HSBC icon

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 %
LWA
326
Lenox Wealth Advisors
New York
$2K -$4.91K -172 -71%
CFA
327
Carroll Financial Associates
North Carolina
$2K -$2.36K -79 -54%
CCS
328
Crosspoint Capital Strategies
California
$2K -$612 -15 -23%
KCPG
329
Kavar Capital Partners Group
Kansas
$2K +$375 +12 +23%
AIA
330
Allegis Investment Advisors
Idaho
$2K +$2K +53 New
NC
331
NewSquare Capital
Pennsylvania
$2K +$2K +54 New
FNYS
332
First New York Securities
New York
$1.18K -$2.33K -67 -66%
GI
333
Gradient Investments
Minnesota
$1K – – –
ACS
334
Archford Capital Strategies
Illinois
$1K – – –
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +31 New
DIA
336
Dana Investment Advisors
Wisconsin
$289 -$7.44K -8,336 -96%
Manulife (Manufacturers Life Insurance)
337
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112 +$1 +36 +1%
Renaissance Technologies
338
Renaissance Technologies
New York
– -$13M -383,808 Closed
ARTA
339
A.R.T. Advisors
New York
– -$3.72M -110,173 Closed
PP
340
PDT Partners
New York
– -$1.43M -42,363 Closed
Voloridge Investment Management
341
Voloridge Investment Management
Florida
– -$1.23M -36,557 Closed
KCMRT
342
Kemper Corp Master Retirement Trust
Illinois
– -$1.07M -31,800 Closed
DVM
343
Dreman Value Management
Florida
– -$936K -27,736 Closed
Lord, Abbett & Co
344
Lord, Abbett & Co
New Jersey
– -$897K -26,585 Closed
Marshall Wace
345
Marshall Wace
United Kingdom
– -$688K -20,373 Closed
RBC
346
Ronald Blue & Co
Georgia
– -$684K -20,240 Closed
JG
347
Jefferies Group
New York
– -$595K -17,629 Closed
GAM
348
Griffin Asset Management
New York
– -$541K -16,022 Closed
Millennium Management
349
Millennium Management
New York
– -$533K -15,802 Closed
FTUS
350
Flow Traders U.S.
New York
– -$433K -12,841 Closed
11 12 13
14
15