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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 %
ARTA
151
A.R.T. Advisors
New York
$1.44M +$1.44M +32,900 New
KCMRT
152
Kemper Corp Master Retirement Trust
Illinois
$1.44M – – –
B
153
Baird
Wisconsin
$1.43M +$557K +12,716 +64%
RBC
154
Ronald Blue & Co
Georgia
$1.39M +$89.1K +2,035 +7%
KS
155
Karpas Strategies
Connecticut
$1.38M – – –
GT
156
Glenmede Trust
Pennsylvania
$1.37M -$403K -9,212 -23%
SC
157
Scotia Capital
Ontario, Canada
$1.33M +$122K +2,779 +10%
BFM
158
Boston Financial Management
Massachusetts
$1.31M -$74.4K -1,700 -5%
State Street
159
State Street
Massachusetts
$1.3M – – –
Twin Tree Management
160
Twin Tree Management
Texas
$1.27M -$410K -9,377 -24%
LNWWM
161
Laird Norton Wetherby Wealth Management
California
$1.25M +$14.4K +329 +1%
BA
162
BlackRock Advisors
Delaware
$1.22M – – –
BMO
163
Beck Mack & Oliver
New York
$1.22M -$22.9K -522 -2%
CNB
164
City National Bank
California
$1.2M -$255K -5,826 -18%
LPL Financial
165
LPL Financial
California
$1.16M -$200K -4,560 -15%
VanEck Associates
166
VanEck Associates
New York
$1.16M -$275K -6,274 -19%
IPC
167
Independent Portfolio Consultants
Florida
$1.16M +$8.14K +186 +0.7%
AIM
168
abrdn Investment Management
United Kingdom
$1.14M +$1.14M +26,055 New
Citadel Advisors
169
Citadel Advisors
Florida
$1.13M -$1.51M -34,495 -57%
PIC
170
Portland Investment Counsel
Ontario, Canada
$1.12M +$1.12M +25,608 New
COI
171
Connable Office Inc
Michigan
$1.08M -$16.1K -369 -1%
CCM
172
Chickasaw Capital Management
Tennessee
$1.08M -$71.6K -1,636 -6%
AAM
173
Advisors Asset Management
Colorado
$1.05M -$388K -8,868 -27%
MA
174
MUFG Americas
New York
$1M -$76.2K -1,741 -7%
DC
175
Deere & Company
Illinois
$991K – – –
5 6
7
8 9