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HSBC
HSBC

Overview Fund Activity

340 hedge funds and large institutions have $3.65B invested in HSBC in 2015 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
8.93%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
44
Increased
116
Reduced
122
Closed
38
Calls
$41.6M
Puts
$144M
Net Calls
-$102M
Net Calls Change
-$43.8M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$464M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.6M
3
CI
Cambiar Investors
Colorado
$97.5M
4
CS
Credit Suisse
Switzerland
$22M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$13.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$261M
2
SCCM
Schafer Cullen Capital Management
New York
$146M
3
Bessemer Group
Bessemer Group
New Jersey
$89.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.1M
5
Wells Fargo
Wells Fargo
California
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
126
Eaton Vance Management
Massachusetts
$1.29M -$707K -20,098 -35%
ECM
127
ETrade Capital Management
Virginia
$1.23M +$17.5K +498 +1%
WRM
128
Westport Resources Management
Connecticut
$1.23M +$1.2M +33,984 +4,036%
TAM
129
Todd Asset Management
Kentucky
$1.22M -$104K -2,971 -8%
BG
130
Bollard Group
Massachusetts
$1.18M +$28.1K +798 +2%
KeyBank National Association
131
KeyBank National Association
Ohio
$1.18M +$29.1K +827 +3%
AL
132
AJO LP
Pennsylvania
$1.09M +$558K +15,867 +105%
KS
133
Karpas Strategies
Connecticut
$1.07M – – –
SFWA
134
Summit Financial Wealth Advisors
Louisiana
$1.05M +$1.05M +45,344 New
BUB
135
BBVA USA Bancshares
Texas
$1.04M +$143K +4,054 +16%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$998K +$360K +10,242 +56%
CA
137
Commerzbank Aktiengesellschaft
Germany
$989K -$27.6K -785 -3%
BFS
138
Bradley Foster & Sargent
Connecticut
$988K -$372K -10,572 -27%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$975K -$24.1K -686 -2%
SCA
140
Salient Capital Advisors
Texas
$933K +$933K +26,517 New
SI
141
Stephens Inc
Arkansas
$919K +$12.2K +347 +1%
LCM
142
Logan Capital Management
Pennsylvania
$876K +$1.02K +29 +0.1%
WT
143
Whittier Trust
California
$852K -$2.62M -74,470 -75%
IPC
144
Independent Portfolio Consultants
Florida
$850K -$93.9K -2,671 -10%
CC
145
Courier Capital
New York
$846K -$37.7K -1,071 -4%
SB
146
Suntrust Banks
Georgia
$840K -$141K -4,011 -14%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$838K +$49.7K +1,413 +6%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$815K +$586K +16,658 +256%
HT
149
HighTower Trust
Texas
$808K +$808K +22,967 New
OC
150
Oppenheimer & Co
New York
$807K +$245K +6,970 +44%
4 5
6
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