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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
SCCM
2
Schafer Cullen Capital Management
New York
$146M
3
Bessemer Group
3
Bessemer Group
New Jersey
$89.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$18.1M
5
Wells Fargo
5
Wells Fargo
California
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
151
Financial Architects (New Jersey)
New Jersey
$804K +$108K +4,601 +16%
MC
152
Moors & Cabot
Massachusetts
$777K +$18K +510 +2%
PA
153
Pinnacle Associates
New York
$771K +$300K +8,521 +64%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$758K +$72.5K +2,060 +11%
CG
155
Cutler Group
California
$749K +$749K +21,303 New
Parallax Volatility Advisers
156
Parallax Volatility Advisers
California
$743K -$628K -17,853 -46%
CCA
157
Checchi Capital Advisers
California
$740K -$144K -4,099 -16%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$718K -$50.8K -1,446 -7%
LSV Asset Management
159
LSV Asset Management
Illinois
$714K – – –
MA
160
MUFG Americas
New York
$694K +$3.8K +108 +0.6%
SC
161
Scotia Capital
Ontario, Canada
$674K – – –
CCM
162
Chickasaw Capital Management
Tennessee
$665K -$14.4K -410 -2%
SFP
163
Santa Fe Partners
New Mexico
$663K -$1.39M -39,485 -68%
AT
164
Arden Trust
Delaware
$647K +$51.5K +1,465 +9%
IC
165
Intersect Capital
California
$642K +$60.8K +1,729 +10%
HC
166
HHG & Company
Connecticut
$632K -$46.7K -1,330 -7%
SS
167
Sunbelt Securities
Texas
$628K +$35.2K +1,001 +6%
GG
168
Gofen & Glossberg
Illinois
$608K -$224K -6,384 -27%
PAM
169
Princeton Alpha Management
New Jersey
$605K +$217K +6,166 +56%
RHBC
170
R.H. Bluestein & Co
Michigan
$592K – – –
RJFSA
171
Raymond James Financial Services Advisors
Florida
$581K +$54.4K +1,546 +10%
MIS
172
Morningstar Investment Services
Illinois
$578K -$787K -22,383 -58%
MRCM
173
M&R Capital Management
New Jersey
$570K +$11.9K +339 +2%
CFN
174
Cordasco Financial Network
Florida
$567K -$608K -17,291 -52%
ANI
175
American National Insurance
Texas
$564K – – –
5 6
7
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