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HSBC
HSBC

Overview Fund Activity

348 hedge funds and large institutions have $3.74B invested in HSBC in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+45
Holders Change %
+14.85%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
74
Increased
127
Reduced
87
Closed
23
Calls
$126M
Puts
$258M
Net Calls
-$132M
Net Calls Change
-$28.9M

Top Buyers

1
HL
1
Harding Loevner
New Jersey
$74.9M
2
CI
2
Cambiar Investors
Colorado
$261M
3
Northern Trust
3
Northern Trust
Illinois
$157M
4
MICM
4
Matthews International Capital Management
California
$112M
5
Bank of America
5
Bank of America
North Carolina
$154M

Top Sellers

1
NMC
1
Nine Masts Capital
Hong Kong
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.33M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$8.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.66M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$26M -$1.52M -41,865 -6%
Two Sigma Investments
27
Two Sigma Investments
New York
$20.8M +$13.3M +367,599 +180%
NIMC
28
NWQ Investment Management Company
California
$20.6M +$6.02M +165,900 +41%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$18.4M +$4.28M +118,002 +30%
NFA
30
Nationwide Fund Advisors
Ohio
$16.4M +$213K +5,865 +1%
RJA
31
Raymond James & Associates
Florida
$15.5M +$1.75M +48,167 +13%
JCM
32
Janney Capital Management
Pennsylvania
$14.6M -$729K -20,079 -5%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$13.7M +$566K +15,584 +4%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$13.6M +$3.24M +89,336 +31%
CAM
35
Capstone Asset Management
Texas
$13.6M -$5.71M -157,378 -30%
ClearBridge Investments
36
ClearBridge Investments
New York
$13.1M -$949K -26,146 -7%
USAA
37
United Services Automobile Association
Texas
$10.6M -$3.28M -89,593 -24%
Comerica Bank
38
Comerica Bank
Texas
$9.85M +$1.27M +34,133 +15%
WAM
39
World Asset Management
Michigan
$9.78M -$879K -24,214 -8%
HCM
40
Hutchinson Capital Management
California
$9.49M -$450K -12,395 -5%
US Bancorp
41
US Bancorp
Minnesota
$9.42M +$2.43M +66,870 +35%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$8.82M +$1.34M +37,017 +18%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$8.4M -$13.9M -227,359 -62%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.33M +$179K +4,931 +2%
Millennium Management
45
Millennium Management
New York
$8.2M +$8.2M +225,773 New
Citigroup
46
Citigroup
New York
$7.84M -$141K -3,896 -2%
GC
47
Guggenheim Capital
Illinois
$7.71M -$1.41M -38,926 -15%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$7.33M -$14.7M -410,141 -67%
GCA
49
Guardian Capital Advisors
Ontario, Canada
$7.28M +$377K +10,147 +5%
TBC
50
Tweedy, Browne Co
Connecticut
$7.18M -$126K -3,485 -2%
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