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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.

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
1
Winslow Capital Management
Minnesota
$484M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$648M
3
JHIU
3
Janus Henderson Investors US
Colorado
$245M
4
MCM
4
Marsico Capital Management
Colorado
$230M
5
Invesco
5
Invesco
Georgia
$904M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$454M
2
Franklin Resources
2
Franklin Resources
California
$301M
3
IC
3
Institutional Capital
Illinois
$378M
4
SFM
4
Soros Fund Management
New York
$0
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
926
Stanley-Laman Group
Pennsylvania
$225K +$25.5K +395 +13%
BGIM
927
Boussard & Gavaudan Investment Management
United Kingdom
$225K +$225K +3,430 New
BRWA
928
B. Riley Wealth Advisors
Florida
$221K -$296K -4,609 -57%
CC
929
Courier Capital
New York
$220K -$90.2K -1,397 -29%
GAG
930
GM Advisory Group
New York
$219K +$219K +3,392 New
GJIC
931
Gamble Jones Investment Counsel
California
$217K – – –
BPBT
932
Boston Private Bank & Trust
Massachusetts
$217K +$16.8K +260 +8%
CL
933
CFS LLC
Oklahoma
$217K +$138K +2,144 +175%
CSIC
934
Clifford Swan Investment Counsel
California
$216K – – –
FNB
935
First Niagara Bank
New York
$216K +$5.03K +78 +2%
MWR
936
McAdams Wright Ragen
Washington
$215K -$80.5K -1,248 -27%
BSWMG
937
Barrington Strategic Wealth Management Group
Illinois
$210K -$75K -1,160 -26%
BAC
938
Boys Arnold & Co
North Carolina
$210K +$6.46K +100 +3%
RFA
939
Reilly Financial Advisors
California
$210K +$84.5K +1,312 +67%
SC
940
Schulhoff & Co
Ohio
$210K +$210K +3,250 New
SAMC
941
Shinko Asset Management Company
Japan
$209K -$12.9K -200 -6%
WG
942
Welch Group
Alabama
$208K – – –
PP
943
Palladium Partners
Virginia
$208K +$4.77K +74 +2%
BCM
944
BTC Capital Management
Iowa
$208K +$208K +3,230 New
UF
945
Univest Financial
Pennsylvania
$207K -$9.34K -145 -4%
CCA
946
Conestoga Capital Advisors
Pennsylvania
$206K – – –
KA
947
KLCM Advisors
Wisconsin
$206K – – –
FBA
948
Front Barnett Associates
Illinois
$206K – – –
BBNB
949
Baker Boyer National Bank
Washington
$204K – – –
EGA
950
Eagle Global Advisors
Texas
$204K +$12.9K +200 +7%
36 37
38
39 40