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HSBC
HSBC

Overview Fund Activity

379 hedge funds and large institutions have $6.14B invested in HSBC in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
10.9%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
32
Increased
130
Reduced
141
Closed
38
Calls
$438M
Puts
$312M
Net Calls
+$126M
Net Calls Change
+$237M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$647M
2
Northern Trust
Northern Trust
Illinois
$158M
3
Bessemer Group
Bessemer Group
New Jersey
$136M
4
Allianz Asset Management
Allianz Asset Management
Germany
$58.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$452M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
MICM
Matthews International Capital Management
California
$214M
3
SI
Scout Investments
Missouri
$134M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$142M
5
TIM
Thornburg Investment Management
New Mexico
$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$12.8M -$4.31M -98,459 -25%
US Bancorp
52
US Bancorp
Minnesota
$12.7M +$676K +15,453 +6%
RG
53
Renaissance Group
Kentucky
$12.4M +$502K +11,479 +4%
BTS
54
BB&T Securities
Virginia
$11.9M +$2.55M +5,836 +27%
CFB
55
Cullen/Frost Bankers
Texas
$11.2M -$274K -6,261 -2%
BCAM
56
Boston Common Asset Management
Massachusetts
$11M +$2.18M +49,844 +25%
Macquarie Group
57
Macquarie Group
Australia
$10.7M -$1.44M -32,941 -12%
AAM
58
Aberdeen Asset Management
United Kingdom
$10.7M +$1.12M +25,607 +12%
WAM
59
World Asset Management
Michigan
$10.6M -$208K -4,757 -2%
Deutsche Bank
60
Deutsche Bank
Germany
$10.1M +$2.19M +50,149 +28%
Comerica Bank
61
Comerica Bank
Texas
$9.73M -$2.33M -53,173 -19%
CGT
62
Capital Guardian Trust
California
$9.28M -$2.82M -64,379 -23%
Aristotle Capital Management
63
Aristotle Capital Management
California
$9.19M -$5.07M -115,778 -36%
BFS
64
Bradley Foster & Sargent
Connecticut
$9.03M -$320K -7,311 -3%
TBC
65
Tweedy, Browne Co
Connecticut
$8.7M +$127K +2,910 +1%
QAM
66
QCI Asset Management
New York
$8.64M +$59.5K +1,359 +0.7%
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$8.43M +$68.2K +1,559 +0.8%
WA
68
Wasatch Advisors
Utah
$8.34M +$8.34M +190,469 New
UCFA
69
United Capital Financial Advisors
Texas
$8.09M +$891K +20,360 +12%
PI
70
Placemark Investments
Illinois
$7.84M +$348K +7,949 +5%
Invesco
71
Invesco
Georgia
$7.6M +$1.07M +24,481 +16%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$7.42M -$162K -3,708 -2%
PIA
73
Philadelphia International Advisors
Pennsylvania
$7.04M -$2.5M -57,160 -26%
FM
74
Forward Management
California
$6.98M +$136K +3,103 +2%
NCM
75
Noesis Capital Mangement
Florida
$6.89M -$628K -14,339 -8%
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