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HSBC
HSBC

Overview Fund Activity

385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
–
Holders Change %
0%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
43
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$99.8M
2
Wells Fargo
Wells Fargo
California
+$38M
3
TGI
Tradewinds Global Investors
California
+$36.7M
4
Northern Trust
Northern Trust
Illinois
+$35.9M
5
BIP
Brandes Investment Partners
California
+$30.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Renaissance Technologies
Renaissance Technologies
New York
-$35M
3
MICM
Matthews International Capital Management
California
-$32.5M
4
SM
Seminole Management
New York
-$25.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$7.21M +$5.83M +133,166 +424%
FM
77
Forward Management
California
$6.84M -$1.92M -43,842 -22%
BPBT
78
Boston Private Bank & Trust
Massachusetts
$6.76M -$728K -16,627 -10%
Invesco
79
Invesco
Georgia
$6.53M +$1.24M +28,270 +23%
NCM
80
Northroad Capital Management
New York
$6.5M -$249K -5,689 -4%
CA
81
Commerzbank Aktiengesellschaft
Germany
$6.46M -$30.8K -704 -0.5%
O
82
OppenheimerFunds
New York
$6.42M +$1.88M +42,906 +41%
Brown Advisory
83
Brown Advisory
Maryland
$5.9M -$6.79K -155 -0.1%
William Blair & Company
84
William Blair & Company
Illinois
$5.86M +$210K +4,791 +4%
HCM
85
Hutchinson Capital Management
California
$5.85M -$180K -4,103 -3%
EVM
86
Eaton Vance Management
Massachusetts
$5.76M -$800K -18,276 -12%
DVM
87
Dreman Value Management
Florida
$5.65M +$1.3M +29,683 +30%
DCLA
88
Douglas C. Lane & Associates
New York
$5.59M -$1.99M -45,542 -26%
EGA
89
Eagle Global Advisors
Texas
$5.43M -$629K -14,372 -10%
Fiera Capital (Canada)
90
Fiera Capital (Canada)
Quebec, Canada
$5.42M +$266K +6,076 +5%
SMI
91
Shelter Mutual Insurance
Missouri
$5.34M – – –
MHP
92
Manatuck Hill Partners
Connecticut
$5.24M – – –
GCA
93
Guardian Capital Advisors
Ontario, Canada
$5.03M +$378K +8,646 +8%
RJA
94
Raymond James & Associates
Florida
$4.99M -$974K -22,234 -16%
FWCM
95
Ferguson Wellman Capital Management
Oregon
$4.78M +$24.7K +563 +0.5%
SIPS
96
Shelter Insurance Profit Sharing
Missouri
$4.67M – – –
TWI
97
Thomas White International
Illinois
$4.65M +$14.2K +324 +0.3%
PG
98
PEAK6 Group
Illinois
$4.61M +$4.61M +105,189 New
TH
99
Timber Hill
Connecticut
$4.22M +$4.22M +96,428 New
LD
100
Lipe & Dalton
New York
$4.18M +$42.8K +987 +1%
2 3
4
5 6