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Halliburton
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Overview Fund Activity

1,073 hedge funds and large institutions have $49.1B invested in Halliburton in 2014 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 361 increasing their positions, 434 reducing their positions, and 57 closing their positions.

Holders
1,073
Holders Change
+63
Holders Change %
+6.24%
% of All Funds
30.86%
Holding in Top 10
82
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+26.15%
% of All Funds
2.36%
New
127
Increased
361
Reduced
434
Closed
57
Calls
$967M
Puts
$873M
Net Calls
+$93.4M
Net Calls Change
-$239M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.75B
2
Norges Bank
2
Norges Bank
Norway
$1.09B
3
Wells Fargo
3
Wells Fargo
California
$457M
4
TCIM
4
TIAA CREF Investment Management
New York
$596M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.01B

Top Sellers

1
Invesco
1
Invesco
Georgia
$821M
2
BWA
2
Brave Warrior Advisors
New York
$5.03M
3
Franklin Resources
3
Franklin Resources
California
$844M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.7B
5
IC
5
Institutional Capital
Illinois
$678M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
901
WBH Advisory
Maryland
$311K +$311K +4,380 New
TFA
902
Transamerica Financial Advisors
Florida
$308K +$308K +4,334 New
BHBT
903
Burke & Herbert Bank & Trust
Virginia
$305K – – –
BB
904
Bell Bank
North Dakota
$304K -$106K -1,489 -26%
BCM
905
Brookstone Capital Management
Illinois
$303K -$45.5K -641 -13%
BRWA
906
B. Riley Wealth Advisors
Florida
$303K +$154K +4,099 +104%
CIP
907
Cornerstone Investment Partners
Georgia
$302K – – –
TCOV
908
Trust Company of Vermont
Vermont
$300K +$6.38K +90 +2%
ESBC
909
E.S. Barr & Co
Kentucky
$299K – – –
AMM
910
American Money Management
California
$297K – – –
CNAM
911
Campbell Newman Asset Management
Wisconsin
$297K – – –
RSVP
912
Ramsay Stattman Vela & Price
Colorado
$295K – – –
HCC
913
Hirtle Callaghan & Co
Pennsylvania
$295K – – –
JC
914
Jacobs & Co
California
$291K -$114K -1,600 -28%
HDIM
915
Hanson & Doremus Investment Management
Vermont
$291K -$8.88K -125 -3%
TCM
916
Twin Capital Management
Pennsylvania
$291K +$291K +4,100 New
FT
917
Fiduciary Trust
Massachusetts
$291K +$291K +4,110 New
FTIOP
918
Fiduciary Trust International of Pennsylvania
Pennsylvania
$286K -$14.2K -200 -5%
BGAM
919
Boussard & Gavaudan Asset Management
United Kingdom
$285K -$30.4K -429 -10%
TA
920
Teton Advisors
New York
$284K -$71K -1,000 -20%
NES
921
New England Securities
New York
$284K +$167K +2,361 +144%
ST
922
Smithfield Trust
Pennsylvania
$281K -$25.6K -361 -8%
OC
923
Oakworth Capital
Alabama
$281K +$781 +11 +0.3%
NRS
924
Neville Rodie & Shaw
New York
$277K -$63.1K -890 -19%
PL
925
Parkwood LLC
Ohio
$274K -$5.32K -75 -2%
35 36
37
38 39