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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 Market Value Shares Shares
Change 		Shares
Change %
HCM
926
Hollencrest Capital Management
California
$273K 3,846 +345 +10%
WPW
927
Waldron Private Wealth
Pennsylvania
$273K 3,848 +3,848 New
FHA
928
First Horizon Advisors
Tennessee
$271K 3,869 +483 +14%
SC
929
Saiers Capital
New York
$270K 3,800 -12,500 -77%
PTC
930
Private Trust Company
Ohio
$269K 3,786 +1,095 +41%
WB
931
Webster Bank
Connecticut
$265K 3,730 – –
RT
932
Reliance Trust
Georgia
$264K 3,723 -4,302 -54%
LOCC
933
Lombard Odier & Cie (Canada)
Quebec, Canada
$263K 3,700 – –
JIP
934
Jaffetilchin Investment Partners
Florida
$258K 3,633 +3,633 New
WJA
935
Williams Jones & Associates
New York
$257K 3,614 -3,614 -50%
MCC
936
Mid Continent Capital
Illinois
$256K 3,600 +3,600 New
WSFS
937
Wilmington Savings Fund Society
Delaware
$255K 3,599 -320 -8%
SGCA
938
Steel Grove Capital Advisors
Tennessee
$255K 3,593 +3,593 New
Fisher Asset Management
939
Fisher Asset Management
Washington
$254K 3,580 -296 -8%
AIA
940
AGF Investments America
Ontario, Canada
$248K 3,489 +100 +3%
DD
941
Dominick & Dominick
New York
$246K 3,470 +3,470 New
SAMC
942
Shinko Asset Management Company
Japan
$244K 3,433 – –
FAG
943
Financial Advisory Group
Texas
$241K 3,399 -3,263 -49%
MMG
944
Monetary Management Group
Missouri
$241K 3,395 +3,395 New
UF
945
Univest Financial
Pennsylvania
$239K 3,360 +3,360 New
CSIC
946
Clifford Swan Investment Counsel
California
$238K 3,348 +3,348 New
GJIC
947
Gamble Jones Investment Counsel
California
$238K 3,356 +3,356 New
CCT
948
Chemung Canal Trust
New York
$236K 3,314 +3,314 New
RCM
949
Reynolds Capital Management
Nevada
$234K 3,300 +3,300 New
FNB
950
First Niagara Bank
New York
$233K 3,275 +3,275 New
36 37
38
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