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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 %
BCM
176
BTC Capital Management
Iowa
$555K +$11.6K +329 +2%
Dodge & Cox
177
Dodge & Cox
California
$553K -$253K -7,183 -31%
AP
178
Advisor Partners
California
$521K +$52K +1,479 +11%
AAM
179
AR Asset Management
California
$516K – – –
IB
180
Intrust Bank
Kansas
$514K -$24.6K -701 -5%
PAG
181
Private Advisor Group
New Jersey
$511K +$48.3K +1,374 +10%
BWAM
182
Boyd Watterson Asset Management
Ohio
$493K +$19.6K +558 +4%
GVT
183
Genesee Valley Trust
New York
$492K -$39.4K -1,121 -7%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$485K +$29.1K +834 +6%
SAM
185
Strategy Asset Managers
California
$484K +$26.2K +744 +6%
FA
186
FDx Advisors
Illinois
$480K +$242K +6,898 +102%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$479K -$168K -4,775 -26%
TD Asset Management
188
TD Asset Management
Ontario, Canada
$479K -$6.02K -171 -1%
PAI
189
Pittenger & Anderson Inc
Nebraska
$474K – – –
BO
190
BRR OpCo
Ohio
$473K -$12.7K -362 -3%
GT
191
Glenmede Trust
Pennsylvania
$445K +$18.9K +538 +4%
OMC
192
Old Mission Capital
Illinois
$441K +$441K +12,530 New
GA
193
GFS Advisors
Texas
$433K +$433K +12,311 New
Capital Fund Management (CFM)
194
Capital Fund Management (CFM)
France
$383K +$383K +10,887 New
IA
195
IFP Advisors
Florida
$379K +$379K +10,790 New
Creative Planning
196
Creative Planning
Kansas
$372K -$57.6K -1,636 -13%
FAAS
197
First Allied Advisory Services
California
$370K -$13.8K -383 -4%
WTC
198
WhitTier Trust Company
Nevada
$366K -$408K -11,619 -53%
IIM
199
Ipswich Investment Management
Massachusetts
$365K -$5.9K -168 -2%
PFM
200
PacWest Financial Management
Arizona
$354K -$763K -21,715 -68%
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