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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 %
PP
351
Paloma Partners
Connecticut
– -$416K -12,328 Closed
ZIM
352
Zacks Investment Management
Illinois
– -$399K -11,813 Closed
ZDA
353
Zweig-DiMenna Associates
New York
– -$371K -10,999 Closed
COI
354
Connable Office Inc
Michigan
– -$351K -10,414 Closed
WB
355
WesBanco Bank
West Virginia
– -$322K -9,549 Closed
SGH
356
Schonfeld Group Holdings
New York
– -$311K -9,203 Closed
ADBIC
357
A.D. Beadell Investment Counsel
Wisconsin
– -$299K -8,868 Closed
CB
358
Chemical Bank
Michigan
– -$221K -6,551 Closed
GLRA
359
Gerald L. Ray & Associates
Texas
– -$216K -6,399 Closed
FWIA
360
Fort Washington Investment Advisors
Ohio
– -$213K -6,302 Closed
CCM
361
CrestPoint Capital Management
Missouri
– -$201K -5,949 Closed
RIA
362
Regal Investment Advisors
Michigan
– -$42K -1,271 Closed
KF
363
Krilogy Financial
Missouri
– -$33K -987 Closed
1832 Asset Management
364
1832 Asset Management
Ontario, Canada
– -$19K -561 Closed
W
365
Wealthfront
California
– -$11K -337 Closed
EWM
366
Evercore Wealth Management
New York
– -$11K -312 Closed
KA
367
Klingman & Associates
New York
– -$10K -309 Closed
FNBT
368
FineMark National Bank & Trust
Florida
– -$10K -284 Closed
TF
369
Tompkins Financial
New York
– -$8K -231 Closed
RFA
370
Reilly Financial Advisors
California
– -$8K -224 Closed
WCM
371
Windsor Capital Management
Arizona
– -$3K -112 Closed
WA
372
Waverly Advisors
Alabama
– -$3K -91 Closed
FPFS
373
First Personal Financial Services
North Carolina
– -$2K -51 Closed
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
– -$1.73K -38 Closed
11 12 13 14
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