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HSBC
HSBC

Overview Fund Activity

385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
–
Holders Change %
0%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
43
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$99.8M
2
Wells Fargo
Wells Fargo
California
+$38M
3
TGI
Tradewinds Global Investors
California
+$36.7M
4
Northern Trust
Northern Trust
Illinois
+$35.9M
5
BIP
Brandes Investment Partners
California
+$30.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Renaissance Technologies
Renaissance Technologies
New York
-$35M
3
MICM
Matthews International Capital Management
California
-$32.5M
4
SM
Seminole Management
New York
-$25.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
226
Edge Asset Management
Washington
$549K – – –
CBB
227
Citizens Business Bank
California
$545K +$20.5K +468 +4%
ISL
228
Ingalls & Snyder LLC
New York
$532K – – –
SI
229
Stephens Inc
Arkansas
$531K +$9.55K +218 +2%
TCT
230
TIAA CREF Trust
Missouri
$530K +$530K +12,105 New
BWAM
231
Boyd Watterson Asset Management
Ohio
$528K +$39.7K +907 +8%
CIP
232
Convergence Investment Partners
Florida
$525K -$96.4K -2,202 -16%
EARNEST Partners
233
EARNEST Partners
Georgia
$524K +$109K +2,483 +26%
LCM
234
Logan Capital Management
Pennsylvania
$522K +$79.6K +1,819 +18%
MC
235
Moors & Cabot
Massachusetts
$520K +$520K +11,880 New
FAAS
236
First Allied Advisory Services
California
$507K +$288K +6,569 +131%
JFGIW
237
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$504K +$44.9K +1,025 +10%
PGA
238
Portland Global Advisors
Maine
$494K +$17.5K +400 +4%
NA
239
Navellier & Associates
Nevada
$491K -$3.86K -88 -0.8%
Creative Planning
240
Creative Planning
Kansas
$489K -$141K -3,227 -22%
BF
241
BOK Financial
Oklahoma
$468K -$2.54K -58 -0.5%
CBU
242
CIBC Bank USA
Illinois
$466K -$10K -229 -2%
UBS AM
243
UBS AM
Illinois
$456K -$229K -5,217 -33%
WTNA
244
Wilmington Trust National Association
Delaware
$451K -$120K -2,747 -21%
SCA
245
SAC Capital Advisors
Connecticut
$449K +$149K +3,402 +50%
ST
246
Stifel Trust
Missouri
$444K – – –
CRC
247
Curi RMB Capital
Illinois
$435K -$121K -2,759 -22%
CCM
248
Covington Capital Management
California
$426K – – –
PRC
249
Platte River Capital
Colorado
$420K +$420K +9,586 New
GLRA
250
Gerald L. Ray & Associates
Texas
$419K +$15.2K +348 +4%
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