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HSBC
HSBC

Overview Fund Activity

379 hedge funds and large institutions have $6.14B invested in HSBC in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
10.9%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
32
Increased
130
Reduced
141
Closed
38
Calls
$438M
Puts
$312M
Net Calls
+$126M
Net Calls Change
+$237M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$647M
2
Northern Trust
Northern Trust
Illinois
$158M
3
Bessemer Group
Bessemer Group
New Jersey
$136M
4
Allianz Asset Management
Allianz Asset Management
Germany
$58.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$452M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
MICM
Matthews International Capital Management
California
$214M
3
SI
Scout Investments
Missouri
$134M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$142M
5
TIM
Thornburg Investment Management
New Mexico
$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
351
Sandy Spring Bank
Maryland
$15K -$3.1K -72 -17%
VIA
352
Vantage Investment Advisors
Pennsylvania
$15K +$15K +348 New
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$3.04K -68 -18%
NMIS
354
Northwestern Mutual Investment Services
Wisconsin
$14K +$14K +325 New
DAM
355
Delta Asset Management
Tennessee
$13K – – –
VAM
356
Visionary Asset Management
Texas
$12K +$12K +267 New
SSG
357
Summit Securities Group
New York
$10K -$80K -1,857 -89%
NCM
358
Nelson Capital Management
California
$10K – – –
HPBT
359
High Point Bank & Trust
North Carolina
$10K – – –
BFEC
360
Benjamin F. Edwards & Company
Missouri
$8K – – –
FAM
361
Formidable Asset Management
Ohio
$8K +$8K +187 New
WOC
362
West Oak Capital
California
$7.06K – – –
M
363
MOTCO
Texas
$7K – – –
ECM
364
Exchange Capital Management
Michigan
$7K – – –
TF
365
Tompkins Financial
New York
$6K – – –
BBHC
366
Brown Brothers Harriman & Co
New York
$5K – – –
CFA
367
Carroll Financial Associates
North Carolina
$5K – – –
AC
368
Alexandria Capital
Virginia
$5K – – –
PAS
369
Partnervest Advisory Services
California
$4K -$4.96K -119 -55%
HFM
370
Hartford Financial Management
Connecticut
$4K +$4K +101 New
PSI
371
Pinnacle Summer Investments
Virginia
$3K – – –
S
372
SignatureFD
Georgia
$3K +$1.34K +29 +81%
RFA
373
Reilly Financial Advisors
California
$2K – – –
RIA
374
Regal Investment Advisors
Michigan
$2K +$40 +1 +2%
CG
375
Colony Group
Massachusetts
$1K – – –
13 14
15
16 17