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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 Market Value Shares Shares
Change 		Shares
Change %
FPC
1101
Falcon Point Capital
California
– – -13,287 Closed
TEC
1102
Tiger Eye Capital
Tennessee
– – -13,200 Closed
PP
1103
Paloma Partners
Connecticut
– – -11,571 Closed
QSS
1104
Quantitative Systematic Strategies
Florida
– – -9,915 Closed
IIA
1105
IPG Investment Advisors
California
– – -9,541 Closed
ACA
1106
Anchor Capital Advisors
Massachusetts
– – -7,980 Closed
AIM
1107
Allen Investment Management
New York
– – -6,048 Closed
TAM
1108
TPH Asset Management
Texas
– – -5,810 Closed
SIS
1109
Sandell Investment Services
New York
– – -4,995 Closed
SCM
1110
Southport Capital Management
Tennessee
– – -4,645 Closed
IT
1111
Investors Trust
Texas
– – -4,480 Closed
HH
1112
Hilltop Holdings
Texas
– – -4,390 Closed
TFA
1113
Transamerica Financial Advisors
Florida
– – -4,334 Closed
BGAM
1114
Boussard & Gavaudan Asset Management
United Kingdom
– – -4,024 Closed
PL
1115
Parkwood LLC
Ohio
– – -3,862 Closed
MMG
1116
Monetary Management Group
Missouri
– – -3,395 Closed
RCM
1117
Reynolds Capital Management
Nevada
– – -3,300 Closed
RW
1118
Rand Wealth
Maryland
– – -3,100 Closed
SHWM
1119
Smith & Howard Wealth Management
Georgia
– – -3,075 Closed
FMWA
1120
Forvis Mazars Wealth Advisors
Missouri
– – -3,057 Closed
EA
1121
Emerald Advisers
Pennsylvania
– – -2,998 Closed
HTC
1122
Haverford Trust Company
Pennsylvania
– – -2,985 Closed
FFBTD
1123
First Financial Bank - Trust Division
Ohio
– – -2,978 Closed
WPC
1124
Waters Parkerson & Co
Louisiana
– – -2,948 Closed
WI
1125
Wedgewood Investors
Pennsylvania
– – -2,925 Closed
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