HSBC icon

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 %
S
251
SignatureFD
Georgia
$77K +$23.3K +666 +43%
JFGIW
252
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K -$90.4K -2,576 -55%
MCM
253
Manchester Capital Management
Vermont
$75K – – –
CFG
254
Citizens Financial Group
Rhode Island
$66K +$66K +1,889 New
TCM
255
Tradewinds Capital Management
Washington
$65K -$11K -314 -15%
JWA
256
JFS Wealth Advisors
Pennsylvania
$65K +$141 +4 +0.2%
MCA
257
Mercer Capital Advisers
New Jersey
$63K +$1.51K +43 +2%
HL
258
Harding Loevner
New Jersey
$63K +$61.4K +1,741 +3,957%
CLOS
259
Compagnie Lombard Odier SCmA
Switzerland
$62K – – –
LNB
260
Ledyard National Bank
$58K -$8.75K -250 -13%
KTC
261
Kistler-Tiffany Companies
Pennsylvania
$58K -$4.35K -113 -7%
RWA
262
Ropes Wealth Advisors
Massachusetts
$54K – – –
ZB
263
Zions Bancorporation
Utah
$54K +$17.2K +582 +47%
CTC
264
Central Trust Company
Missouri
$53K +$20.9K +592 +65%
FIB
265
First Interstate Bank
Montana
$51K – – –
AA
266
Apriem Advisors
California
$51K – – –
Victory Capital Management
267
Victory Capital Management
Texas
$45K -$7.86K -224 -15%
WEC
268
Winslow Evans & Crocker
Massachusetts
$43.8K +$632 +18 +1%
Schroder Investment Management Group
269
Schroder Investment Management Group
United Kingdom
$41K +$381 +11 +0.9%
Simplex Trading
270
Simplex Trading
Illinois
$41K +$41K +1,182 New
LOT
271
Lombard Odier Transatlantic
Quebec, Canada
$39K – – –
GWM
272
Gupta Wealth Management
California
$39K +$178 +5 +0.5%
BC
273
Bartlett & Co
Ohio
$36K – – –
QCG
274
Quadrant Capital Group
Ohio
$36K +$25.9K +823 +256%
FHA
275
First Horizon Advisors
Tennessee
$34K -$2.04K -59 -6%
9 10
11
12 13