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HSBC
HSBC

Overview Fund Activity

354 hedge funds and large institutions have $4.18B invested in HSBC in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 199 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-21
Holders Change %
-5.6%
% of All Funds
9.44%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
33
Increased
121
Reduced
199
Closed
50
Calls
$33.7M
Puts
$199M
Net Calls
-$165M
Net Calls Change
-$84.7M

Top Buyers

1
SCCM
Schafer Cullen Capital Management
New York
$195M
2
Invesco
Invesco
Georgia
$38.5M
3
BIP
Brandes Investment Partners
California
$78.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$344M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$21.4M
3
CCM
Causeway Capital Management
California
$16.1M
4
VKH
Virtu KCG Holdings
New York
$1.92M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
201
Quantitative Investment Management
Virginia
$515K +$515K +13,724 New
State Street
202
State Street
Massachusetts
$513K -$500K -13,336 -49%
BWAM
203
Boyd Watterson Asset Management
Ohio
$508K +$110K +2,919 +28%
PA
204
Pinnacle Associates
New York
$489K -$9.87K -263 -2%
CS
205
Cannell & Spears
New York
$482K +$482K +12,838 New
AP
206
Advisor Partners
California
$469K -$66.7K -1,777 -12%
BHB
207
Bank Hapoalim BM
Israel
$454K +$295K +4,440 +185%
RHBC
208
R.H. Bluestein & Co
Michigan
$426K -$9.92K -264 -2%
CSS
209
Cubist Systematic Strategies
Connecticut
$422K +$40.1K +1,067 +10%
JFGIW
210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$417K -$10.6K -281 -2%
PL
211
Parkwood LLC
Ohio
$417K +$417K +11,115 New
DADC
212
D.A. Davidson & Co
Montana
$387K -$1.01M -27,022 -72%
SAM
213
Strategy Asset Managers
California
$380K +$68.8K +1,831 +22%
HCM
214
Hollencrest Capital Management
California
$371K +$16K +427 +5%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$369K +$46.7K +1,234 +14%
DCM
216
Dynamic Capital Management
Jersey
$357K -$346K -9,201 -49%
SG Americas Securities
217
SG Americas Securities
New York
$357K -$8.3K -221 -2%
EAM
218
Edge Asset Management
Washington
$353K -$8.21K -219 -2%
CPS
219
Counsel Portfolio Services
Ontario, Canada
$342K -$2M -53,333 -85%
IT
220
Independence Trust
Tennessee
$339K -$7.88K -210 -2%
CB
221
Chemical Bank
Michigan
$337K -$7.86K -209 -2%
DIA
222
Dana Investment Advisors
Wisconsin
$336K +$18.2K +484 +6%
ADBIC
223
A.D. Beadell Investment Counsel
Wisconsin
$336K +$61.8K +1,648 +23%
LA
224
LVW Advisors
New York
$335K +$9.53K +254 +3%
JIC
225
Johnson Investment Counsel
Ohio
$334K +$87.2K +2,327 +35%
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