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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 %
MIM
951
Montgomery Investment Management
Maryland
$204K +$204K +3,169 New
WJA
952
Williams Jones & Associates
New York
$202K -$30.9K -480 -13%
MSFP
953
Mark Sheptoff Financial Planning
Connecticut
$200K +$38.7K +600 +24%
SCP
954
Syntal Capital Partners
Texas
$199K – – –
TCM
955
Tradewinds Capital Management
Washington
$194K – – –
AW
956
Alpha Windward
Massachusetts
$187K -$1.94K -30 -1%
FMII
957
Farmers & Merchants Investments Inc
Nebraska
$180K – – –
BRWM
958
B. Riley Wealth Management
Tennessee
$176K -$233K -3,628 -57%
NYLT
959
New York Life Trust
New York
$165K -$9.89K -153 -6%
QAM
960
QCI Asset Management
New York
$164K – – –
Walleye Trading
961
Walleye Trading
New York
$164K +$164K +2,545 New
M
962
MOTCO
Texas
$163K – – –
LWCFA
963
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163K – – –
ZTNA
964
Zions Trust National Association
Utah
$161K – – –
IMAS
965
ID Management A/S
Denmark
$161K +$161K +2,500 New
LWM
966
Lenox Wealth Management
Ohio
$160K -$4.64K -72 -3%
CWM
967
Cranbrook Wealth Management
Michigan
$153K +$387 +6 +0.3%
LNB
968
Ledyard National Bank
$140K – – –
OAM
969
Orinda Asset Management
California
$138K -$34.7K -537 -20%
WC
970
Whitnell & Co
Illinois
$134K – – –
SC
971
SRB Corp
Massachusetts
$133K +$133K +2,068 New
PSI
972
Pinnacle Summer Investments
Virginia
$130K +$386 +6 +0.3%
FFC
973
First Financial Corp
Indiana
$129K -$3.86K -60 -3%
NCM
974
Nelson Capital Management
California
$129K – – –
CAL
975
Capital Analysts LLC
Pennsylvania
$125K +$60.8K +942 +94%
37 38
39
40 41