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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 %
JIC
276
Joel Isaacson & Co
New York
$33K – – –
HDIM
277
Hanson & Doremus Investment Management
Vermont
$33K – – –
ASN
278
Advisory Services Network
Georgia
$32K – – –
AC
279
Alexandria Capital
Virginia
$32K +$11.7K +336 +58%
RFWA
280
RPg Family Wealth Advisory
Massachusetts
$29.6K +$29.6K +842 New
ST
281
Smithfield Trust
Pennsylvania
$29K – – –
OC
282
Oakworth Capital
Alabama
$29K – – –
BlackRock
283
BlackRock
New York
$28K +$28K +786 New
PCP
284
Proficio Capital Partners
Massachusetts
$28K +$28K +796 New
EFSCE
285
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$20.7K +597 +332%
H
286
Hexavest
Quebec, Canada
$26K – – –
AIP
287
Ameritas Investment Partners
Nebraska
$25K +$25K +726 New
HCM
288
Horrell Capital Management
Arkansas
$23K +$493 +14 +2%
BL
289
Balentine LLC
Georgia
$21K -$15.1K -428 -42%
ATC
290
Adirondack Trust Company
New York
$21K – – –
NFG
291
Next Financial Group
Texas
$19K -$11.8K -337 -38%
TDC
292
Thompson Davis & Co
Virginia
$19K +$71 +2 +0.4%
ANBT
293
American National Bank & Trust
Texas
$18K – – –
WC
294
Whitnell & Co
Illinois
$16K – – –
WTB
295
Washington Trust Bank
Washington
$15K – – –
LJHT
296
Laurie J. Hall Trustee
$15K +$15K +534 New
TRCT
297
Tower Research Capital (TRC)
New York
$14K -$15.9K -467 -53%
SF
298
Synovus Financial
Georgia
$14K – – –
PMFA
299
Plante Moran Financial Advisors
Michigan
$13K +$13K +378 New
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
10 11
12
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