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HSBC
HSBC

Overview Fund Activity

385 hedge funds and large institutions have $7.12B invested in HSBC in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+25
Holders Change %
+6.94%
% of All Funds
11.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
57
Increased
154
Reduced
112
Closed
27
Calls
$71M
Puts
$139M
Net Calls
-$68.3M
Net Calls Change
-$54.7M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$168M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$309M
3
Renaissance Technologies
Renaissance Technologies
New York
$62.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$29.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$466M

Top Sellers

1
IG
ING Group
Netherlands
$0
2
TIM
Thornburg Investment Management
New Mexico
$94M
3
AG
Aperio Group
California
$23.8M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$24M
5
UBS AM
UBS AM
Illinois
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
51
ClearBridge Investments
New York
$16.1M +$59.2K +1,247 +0.4%
Comerica Bank
52
Comerica Bank
Texas
$14.5M -$3.54M -74,421 -20%
WAM
53
World Asset Management
Michigan
$14.4M -$4.13M -86,919 -22%
AIM
54
abrdn Investment Management
United Kingdom
$14.3M +$12.8M +269,266 +823%
TAM
55
Todd Asset Management
Kentucky
$14.3M +$99.2K +2,089 +0.7%
BTS
56
BB&T Securities
Virginia
$14.3M -$787K -1,657 -5%
TRSOTSOK
57
Teachers Retirement System of the State of Kentucky
Kentucky
$14M – – –
US Bancorp
58
US Bancorp
Minnesota
$13.2M +$578K +12,162 +5%
RG
59
Renaissance Group
Kentucky
$11.9M -$109K -2,303 -0.9%
CFB
60
Cullen/Frost Bankers
Texas
$11.4M +$2.73M +57,472 +32%
CGT
61
Capital Guardian Trust
California
$11.2M +$1.02M +21,444 +10%
Luther King Capital Management (LKCM)
62
Luther King Capital Management (LKCM)
Texas
$10.6M -$3M -63,128 -22%
AAM
63
Aberdeen Asset Management
United Kingdom
$10.3M +$2.03M +43,290 +25%
PIA
64
Philadelphia International Advisors
Pennsylvania
$10.3M +$1.78M +37,397 +21%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$9.77M -$1.36M -28,575 -12%
BCAM
66
Boston Common Asset Management
Massachusetts
$9.74M +$4.94K +104 +0.1%
TBC
67
Tweedy, Browne Co
Connecticut
$9.74M +$493K +10,386 +5%
Aristotle Capital Management
68
Aristotle Capital Management
California
$9.57M +$5.08M +106,871 +113%
FM
69
Forward Management
California
$9.5M +$2.2M +46,292 +30%
AllianceBernstein
70
AllianceBernstein
Tennessee
$9.31M +$60.9K +1,283 +0.7%
QAM
71
QCI Asset Management
New York
$9.13M +$355K +7,468 +4%
BFS
72
Bradley Foster & Sargent
Connecticut
$9.08M +$2.51M +52,841 +38%
DCLA
73
Douglas C. Lane & Associates
New York
$8.23M -$6.69M -140,748 -45%
BPBT
74
Boston Private Bank & Trust
Massachusetts
$8.12M -$1.53M -32,311 -16%
NCM
75
Noesis Capital Mangement
Florida
$7.84M -$177K -3,725 -2%
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