HSBC icon

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 %
PCC
176
Park Circle Company
Maryland
$988K -$701K -16,016 -42%
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$985K -$202K -4,619 -17%
BC
178
Banced Corp
Illinois
$969K -$167K -3,813 -15%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$958K -$1.03M -23,439 -52%
WTC
180
WhitTier Trust Company
Nevada
$943K +$305K +6,958 +48%
ECM
181
ETrade Capital Management
Virginia
$939K -$15.8K -361 -2%
HC
182
HHG & Company
Connecticut
$934K -$14.3K -326 -2%
AIA
183
Avalon Investment & Advisory
Texas
$901K -$16.1K -368 -2%
HA
184
Hamel Associates
New Jersey
$884K +$34.3K +784 +4%
MRCM
185
M&R Capital Management
New Jersey
$873K -$17.5K -400 -2%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$871K -$15.2K -348 -2%
STC
187
SEI Trust Company
Pennsylvania
$859K -$32.9K -752 -4%
First Trust Advisors
188
First Trust Advisors
Illinois
$836K +$90K +2,055 +12%
SB
189
Suntrust Banks
Georgia
$809K -$2.33M -53,225 -74%
IIM
190
Ipswich Investment Management
Massachusetts
$801K +$90.7K +2,071 +13%
CAL
191
Capital Analysts LLC
Pennsylvania
$788K +$12.1K +276 +2%
JFGIW
192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$783K +$279K +6,371 +55%
AAM
193
AR Asset Management
California
$770K – – –
RHBC
194
R.H. Bluestein & Co
Michigan
$763K – – –
AllianceBernstein
195
AllianceBernstein
Tennessee
$749K -$510K -11,651 -40%
JG
196
Jefferies Group
New York
$742K +$742K +16,950 New
GAM
197
Griffin Asset Management
New York
$730K +$7.66K +175 +1%
ANI
198
American National Insurance
Texas
$726K – – –
NCCM
199
Nine Chapters Capital Management
New Jersey
$726K +$726K +16,596 New
FWCM
200
Ferguson Wellman Capital Management
Oregon
$716K -$4.06M -92,736 -85%
6 7
8
9 10