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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
MICM
2
Matthews International Capital Management
California
$214M
3
SI
3
Scout Investments
Missouri
$134M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$142M
5
TIM
5
Thornburg Investment Management
New Mexico
$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
101
Gabelli Funds
New York
$3.71M – – –
SFS
102
Strategic Financial Services
New York
$3.57M +$698K +15,946 +24%
AI
103
Ariel Investments
Illinois
$3.55M +$246K +5,629 +7%
RCM
104
Riverhead Capital Management
Delaware
$3.54M – – –
WT
105
Whittier Trust
California
$3.52M +$1.47M +33,673 +72%
KFC
106
Klingenstein Fields & Co
New York
$3.4M +$92.3K +2,110 +3%
SIA
107
SeaBridge Investment Advisors
New Jersey
$3.39M +$13.7K +313 +0.4%
Millennium Management
108
Millennium Management
New York
$3.35M +$1.13M +25,895 +51%
SCM
109
Stevens Capital Management
Pennsylvania
$3.1M +$1.63M +37,135 +111%
PPCM
110
Pillar Pacific Capital Management
California
$3.07M +$177K +4,051 +6%
ST
111
Spot Trading
Illinois
$2.99M +$517K +11,813 +21%
CS
112
Credit Suisse
Switzerland
$2.95M -$215K -4,913 -7%
RhumbLine Advisers
113
RhumbLine Advisers
Massachusetts
$2.94M +$50.8K +1,161 +2%
WA
114
WFG Advisors
Texas
$2.91M +$1.14M +25,945 +64%
ACM
115
Advisors Capital Management
New Jersey
$2.9M +$2.03M +46,422 +235%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$2.79M -$264K -6,023 -9%
CPS
117
Counsel Portfolio Services
Ontario, Canada
$2.68M -$183K -4,178 -6%
1IC
118
1919 Investment Counsel
Maryland
$2.54M +$345K +7,875 +16%
FBP
119
Flippin Bruce & Porter
Virginia
$2.5M -$196K -4,468 -7%
Loomis, Sayles & Company
120
Loomis, Sayles & Company
Massachusetts
$2.44M – – –
SBAM
121
Santa Barbara Asset Management
California
$2.42M -$116K -2,643 -5%
HA
122
Havens Advisors
New York
$2.41M – – –
GG
123
Gofen & Glossberg
Illinois
$2.37M -$85.1K -1,943 -3%
Geode Capital Management
124
Geode Capital Management
Massachusetts
$2.31M +$277K +6,334 +14%
BPBT
125
Boston Private Bank & Trust
Massachusetts
$2.3M -$4.46M -101,854 -66%
3 4
5
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