HSBC icon

HSBC
HSBC

Overview Fund Activity

379 hedge funds and large institutions have $6.14B invested in HSBC in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
10.9%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
32
Increased
130
Reduced
141
Closed
38
Calls
$438M
Puts
$312M
Net Calls
+$126M
Net Calls Change
+$237M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$647M
2
Northern Trust
Northern Trust
Illinois
$158M
3
Bessemer Group
Bessemer Group
New Jersey
$136M
4
Allianz Asset Management
Allianz Asset Management
Germany
$58.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$452M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
MICM
Matthews International Capital Management
California
$214M
3
SI
Scout Investments
Missouri
$134M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$142M
5
TIM
Thornburg Investment Management
New Mexico
$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$492K +$2.98K +68 +0.6%
FAAS
227
First Allied Advisory Services
California
$490K -$17.8K -405 -4%
NA
228
Navellier & Associates
Nevada
$462K -$28.8K -658 -6%
ST
229
Stifel Trust
Missouri
$444K – – –
WTNA
230
Wilmington Trust National Association
Delaware
$434K -$17.3K -396 -4%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$433K +$122K +2,779 +39%
UBS AM
232
UBS AM
Illinois
$431K -$23.8K -544 -5%
CCM
233
Covington Capital Management
California
$430K -$6.51K -145 -1%
Nomura Holdings
234
Nomura Holdings
Japan
$428K -$629K -14,326 -60%
GLRA
235
Gerald L. Ray & Associates
Texas
$419K – – –
HCM
236
Hollencrest Capital Management
California
$417K – – –
PAM
237
Princeton Alpha Management
New Jersey
$411K -$688K -15,714 -63%
IT
238
Independence Trust
Tennessee
$405K +$13.7K +313 +4%
VKH
239
Virtu KCG Holdings
New York
$394K -$1.65M -37,557 -81%
BIM
240
Baldwin Investment Management
Pennsylvania
$394K -$22.7K -520 -5%
Mirae Asset Global Investments
241
Mirae Asset Global Investments
South Korea
$381K +$5.08K +116 +1%
MIC
242
Meridian Investment Counsel
California
$377K -$355K -8,115 -48%
WB
243
WesBanco Bank
West Virginia
$372K +$10.6K +243 +3%
ACM
244
Argyle Capital Management
Pennsylvania
$368K – – –
OCG
245
Opus Capital Group
Ohio
$366K – – –
CIP
246
Convergence Investment Partners
Florida
$363K -$162K -3,703 -31%
SCM
247
SOL Capital Management
Maryland
$357K +$11.4K +261 +3%
T
248
TradeWorx
New Jersey
$353K +$353K +8,062 New
ACI
249
Alpha Cubed Investments
California
$352K -$6.3K -144 -2%
HNB
250
Huntington National Bank
Ohio
$350K -$247K -5,642 -41%
8 9
10
11 12