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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 %
DSC
301
Duncker Streett & Co
Missouri
$11K – – –
W
302
Wealthfront
California
$11K +$11K +337 New
PSC
303
Prentiss Smith & Co
Vermont
$11K +$11K +337 New
DAM
304
Delta Asset Management
Tennessee
$10K – – –
IWC
305
Integrated Wealth Counsel
California
$10K – – –
FNBT
306
FineMark National Bank & Trust
Florida
$10K +$634 +18 +7%
QCG
307
Quadrant Capital Group
Ohio
$10K +$839 +27 +9%
KA
308
Klingman & Associates
New York
$10K +$10K +309 New
BNP Paribas Financial Markets
309
BNP Paribas Financial Markets
France
$9.47K +$6.37K +189 +205%
RFA
310
Reilly Financial Advisors
California
$8K -$20.1K -562 -72%
TF
311
Tompkins Financial
New York
$8K – – –
NCM
312
Nelson Capital Management
California
$8K – – –
LWA
313
Lenox Wealth Advisors
New York
$8K – – –
HPBT
314
High Point Bank & Trust
North Carolina
$7K – – –
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$10.8K -325 -64%
TFO
316
Tarbox Family Office
California
$6K +$6K +166 New
WOC
317
West Oak Capital
California
$5.27K – – –
Federated Hermes
318
Federated Hermes
Pennsylvania
$5K – – –
CFA
319
Carroll Financial Associates
North Carolina
$5K – – –
BBHC
320
Brown Brothers Harriman & Co
New York
$5K +$5K +143 New
MFBTD
321
MB Financial Bank - Trust Department
Illinois
$4K – – –
EWM
322
Edge Wealth Management
New York
$4K – – –
FNYS
323
First New York Securities
New York
$3.41K -$3.04K -90 -47%
AWS
324
Aris Wealth Services
Pennsylvania
$3K -$5.48K -146 -65%
CAW
325
Cornerstone Advisors (Washington)
Washington
$3K -$1.86K -47 -38%
11 12
13
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