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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 %
FPFS
326
First Personal Financial Services
North Carolina
$10K -$231 -6 -2%
AWS
327
Aris Wealth Services
Pennsylvania
$10K +$10K +262 New
LWA
328
Lenox Wealth Advisors
New York
$9K -$220 -6 -2%
NCM
329
Nelson Capital Management
California
$9K -$198 -5 -2%
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$3.72K +98 +71%
HPBT
331
High Point Bank & Trust
North Carolina
$8K -$183 -5 -2%
AC
332
Alexandria Capital
Virginia
$8K -$196 -5 -2%
WCM
333
Wealthcare Capital Management
Virginia
$7K +$7K +183 New
CCS
334
Crosspoint Capital Strategies
California
$7K +$7K +186 New
P
335
Palladiem
Pennsylvania
$6K -$148 -4 -2%
CFA
336
Carroll Financial Associates
North Carolina
$6K -$163 -4 -3%
M
337
MOTCO
Texas
$6K -$157 -4 -3%
CYG
338
Clean Yield Group
Vermont
$6K +$6K +157 New
WOC
339
West Oak Capital
California
$5.92K -$29.6K -789 -83%
TF
340
Tompkins Financial
New York
$5K -$112 -3 -2%
EWM
341
Edge Wealth Management
New York
$5K +$308 +8 +7%
FNYS
342
First New York Securities
New York
$4.69K +$1.2K +32 +34%
TWMP
343
Taylor Wealth Management Partners
Massachusetts
$4K +$4K +109 New
CAW
344
Cornerstone Advisors (Washington)
Washington
$3K -$3.63K -92 -55%
Macquarie Group
345
Macquarie Group
Australia
$2K -$10M -245,381 -100%
S
346
SignatureFD
Georgia
$2K -$6.68K -187 -77%
PSI
347
Pinnacle Summer Investments
Virginia
$2K -$30 -1 -1%
RIA
348
Regal Investment Advisors
Michigan
$2K -$40 -1 -2%
GWM
349
Gupta Wealth Management
California
$2K +$2K +50 New
TSW
350
Thompson Siegel & Walmsley
Virginia
$2K +$2K +59 New
12 13
14
15 16