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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 %
QAM
301
QCI Asset Management
New York
$12K – – –
DSC
302
Duncker Streett & Co
Missouri
$12K – – –
PSC
303
Prentiss Smith & Co
Vermont
$12K – – –
HR
304
Howe & Rusling
New York
$12K +$12K +346 New
BCMIO
305
Beacon Capital Management Inc (Ohio)
Ohio
$11K -$6.98K -196 -39%
CG
306
Colony Group
Massachusetts
$11K -$1.51K -43 -12%
DAM
307
Delta Asset Management
Tennessee
$10K – – –
HPBT
308
High Point Bank & Trust
North Carolina
$8K – – –
NCM
309
Nelson Capital Management
California
$8K – – –
WOC
310
West Oak Capital
California
$6.04K +$562 +16 +10%
BFEC
311
Benjamin F. Edwards & Company
Missouri
$6K -$17.7K -505 -75%
TFO
312
Tarbox Family Office
California
$6K – – –
PFS
313
Physicians Financial Services
North Carolina
$6K +$6K +157 New
SEC
314
Seven Eight Capital
New York
$5K -$671K -20,539 -99%
BBHC
315
Brown Brothers Harriman & Co
New York
$5K – – –
Federated Hermes
316
Federated Hermes
Pennsylvania
$5K – – –
EWM
317
Edge Wealth Management
New York
$5K – – –
JFA
318
JNBA Financial Advisors
Minnesota
$5K +$5K +131 New
IWC
319
Integrated Wealth Counsel
California
$4K -$6.43K -180 -62%
MFBTD
320
MB Financial Bank - Trust Department
Illinois
$4K – – –
CAW
321
Cornerstone Advisors (Washington)
Washington
$4K +$1.51K +46 +61%
BNP Paribas Financial Markets
322
BNP Paribas Financial Markets
France
$3.24K -$6.65K -189 -67%
BKA
323
Brick & Kyle Associates
Pennsylvania
$3K – – –
SC
324
Saturna Capital
Washington
$3K +$3K +72 New
AF
325
Arrow Financial
New York
$3K +$3K +74 New
11 12
13
14 15