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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
1
Dimensional Fund Advisors
Texas
$464M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$26.6M
3
CI
3
Cambiar Investors
Colorado
$97.5M
4
CS
4
Credit Suisse
Switzerland
$22M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$13.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
SCCM
2
Schafer Cullen Capital Management
New York
$146M
3
Bessemer Group
3
Bessemer Group
New Jersey
$89.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$18.1M
5
Wells Fargo
5
Wells Fargo
California
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
26
Capital International Investors
California
$30.4M – – –
AG
27
Aperio Group
California
$29.5M +$6.89M +195,904 +30%
Invesco
28
Invesco
Georgia
$27.2M -$6.48M -184,152 -19%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$26.6M +$24.1M +686,233 +966%
Deutsche Bank
30
Deutsche Bank
Germany
$25.9M +$9.4M +267,288 +57%
CCM
31
Causeway Capital Management
California
$25.4M -$487K -13,854 -2%
CAM
32
Capstone Asset Management
Texas
$25.4M +$227K +6,449 +0.9%
Citigroup
33
Citigroup
New York
$24.6M +$8.15M +231,817 +50%
CS
34
Credit Suisse
Switzerland
$22M +$15.6M +444,162 +245%
TGI
35
Tradewinds Global Investors
California
$21.4M +$943K +26,807 +5%
NMC
36
Nine Masts Capital
Hong Kong
$18.7M -$5.42M -152,418 -22%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$18.1M -$19.9M -566,825 -52%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$17.1M +$172K +4,894 +1%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$15.7M -$914K -25,978 -6%
NFA
40
Nationwide Fund Advisors
Ohio
$15.3M +$1.42M +40,259 +10%
JCM
41
Janney Capital Management
Pennsylvania
$14.5M -$432K -12,290 -3%
BIM
42
BlackRock Investment Management
Delaware
$14.3M -$1.53M -43,443 -10%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$13.9M +$13.9M +395,847 New
RJA
44
Raymond James & Associates
Florida
$13.5M -$2.09M -59,378 -13%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$13.4M +$236K +6,721 +2%
AssetMark Inc
46
AssetMark Inc
California
$12.4M +$3.12M +88,785 +34%
PG
47
PEAK6 Group
Illinois
$10.4M -$6.76M -192,133 -39%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$9.46M +$2.99M +85,052 +46%
BCAM
49
Boston Common Asset Management
Massachusetts
$8.93M +$450K +12,792 +5%
AAM
50
Aberdeen Asset Management
United Kingdom
$8.59M – – –
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