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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 %
PG
201
PEAK6 Group
Illinois
$673K -$3.93M -89,824 -85%
MC
202
Moors & Cabot
Massachusetts
$668K +$152K +3,513 +30%
MIS
203
Morningstar Investment Services
Illinois
$664K +$19.9K +455 +3%
AP
204
Advisor Partners
California
$655K -$24.1K -550 -4%
BO
205
BRR OpCo
Ohio
$649K +$15.2K +348 +2%
BFA
206
BlackRock Fund Advisors
California
$645K +$11.4K +260 +2%
Federated Hermes
207
Federated Hermes
Pennsylvania
$644K +$227K +5,201 +55%
AT
208
Arden Trust
Delaware
$637K -$22.9K -522 -3%
PA
209
Pinnacle Associates
New York
$615K -$330K -7,534 -35%
GIA
210
Gateway Investment Advisers
Ohio
$606K -$265K -6,059 -30%
TAM
211
Tocqueville Asset Management
New York
$600K +$600K +67,221 New
SCM
212
Shelton Capital Management
Colorado
$598K – – –
ISL
213
Ingalls & Snyder LLC
New York
$595K +$63.6K +1,454 +12%
LCM
214
Logan Capital Management
Pennsylvania
$580K +$57.9K +1,323 +11%
CCA
215
Checchi Capital Advisers
California
$572K +$216K +4,944 +61%
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$571K -$46.5K -1,062 -8%
Stifel Financial
217
Stifel Financial
Missouri
$568K +$15.1K +346 +3%
Barclays
218
Barclays
United Kingdom
$563K -$708K -16,442 -56%
OC
219
Oppenheimer & Co
New York
$558K -$127K -2,894 -18%
CBB
220
Citizens Business Bank
California
$542K -$2.54K -58 -0.5%
SI
221
Stephens Inc
Arkansas
$536K +$5.08K +116 +1%
PGA
222
Portland Global Advisors
Maine
$536K +$42.4K +969 +9%
EARNEST Partners
223
EARNEST Partners
Georgia
$531K +$6.7K +153 +1%
EAM
224
Edge Asset Management
Washington
$528K -$20.3K -464 -4%
BWAM
225
Boyd Watterson Asset Management
Ohio
$526K -$1.97K -45 -0.4%
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