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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 %
EAM
201
Eagle Asset Management
Florida
$339K +$72.2K +2,056 +27%
EARNEST Partners
202
EARNEST Partners
Georgia
$336K -$80.6K -2,293 -19%
SG Americas Securities
203
SG Americas Securities
New York
$331K – – –
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$320K -$138K -3,928 -30%
JIC
205
Johnson Investment Counsel
Ohio
$317K -$80.9K -2,302 -20%
ICAS
206
Investors Capital Advisory Services
Massachusetts
$316K +$316K +9,022 New
LJAC
207
L.J. Altfest & Co
New York
$307K – – –
FNB
208
First Niagara Bank
New York
$300K +$7.31K +208 +2%
SCM
209
Sterling Capital Management
North Carolina
$300K +$300K +8,526 New
BIM
210
Baldwin Investment Management
Pennsylvania
$297K – – –
LCP
211
Lombardia Capital Partners
California
$291K – – –
HSBC Holdings
212
HSBC Holdings
United Kingdom
$281K -$389K -11,068 -58%
BMO
213
Beck Mack & Oliver
New York
$271K -$94.6K -2,694 -26%
BRWA
214
B. Riley Wealth Advisors
Florida
$267K -$72.2K -2,040 -21%
Mirae Asset Global Investments
215
Mirae Asset Global Investments
South Korea
$264K -$7.86K -224 -3%
MIC
216
Meridian Investment Counsel
California
$260K -$19.9K -567 -7%
OCG
217
Opus Capital Group
Ohio
$259K – – –
BFM
218
Boston Financial Management
Massachusetts
$258K -$191K -5,443 -43%
IAA
219
Ironsides Asset Advisors
North Carolina
$255K +$255K +7,242 New
CCM
220
Covington Capital Management
California
$253K -$31.3K -890 -11%
LA
221
LVW Advisors
New York
$251K -$57.5K -1,638 -19%
Mariner
222
Mariner
Kansas
$240K +$5.64K +160 +2%
Jane Street
223
Jane Street
New York
$240K +$240K +6,818 New
SCM
224
SOL Capital Management
Maryland
$239K -$42.2K -1,199 -15%
RCAG
225
Rehmann Capital Advisory Group
Michigan
$236K -$7.8K -222 -3%
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