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Halliburton
HAL

Overview Fund Activity

989 hedge funds and large institutions have $33.8B invested in Halliburton in 2013 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 346 increasing their positions, 374 reducing their positions, and 43 closing their positions.

Holders
989
Holders Change
+88
Holders Change %
+9.77%
% of All Funds
28.72%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
1.05%
New
141
Increased
346
Reduced
374
Closed
43
Calls
$2.02B
Puts
$1.38B
Net Calls
+$645M
Net Calls Change
+$586M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$605M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$204M
3
SCA
3
SAC Capital Advisors
Connecticut
$164M
4
SFM
4
Soros Fund Management
New York
$230M
5
Deutsche Bank
5
Deutsche Bank
Germany
$325M

Top Sellers

1
CG
1
Carmignac Gestion
France
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.35B
3
Boston Partners
3
Boston Partners
Massachusetts
$22M
4
Citigroup
4
Citigroup
New York
$63.7M
5
Invesco
5
Invesco
Georgia
$765M
Name Market Value Shares Shares
Change 		Shares
Change %
RSVP
876
Ramsay Stattman Vela & Price
Colorado
$211K 4,150 +4,150 New
CCA
877
Conestoga Capital Advisors
Pennsylvania
$209K 4,128 +4,128 New
TCM
878
Twin Capital Management
Pennsylvania
$208K 4,100 +4,100 New
Fisher Asset Management
879
Fisher Asset Management
Washington
$207K 4,086 -825 -17%
Victory Capital Management
880
Victory Capital Management
Texas
$206K 4,060 +1,153 +40%
BRWA
881
B. Riley Wealth Advisors
Florida
$205K 4,048 -304 -7%
AMM
882
American Money Management
California
$203K 4,006 +4,006 New
TCOV
883
Trust Company of Vermont
Vermont
$200K 3,941 -240 -6%
OC
884
Oakworth Capital
Alabama
$200K 3,946 +3,946 New
GACM
885
Green Arrow Capital Management
New York
$189K 3,721 +3,721 New
SAMC
886
Shinko Asset Management Company
Japan
$188K 3,698 -302 -8%
LOCC
887
Lombard Odier & Cie (Canada)
Quebec, Canada
$187K 3,700 +3,700 New
PRA
888
Parametric Risk Advisors
Connecticut
$182K 3,587 -6,055 -63%
TCM
889
Tradewinds Capital Management
Washington
$175K 3,445 +3,445 New
AIA
890
AGF Investments America
Ontario, Canada
$172K 3,389 – –
IRS
891
Invictus RG (Singapore)
Singapore
$165K 3,248 +3,248 New
M
892
MOTCO
Texas
$163K 3,220 -300 -9%
WA
893
Waverly Advisors
Alabama
$163K 3,215 -293 -8%
WG
894
Welch Group
Alabama
$163K 3,220 – –
RNS
895
Robert N. Shapiro
$156K 3,096 – –
SHWM
896
Smith & Howard Wealth Management
Georgia
$156K 3,075 +535 +21%
LWM
897
Lenox Wealth Management
Ohio
$155K 3,053 +3,053 New
AW
898
Alpha Windward
Massachusetts
$153K 3,021 +21 +0.7%
PTC
899
Private Trust Company
Ohio
$143K 2,822 -200 -7%
PSI
900
Pinnacle Summer Investments
Virginia
$141K 2,772 – –
34 35
36
37 38