New York
$389K -$19.1K -296 -5%
CIC
838
Carnegie Investment Counsel
Ohio
$387K +$13.2K +204 +4%
MBTD
839
Mechanics Bank - Trust Department
California
$387K +$56.8K +880 +17%
WMC
840
Westwood Management Corporation
Illinois
$387K +$64.5K +1,000 +20%
PWLP
841
Prio Wealth Limited Partnership
Massachusetts
$383K – – –
SACTSONJ
842
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$381K – – –
CBU
843
CIBC Bank USA
Illinois
$381K +$5.8K +90 +2%
BBI
844
Baxter Bros Inc
Connecticut
$379K +$379K +5,869 New
ARMT
845
Amica Retiree Medical Trust
Rhode Island
$378K – – –
LWM
846
LBA Wealth Management
Florida
$374K +$366K +5,661 +4,355%
MCM
847
MAI Capital Management
Ohio
$371K +$29.5K +458 +9%
JIP
848
Jaffetilchin Investment Partners
Florida
$369K +$135K +2,088 +57%
MAM
849
Martingale Asset Management
Massachusetts
$365K – – –
CPC
850
Cookson Peirce & Co
Pennsylvania
$361K +$6.45K +100 +2%
32 33
34
35 36