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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 %
BF
276
BOK Financial
Oklahoma
$257K -$211K -4,809 -45%
IWC
277
Integrated Wealth Counsel
California
$242K -$59.7K -1,364 -20%
SIC
278
Shoker Investment Counsel
Ohio
$237K – – –
RCAG
279
Rehmann Capital Advisory Group
Michigan
$233K +$13.9K +318 +6%
RJT
280
Raymond James Trust
Florida
$233K +$233K +5,330 New
CSS
281
Cubist Systematic Strategies
Connecticut
$224K +$224K +5,123 New
WC
282
Whitnell & Co
Illinois
$221K -$26.4K -604 -11%
AHB
283
Abner Herrman & Brock
New Jersey
$221K +$10.9K +249 +5%
FB
284
Fulton Bank
Pennsylvania
$219K +$219K +5,023 New
PVWM
285
Point View Wealth Management
New Jersey
$215K – – –
PFBT
286
Parkside Financial Bank & Trust
Missouri
$212K +$212K +4,837 New
BOH
287
Bank of Hawaii
Hawaii
$209K +$209K +4,786 New
HBWM
288
Hollow Brook Wealth Management
New York
$208K -$45.7K -1,045 -18%
BJL
289
Brighton Jones LLC
Washington
$208K +$7.93K +181 +4%
FHC
290
First Heartland Consultants
Missouri
$205K +$205K +4,674 New
GIA
291
GHP Investment Advisors
Colorado
$203K -$4.99K -114 -2%
MJP
292
Michael J. Puzo
$203K – – –
BRWA
293
B. Riley Wealth Advisors
Florida
$197K +$197K +4,490 New
HCC
294
Hirtle Callaghan & Co
Pennsylvania
$185K – – –
Parallax Volatility Advisers
295
Parallax Volatility Advisers
California
$163K -$2.01M -45,764 -92%
FCM
296
Forester Capital Management
Illinois
$162K – – –
WEC
297
Winslow Evans & Crocker
Massachusetts
$153K +$25.9K +592 +20%
LTFS
298
Ladenburg Thalmann Financial Services
Florida
$149K -$12.1K -277 -8%
AIG
299
American International Group
New York
$143K -$24.7K -565 -15%
BC
300
Bartlett & Co
Ohio
$133K – – –
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