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HSBC
HSBC

Overview Fund Activity

354 hedge funds and large institutions have $4.18B invested in HSBC in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 199 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-21
Holders Change %
-5.6%
% of All Funds
9.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
33
Increased
121
Reduced
199
Closed
50
Calls
$33.7M
Puts
$199M
Net Calls
-$165M
Net Calls Change
-$84.7M

Top Buyers

1
SCCM
Schafer Cullen Capital Management
New York
+$48.4M
2
Invesco
Invesco
Georgia
+$30.2M
3
BIP
Brandes Investment Partners
California
+$20M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$187M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$57M
3
CCM
Causeway Capital Management
California
-$37.8M
4
VKH
Virtu KCG Holdings
New York
-$20.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
251
First Allied Asset Management
California
$226K +$226K +6,023 New
RCAG
252
Rehmann Capital Advisory Group
Michigan
$225K -$35.2K -937 -14%
QCMC
253
Quantum Capital Management (California)
California
$225K -$17.7K -470 -7%
Pacer Advisors
254
Pacer Advisors
Pennsylvania
$225K +$225K +5,996 New
HJGA
255
Hardman Johnston Global Advisors
Connecticut
$223K -$5.17K -138 -2%
SW
256
SVB Wealth
Massachusetts
$221K -$238K -6,329 -52%
BPBT
257
Boston Private Bank & Trust
Massachusetts
$221K -$238K -6,329 -52%
CIP
258
Convergence Investment Partners
Florida
$213K -$135K -3,596 -39%
FWCM
259
Ferguson Wellman Capital Management
Oregon
$211K -$59.4K -1,582 -22%
FB
260
Fulton Bank
Pennsylvania
$207K +$8.37K +224 +4%
IWM
261
Integrated Wealth Management
California
$207K +$207K +5,514 New
Verition Fund Management
262
Verition Fund Management
Connecticut
$206K +$206K +5,485 New
HNB
263
Huntington National Bank
Ohio
$203K +$39.2K +1,045 +24%
PVWM
264
Point View Wealth Management
New Jersey
$187K +$187K +4,985 New
AIG
265
American International Group
New York
$140K -$40.6K -1,080 -22%
SC
266
Saturna Capital
Washington
$137K -$3.2K -80 -2%
FCM
267
Forester Capital Management
Illinois
$135K -$3.14K -84 -2%
SDIC
268
South Dakota Investment Council
South Dakota
$124K -$2.9K -77 -2%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$121K -$17.6K -469 -13%
BC
270
Bartlett & Co
Ohio
$112K -$10.9K -289 -9%
WC
271
Whitnell & Co
Illinois
$85K -$82.5K -2,200 -49%
LIA
272
LS Investment Advisors
Michigan
$85K -$1.99K -53 -2%
PCM
273
Parsons Capital Management
Rhode Island
$83K +$83K +2,665 New
MWP
274
MYCIO Wealth Partners
Pennsylvania
$77K +$20.1K +533 +35%
MFS
275
MSI Financial Services
Massachusetts
$73K +$29.8K +795 +69%
9 10
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