HSBC icon

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 %
LNB
276
Ledyard National Bank
$72K -$1.68K -45 -2%
JWA
277
JFS Wealth Advisors
Pennsylvania
$65K +$640 +17 +1%
AA
278
Apriem Advisors
California
$64K -$1.51K -40 -2%
MCA
279
Mercer Capital Advisers
New Jersey
$64K -$1.46K -39 -2%
ZB
280
Zions Bancorporation
Utah
$64K +$64K +1,710 New
Victory Capital Management
281
Victory Capital Management
Texas
$59K -$1.35K -36 -2%
RWA
282
Ropes Wealth Advisors
Massachusetts
$58K +$58K +1,547 New
TCM
283
Tradewinds Capital Management
Washington
$55K -$14.7K -390 -21%
KTC
284
Kistler-Tiffany Companies
Pennsylvania
$55K +$39.9K +1,065 +265%
WTB
285
Washington Trust Bank
Washington
$52K -$32.6K -862 -39%
KT
286
Kanaly Trust
Texas
$46K +$6.78K +181 +17%
NFG
287
Next Financial Group
Texas
$44K -$9.72K -259 -18%
CLOS
288
Compagnie Lombard Odier SCmA
Switzerland
$43K -$1.02K -27 -2%
LOT
289
Lombard Odier Transatlantic
Quebec, Canada
$43K -$1.02K -27 -2%
HI
290
Hudock Inc
Pennsylvania
$43K -$1.02K -27 -2%
CG
291
Colony Group
Massachusetts
$43K +$42.6K +1,134 +9,450%
ASN
292
Advisory Services Network
Georgia
$41K -$1.23K -32 -3%
Schroder Investment Management Group
293
Schroder Investment Management Group
United Kingdom
$41K -$948 -25 -2%
CTC
294
Central Trust Company
Missouri
$39K +$3.71K +100 +11%
BCMIO
295
Beacon Capital Management Inc (Ohio)
Ohio
$39K +$39K +1,049 New
BFEC
296
Benjamin F. Edwards & Company
Missouri
$38K -$891 -24 -2%
SSG
297
Summit Securities Group
New York
$38K +$38K +1,021 New
OC
298
Oakworth Capital
Alabama
$37K -$834 -19 -2%
GI
299
Gradient Investments
Minnesota
$36K +$29.6K +781 +462%
EWM
300
Evercore Wealth Management
New York
$35K -$140K -3,736 -80%
10 11
12
13 14