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HSBC
HSBC

Overview Fund Activity

354 hedge funds and large institutions have $4.18B invested in HSBC in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 199 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-21
Holders Change %
-5.6%
% of All Funds
9.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
33
Increased
121
Reduced
199
Closed
50
Calls
$33.7M
Puts
$199M
Net Calls
-$165M
Net Calls Change
-$84.7M

Top Buyers

1
SCCM
Schafer Cullen Capital Management
New York
$195M
2
Invesco
Invesco
Georgia
$38.5M
3
BIP
Brandes Investment Partners
California
$78.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$344M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$21.4M
3
CCM
Causeway Capital Management
California
$16.1M
4
VKH
Virtu KCG Holdings
New York
$1.92M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
126
Strategic Advisors
New York
$1.75M +$1.75M +75,682 New
Luther King Capital Management (LKCM)
127
Luther King Capital Management (LKCM)
Texas
$1.67M -$3.15M -83,841 -65%
AI
128
Ariel Investments
Illinois
$1.64M +$719K +19,159 +79%
GH
129
GAM Holding
Switzerland
$1.6M +$1.6M +42,499 New
CFN
130
Cordasco Financial Network
Florida
$1.46M +$80.2K +2,135 +6%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$1.45M -$164K -4,356 -10%
TAM
132
Todd Asset Management
Kentucky
$1.44M +$1.44M +38,262 New
YMRC
133
Yorktown Management & Research Company
Virginia
$1.42M -$33K -879 -2%
PFM
134
PacWest Financial Management
Arizona
$1.33M -$63.1K -1,682 -5%
ECM
135
ETrade Capital Management
Virginia
$1.33M +$604K +16,074 +84%
KeyBank National Association
136
KeyBank National Association
Ohio
$1.31M -$38K -1,013 -3%
HAM
137
Highstreet Asset Management
Ontario, Canada
$1.3M -$462K -12,297 -26%
GG
138
Gofen & Glossberg
Illinois
$1.26M -$491K -13,062 -28%
AllianceBernstein
139
AllianceBernstein
Tennessee
$1.25M +$215K +5,726 +21%
CCMINC
140
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.24M +$116K +3,080 +10%
SB
141
Suntrust Banks
Georgia
$1.24M +$81.5K +2,174 +7%
CCM
142
CrestPoint Capital Management
Missouri
$1.22M +$89.3K +2,379 +8%
BSWMG
143
Barrington Strategic Wealth Management Group
Illinois
$1.21M +$12.1K +323 +1%
KCMRT
144
Kemper Corp Master Retirement Trust
Illinois
$1.21M -$28.1K -747 -2%
KS
145
Karpas Strategies
Connecticut
$1.16M -$26.9K -717 -2%
Barclays
146
Barclays
United Kingdom
$1.11M -$2.28M -61,459 -67%
MIS
147
Morningstar Investment Services
Illinois
$1.1M +$492K +13,099 +80%
RBC
148
Ronald Blue & Co
Georgia
$1.1M +$20.4K +543 +2%
CC
149
Courier Capital
New York
$1.07M -$8.45K -225 -0.8%
AAM
150
Advisors Asset Management
Colorado
$1.04M +$67.7K +1,801 +7%
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