HSBC icon

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 %
WA
151
WFG Advisors
Texas
$1.78M -$32.2K -734 -2%
GT
152
Glenmede Trust
Pennsylvania
$1.77M +$375K +8,575 +27%
KeyBank National Association
153
KeyBank National Association
Ohio
$1.76M -$246K -5,627 -12%
CIM
154
Calvert Investment Management
Maryland
$1.71M +$467K +10,653 +37%
WFM
155
Wilmington Funds Management
Delaware
$1.7M – – –
PCC
156
Park Circle Company
Maryland
$1.69M +$1.69M +38,589 New
Twin Tree Management
157
Twin Tree Management
Texas
$1.68M +$1.61M +36,704 +2,287%
HighTower Advisors
158
HighTower Advisors
Illinois
$1.57M -$45.2K -1,033 -3%
PFM
159
PacWest Financial Management
Arizona
$1.54M +$173K +3,946 +13%
YMRC
160
Yorktown Management & Research Company
Virginia
$1.53M – – –
CC
161
Courier Capital
New York
$1.49M +$92.1K +2,104 +7%
BSWMG
162
Barrington Strategic Wealth Management Group
Illinois
$1.49M +$66.7K +1,523 +5%
SCM
163
Stevens Capital Management
Pennsylvania
$1.47M -$807K -18,436 -35%
CNB
164
City National Bank
California
$1.45M -$5.35M -122,245 -79%
SG Americas Securities
165
SG Americas Securities
New York
$1.44M +$1.02M +23,212 +239%
KCMRT
166
Kemper Corp Master Retirement Trust
Illinois
$1.44M – – –
AAM
167
Advisors Asset Management
Colorado
$1.44M -$171K -3,896 -11%
VanEck Associates
168
VanEck Associates
New York
$1.44M +$97.1K +2,217 +7%
CCMINC
169
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.39M +$125K +2,864 +10%
BFM
170
Boston Financial Management
Massachusetts
$1.38M -$1.09M -24,832 -44%
KS
171
Karpas Strategies
Connecticut
$1.38M – – –
LPL Financial
172
LPL Financial
California
$1.37M -$171K -3,893 -11%
GC
173
Guardian Capital
Ontario, Canada
$1.36M -$376K -8,592 -22%
State Street
174
State Street
Massachusetts
$1.3M – – –
RBC
175
Ronald Blue & Co
Georgia
$1.3M +$62.8K +1,433 +5%
5 6
7
8 9