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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 %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$2.29M -$15.1K -346 -0.7%
AC
127
AFAM Capital
Texas
$2.23M +$38.6K +882 +2%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$2.21M -$113K -2,571 -5%
RFC
129
Regions Financial Corp
Alabama
$2.14M -$1.51M -34,564 -41%
TAM
130
Trillium Asset Management
Massachusetts
$2.12M -$1.68M -38,428 -44%
FA
131
FDx Advisors
Illinois
$2.11M -$1.12M -25,683 -35%
SIA
132
Sit Investment Associates
Minnesota
$2.06M -$410K -9,377 -17%
DADC
133
D.A. Davidson & Co
Montana
$1.96M +$1.13M +25,834 +135%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$1.96M -$32.3K -737 -2%
CFN
135
Cordasco Financial Network
Florida
$1.87M -$43.7K -998 -2%
CCM
136
CrestPoint Capital Management
Missouri
$1.84M -$1.17M -26,809 -39%
CIM
137
Calvert Investment Management
Maryland
$1.77M +$58.1K +1,327 +3%
DCM
138
Dynamic Capital Management
Jersey
$1.75M +$848K +19,365 +94%
SA
139
Strategic Advisors
New York
$1.75M -$115K -5,107 -6%
WT
140
Wilmington Trust
Delaware
$1.72M -$1.39M -31,817 -45%
WFM
141
Wilmington Funds Management
Delaware
$1.7M – – –
HAM
142
Highstreet Asset Management
Ontario, Canada
$1.66M +$366K +8,356 +28%
HighTower Advisors
143
HighTower Advisors
Illinois
$1.62M +$43.7K +998 +3%
PFM
144
PacWest Financial Management
Arizona
$1.61M +$74.7K +1,706 +5%
CCMINC
145
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.58M +$200K +4,566 +14%
KeyBank National Association
146
KeyBank National Association
Ohio
$1.56M -$202K -4,607 -11%
YMRC
147
Yorktown Management & Research Company
Virginia
$1.52M – – –
CC
148
Courier Capital
New York
$1.49M -$5.96K -136 -0.4%
BSWMG
149
Barrington Strategic Wealth Management Group
Illinois
$1.46M -$29.9K -683 -2%
SG Americas Securities
150
SG Americas Securities
New York
$1.44M – – –
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