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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 %
WT
876
Washington Trust
Rhode Island
$298K -$11.6K -180 -4%
FTIOP
877
Fiduciary Trust International of Pennsylvania
Pennsylvania
$298K +$38.7K +600 +15%
TCB
878
Texas Capital Bancshares
Texas
$297K -$20.5K -317 -6%
CT
879
Coastline Trust
Rhode Island
$297K – – –
SFM
880
Signature Financial Management
Virginia
$293K +$105K +1,624 +56%
NIA
881
Northstar Investment Advisors
Colorado
$290K – – –
BDF
882
Balasa Dinverno & Foltz
$290K +$644 +10 +0.2%
HC
883
HHG & Company
Connecticut
$289K – – –
W
884
Wealthfront
California
$287K +$83.1K +1,287 +41%
JIC
885
Johnson Investment Counsel
Ohio
$285K +$285K +4,427 New
TCOV
886
Trust Company of Vermont
Vermont
$283K +$9.63K +149 +4%
HCM
887
Hollencrest Capital Management
California
$283K +$35.2K +546 +14%
AMM
888
American Money Management
California
$283K +$12.9K +200 +5%
WA
889
WBH Advisory
Maryland
$282K +$193 +3 +0.1%
FHA
890
First Horizon Advisors
Tennessee
$279K +$29.3K +454 +12%
KFA
891
Kelleher Financial Advisors
New York
$278K -$11K -200 -4%
HB
892
Homrich & Berg
Georgia
$277K +$277K +4,294 New
CIP
893
Cornerstone Investment Partners
Georgia
$274K – – –
AP
894
AHL Partners
United Kingdom
$274K +$274K +4,252 New
FBNAT
895
FirstMerit Bank N.A. Trustee
Ohio
$273K -$61.2K -947 -18%
ESBC
896
E.S. Barr & Co
Kentucky
$272K – – –
FT
897
Fiduciary Trust
Massachusetts
$271K +$6.44K +100 +2%
CNAM
898
Campbell Newman Asset Management
Wisconsin
$270K – – –
HCC
899
Hirtle Callaghan & Co
Pennsylvania
$268K – – –
RSVP
900
Ramsay Stattman Vela & Price
Colorado
$268K – – –
34 35
36
37 38