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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 %
OC
901
Oakworth Capital
Alabama
$268K – – –
SCA
902
Sippican Capital Advisors
Massachusetts
$268K +$268K +4,160 New
NRS
903
Neville Rodie & Shaw
New York
$267K +$14.2K +220 +6%
Fisher Asset Management
904
Fisher Asset Management
Washington
$265K +$34.3K +533 +15%
JC
905
Jacobs & Co
California
$264K – – –
HDIM
906
Hanson & Doremus Investment Management
Vermont
$264K – – –
CCT
907
Chemung Canal Trust
New York
$263K +$49.7K +773 +23%
Twin Tree Management
908
Twin Tree Management
Texas
$262K -$595K -9,215 -69%
ALA
909
Atherton Lane Advisers
California
$261K -$27.3K -423 -9%
BB
910
Bell Bank
North Dakota
$261K -$15.5K -240 -6%
TA
911
Teton Advisors
New York
$258K – – –
NES
912
New England Securities
New York
$258K – – –
BHIA
913
Birch Hill Investment Advisors
Massachusetts
$257K -$52.2K -810 -17%
ST
914
Smithfield Trust
Pennsylvania
$255K -$774 -12 -0.3%
PTC
915
Private Trust Company
Ohio
$249K +$4.84K +75 +2%
FNBTCON
916
First National Bank & Trust Co of Newtown
Pennsylvania
$245K +$245K +3,800 New
BP
917
Banyan Partners
Florida
$240K -$84.9K -1,316 -26%
WB
918
Webster Bank
Connecticut
$240K – – –
BAAM
919
Baker Avenue Asset Management
California
$239K -$194K -3,000 -45%
RT
920
Reliance Trust
Georgia
$239K -$515 -8 -0.2%
MCC
921
Mid Continent Capital
Illinois
$238K +$6.43K +100 +3%
BCM
922
Brookstone Capital Management
Illinois
$232K -$43.7K -676 -16%
FAG
923
Financial Advisory Group
Texas
$232K +$13K +202 +6%
TC
924
TradeLink Capital
Illinois
$231K +$25.8K +400 +13%
WSFS
925
Wilmington Savings Fund Society
Delaware
$225K -$7.09K -110 -3%
35 36
37
38 39