385 hedge funds and large institutions have $7.12B invested in HSBC in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+25
Holders Change %
+6.94%
% of All Funds
11.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
57
Increased
154
Reduced
112
Closed
27
Calls
$71M
Puts
$139M
Net Calls
-$68.3M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS AM
201
UBS AM
Illinois
$742K -$10.3M -216,564 -93%
GVT
202
Genesee Valley Trust
New York
$729K -$4.75K -100 -0.6%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$707K +$41K +864 +6%
SC
204
Scotia Capital
Ontario, Canada
$695K +$55.7K +1,171 +9%
IIM
205
Ipswich Investment Management
Massachusetts
$689K
BFA
206
BlackRock Fund Advisors
California
$688K +$2.8K +59 +0.4%
BO
207
BRR OpCo
Ohio
$685K -$12.2K -256 -2%
Creative Planning
208
Creative Planning
Kansas
$684K +$29.5K +620 +5%
HNB
209
Huntington National Bank
Ohio
$681K -$84.4K -1,776 -11%
MIS
210
Morningstar Investment Services
Illinois
$676K -$22.3K -470 -3%
CIP
211
Convergence Investment Partners
Florida
$674K -$125K -2,636 -16%
Envestnet Asset Management
212
Envestnet Asset Management
Illinois
$652K +$3.94K +83 +0.6%
SCM
213
Shelton Capital Management
Colorado
$649K +$11.8K +248 +2%
WTNA
214
Wilmington Trust National Association
Delaware
$620K -$240K -5,049 -28%
ARTA
215
A.R.T. Advisors
New York
$619K -$1.24M -26,130 -67%
CRC
216
Curi RMB Capital
Illinois
$603K -$107K -2,261 -15%
EAM
217
Edge Asset Management
Washington
$595K -$386K -8,124 -39%
HH
218
Hilltop Holdings
Texas
$586K +$4.65K +98 +0.8%
ISL
219
Ingalls & Snyder LLC
New York
$577K
CBB
220
Citizens Business Bank
California
$569K
SI
221
Stephens Inc
Arkansas
$565K +$37.7K +795 +7%
BIM
222
Baldwin Investment Management
Pennsylvania
$552K +$99.3K +2,089 +22%
NA
223
Navellier & Associates
Nevada
$537K +$102K +2,153 +24%
BWAM
224
Boyd Watterson Asset Management
Ohio
$530K +$48.7K +1,024 +10%
PGA
225
Portland Global Advisors
Maine
$517K -$24.8K -522 -5%