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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 %
DY
851
Dowling & Yahnke
California
$355K -$6.46K -100 -2%
CI
852
Cowen Inc
New York
$355K +$355K +5,500 New
HHGA
853
Halbert Hargrove Global Advisors
California
$351K -$54.9K -851 -14%
ECM
854
Estabrook Capital Management
New York
$346K – – –
ACM
855
Academy Capital Management
Texas
$346K – – –
FSA
856
Franklin Street Advisors
North Carolina
$344K – – –
GP
857
Girard Partners
Pennsylvania
$344K +$26.4K +410 +8%
NI
858
Numeric Investors
Massachusetts
$342K -$1.45M -22,500 -81%
BKBG
859
BHF Kleinwort Benson Group
Belgium
$340K -$108K -1,665 -24%
FTC
860
Farmers Trust Company
Ohio
$339K +$17.1K +266 +5%
FCBT
861
First Citizens Bank & Trust
North Carolina
$331K -$1.97M -30,534 -86%
WTC
862
WhitTier Trust Company
Nevada
$331K – – –
CA
863
Corrado Advisors
New Jersey
$323K – – –
LOCC
864
Lombard Odier & Cie (Canada)
Quebec, Canada
$323K +$84K +1,300 +35%
TNBTD
865
Trustmark National Bank Trust Department
Mississippi
$322K – – –
IH
866
IFC Holdings
Florida
$321K +$127K +1,973 +65%
KFS
867
KMS Financial Services
Washington
$318K +$26.3K +407 +9%
MTIM
868
Marathon Trading Investment Management
Pennsylvania
$316K -$213K -3,303 -40%
TAM
869
Trillium Asset Management
Massachusetts
$313K – – –
GLI
870
Guardian Life Insurance
New York
$312K +$645 +10 +0.2%
EFS
871
Essex Financial Services
Connecticut
$310K -$3.23K -50 -1%
WPW
872
Waldron Private Wealth
Pennsylvania
$304K +$56K +868 +23%
HIM
873
Hillsdale Investment Management
Ontario, Canada
$301K – – –
PVWM
874
Point View Wealth Management
New Jersey
$299K -$14.3K -221 -5%
BHBT
875
Burke & Herbert Bank & Trust
Virginia
$299K +$21.6K +335 +8%
33 34
35
36 37