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HSBC
HSBC

Overview Fund Activity

338 hedge funds and large institutions have $3.58B invested in HSBC in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 124 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-11
Holders Change %
-3.15%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
34
Increased
122
Reduced
124
Closed
43
Calls
$76.3M
Puts
$135M
Net Calls
-$58.5M
Net Calls Change
-$13.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$109M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$416M
3
SCM
Segantii Capital Management
Hong Kong
$53M
4
Morgan Stanley
Morgan Stanley
New York
$48.5M
5
Franklin Resources
Franklin Resources
California
$47.2M

Top Sellers

1
MICM
Matthews International Capital Management
California
$92.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$79.3M
3
Millennium Management
Millennium Management
New York
$533K
4
Fisher Asset Management
Fisher Asset Management
Washington
$434M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
251
LS Investment Advisors
Michigan
$79K +$1.68K +50 +2%
TCM
252
Tradewinds Capital Management
Washington
$73K +$5.43K +161 +8%
MCM
253
Manchester Capital Management
Vermont
$72K – – –
MWP
254
MYCIO Wealth Partners
Pennsylvania
$69K +$1.14K +34 +2%
LNB
255
Ledyard National Bank
$65K – – –
JWA
256
JFS Wealth Advisors
Pennsylvania
$62K +$4.15K +123 +7%
KTC
257
Kistler-Tiffany Companies
Pennsylvania
$60K -$9.56K -258 -14%
CLOS
258
Compagnie Lombard Odier SCmA
Switzerland
$60K +$14.3K +425 +31%
MCA
259
Mercer Capital Advisers
New Jersey
$59K +$606 +18 +1%
RWA
260
Ropes Wealth Advisors
Massachusetts
$52K – – –
S
261
SignatureFD
Georgia
$52K +$41.3K +1,220 +387%
Victory Capital Management
262
Victory Capital Management
Texas
$51K -$1.63K -48 -3%
AA
263
Apriem Advisors
California
$49K – – –
FIB
264
First Interstate Bank
Montana
$49K +$49K +1,453 New
MFS
265
MSI Financial Services
Massachusetts
$46K -$877 -26 -2%
ZB
266
Zions Bancorporation
Utah
$44K +$44K +1,247 New
RIA
267
Regal Investment Advisors
Michigan
$42K +$40.3K +1,220 +2,392%
WEC
268
Winslow Evans & Crocker
Massachusetts
$41.4K +$843 +25 +2%
Schroder Investment Management Group
269
Schroder Investment Management Group
United Kingdom
$40K – – –
LOT
270
Lombard Odier Transatlantic
Quebec, Canada
$38K – – –
GWM
271
Gupta Wealth Management
California
$37K +$8.98K +265 +32%
FHA
272
First Horizon Advisors
Tennessee
$35K -$8.39K -250 -19%
BL
273
Balentine LLC
Georgia
$35K +$11.3K +332 +48%
BC
274
Bartlett & Co
Ohio
$34K -$8.31K -247 -20%
KF
275
Krilogy Financial
Missouri
$33K +$33K +987 New
9 10
11
12 13