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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
$195M
2
Invesco
Invesco
Georgia
$38.5M
3
BIP
Brandes Investment Partners
California
$78.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$344M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$21.4M
3
CCM
Causeway Capital Management
California
$16.1M
4
VKH
Virtu KCG Holdings
New York
$1.92M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$38.5M +$30.2M +804,777 +365%
PPA
27
Parametric Portfolio Associates
Washington
$37.9M +$224K +5,966 +0.6%
Morgan Stanley
28
Morgan Stanley
New York
$35.5M -$14.3M -381,823 -29%
JFL
29
Jarislowsky, Fraser Ltd
Quebec, Canada
$33.7M -$792K -21,089 -2%
Capital International Investors
30
Capital International Investors
California
$32.8M -$762K -20,291 -2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$24.7M -$1.99M -52,932 -7%
SCM
32
Segantii Capital Management
Hong Kong
$24.2M -$564K -13,399 -2%
Bank of America
33
Bank of America
North Carolina
$23.3M -$11.5M -306,370 -33%
CAM
34
Capstone Asset Management
Texas
$22.9M +$572K +15,243 +3%
Mawer Investment Management
35
Mawer Investment Management
Alberta, Canada
$21.4M -$57M -1,516,659 -73%
AG
36
Aperio Group
California
$21.3M +$1.42M +37,857 +7%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$17.4M -$2.18M -58,179 -11%
CCM
38
Causeway Capital Management
California
$16.1M -$37.8M -1,006,972 -70%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$16.1M +$12.3M +326,279 +322%
BIM
40
BlackRock Investment Management
Delaware
$15.8M +$2.47M +65,672 +18%
GC
41
Guggenheim Capital
Illinois
$14.9M -$642K -17,084 -4%
NFA
42
Nationwide Fund Advisors
Ohio
$12.4M -$288K -7,682 -2%
Citigroup
43
Citigroup
New York
$12M -$3.63M -96,587 -23%
BTS
44
BB&T Securities
Virginia
$11.4M -$3.59M -9,572 -24%
RG
45
Renaissance Group
Kentucky
$11.2M +$473K +12,605 +4%
TIM
46
Thornburg Investment Management
New Mexico
$10.8M +$10.8M +288,437 New
Natixis Advisors
47
Natixis Advisors
Massachusetts
$9.91M -$447K -11,904 -4%
BCAM
48
Boston Common Asset Management
Massachusetts
$9.58M -$431K -11,481 -4%
Dodge & Cox
49
Dodge & Cox
California
$9.49M -$14M -371,881 -60%
Renaissance Technologies
50
Renaissance Technologies
New York
$9.09M +$5.73M +152,702 +171%
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