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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 %
WG
951
Welch Group
Alabama
$229K 3,220 – –
CCA
952
Conestoga Capital Advisors
Pennsylvania
$227K 3,200 -928 -22%
RBC
953
Ronald Blue & Co
Georgia
$227K 3,192 +3,192 New
FBA
954
Front Barnett Associates
Illinois
$227K 3,200 +3,200 New
KA
955
KLCM Advisors
Wisconsin
$227K 3,200 +3,200 New
TC
956
TradeLink Capital
Illinois
$226K 3,182 +3,182 New
PP
957
Palladium Partners
Virginia
$224K 3,150 – –
W
958
Wealthfront
California
$224K 3,158 +1,211 +62%
BAC
959
Boys Arnold & Co
North Carolina
$224K 3,150 +3,150 New
BBNB
960
Baker Boyer National Bank
Washington
$224K 3,160 +3,160 New
BPBT
961
Boston Private Bank & Trust
Massachusetts
$221K 3,106 +200 +7%
SLG
962
Stanley-Laman Group
Pennsylvania
$220K 3,097 +3,097 New
RW
963
Rand Wealth
Maryland
$220K 3,100 +3,100 New
SCP
964
Syntal Capital Partners
Texas
$220K 3,100 +3,100 New
SHWM
965
Smith & Howard Wealth Management
Georgia
$218K 3,075 +3,075 New
FMWA
966
Forvis Mazars Wealth Advisors
Missouri
$217K 3,057 +3,057 New
TCM
967
Tradewinds Capital Management
Washington
$214K 3,008 -383 -11%
EA
968
Emerald Advisers
Pennsylvania
$213K 2,998 +2,998 New
FFBTD
969
First Financial Bank - Trust Division
Ohio
$212K 2,978 +2,978 New
HTC
970
Haverford Trust Company
Pennsylvania
$212K 2,985 +2,985 New
IH
971
IFC Holdings
Florida
$212K 3,020 +3,020 New
EGA
972
Eagle Global Advisors
Texas
$210K 2,955 +2,955 New
WPC
973
Waters Parkerson & Co
Louisiana
$209K 2,948 +2,948 New
AW
974
Alpha Windward
Massachusetts
$208K 2,928 -48 -2%
WI
975
Wedgewood Investors
Pennsylvania
$208K 2,925 +2,925 New
37 38
39
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