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HSBC
HSBC

Overview Fund Activity

340 hedge funds and large institutions have $3.65B invested in HSBC in 2015 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
8.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
44
Increased
116
Reduced
122
Closed
38
Calls
$41.6M
Puts
$144M
Net Calls
-$102M
Net Calls Change
-$43.8M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$464M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.6M
3
CI
Cambiar Investors
Colorado
$97.5M
4
CS
Credit Suisse
Switzerland
$22M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$13.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$261M
2
SCCM
Schafer Cullen Capital Management
New York
$146M
3
Bessemer Group
Bessemer Group
New Jersey
$89.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.1M
5
Wells Fargo
Wells Fargo
California
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTC
226
Farmers Trust Company
Ohio
$235K – – –
BIAS
227
Beacon Investment Advisory Services
New Jersey
$230K -$6.29K -179 -3%
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$225K +$16.5K +469 +8%
WAM
229
Weatherly Asset Management
California
$216K +$216K +6,161 New
ATIA
230
American Trust Investment Advisors
New Hampshire
$214K +$214K +6,083 New
HCIA
231
Hochman Cole Investment Advisors
Illinois
$212K +$212K +6,029 New
PWAG
232
Polaris Wealth Advisory Group
California
$211K +$211K +5,999 New
ACM
233
Argyle Capital Management
Pennsylvania
$207K -$78.9K -2,245 -28%
HJGA
234
Hardman Johnston Global Advisors
Connecticut
$207K +$207K +5,894 New
CGT
235
Capital Guardian Trust
California
$204K -$238K -6,751 -54%
MFS
236
MSI Financial Services
Massachusetts
$172K +$124K +3,534 +259%
IWM
237
Integrated Wealth Management
California
$170K -$914 -26 -0.5%
Walleye Trading
238
Walleye Trading
New York
$168K +$168K +4,766 New
PFBT
239
Parkside Financial Bank & Trust
Missouri
$143K -$565 -16 -0.4%
AIG
240
American International Group
New York
$142K +$19K +543 +15%
DADC
241
D.A. Davidson & Co
Montana
$136K +$1.1K +32 +0.8%
KT
242
Kanaly Trust
Texas
$134K -$4.95K -141 -4%
HNB
243
Huntington National Bank
Ohio
$133K -$21.8K -619 -14%
FCM
244
Forester Capital Management
Illinois
$126K – – –
SDIC
245
South Dakota Investment Council
South Dakota
$115K – – –
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$111K -$43.7K -1,244 -28%
AWM
247
Arbor Wealth Management
Florida
$104K +$104K +3,722 New
WAM
248
Wealthspire Advisors (Maryland)
Maryland
$95K +$95K +2,705 New
LIA
249
LS Investment Advisors
Michigan
$84K +$1.03K +29 +1%
MWP
250
MYCIO Wealth Partners
Pennsylvania
$79K +$6.72K +191 +9%
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