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HSBC
HSBC

Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$168M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$309M
3
Renaissance Technologies
Renaissance Technologies
New York
$62.2M
4
Two Sigma Investments
Two Sigma Investments
New York
$29.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$466M

Top Sellers

1
IG
ING Group
Netherlands
$0
2
TIM
Thornburg Investment Management
New Mexico
$94M
3
AG
Aperio Group
California
$23.8M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$24M
5
UBS AM
UBS AM
Illinois
$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$947M -$9.46M -199,063 -1%
Fisher Asset Management
2
Fisher Asset Management
Washington
$686M -$1.06M -22,393 -0.2%
Dodge & Cox
3
Dodge & Cox
California
$527M +$680K +14,321 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$466M +$24.8M +522,180 +6%
MICM
5
Matthews International Capital Management
California
$355M -$6.53M -137,526 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$309M +$39.5M +832,124 +15%
SCCM
7
Schafer Cullen Capital Management
New York
$242M +$15.9M +335,328 +7%
SI
8
Scout Investments
Missouri
$215M +$9.78M +205,813 +5%
Capital Research Global Investors
9
Capital Research Global Investors
California
$201M +$16.5M +348,169 +9%
MAA
10
Managed Account Advisors
New Jersey
$201M -$1.91M -40,125 -0.9%
Wells Fargo
11
Wells Fargo
California
$199M +$17.1M +359,039 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$168M +$77.4M +1,629,174 +86%
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$162M +$162M +3,413,994 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$125M +$9.57M +201,406 +8%
MAM
15
Mercator Asset Management
Florida
$103M -$3.05M -64,184 -3%
TIM
16
Thornburg Investment Management
New Mexico
$94M -$28.6M -602,307 -23%
CCM
17
Cullen Capital Management
New York
$91.8M +$86.9K +1,829 +0.1%
Lazard Asset Management
18
Lazard Asset Management
New York
$90.9M +$1.2M +25,313 +1%
Mawer Investment Management
19
Mawer Investment Management
Alberta, Canada
$84.8M +$11M +230,990 +15%
Morgan Stanley
20
Morgan Stanley
New York
$77.5M -$8.4M -176,919 -10%
Northern Trust
21
Northern Trust
Illinois
$70.2M +$2.78M +58,572 +4%
Ameriprise
22
Ameriprise
Minnesota
$67.8M +$2.06M +43,334 +3%
HGI
23
Hansberger Global Investors
Florida
$65.9M -$550K -11,584 -0.8%
USAA
24
United Services Automobile Association
Texas
$62.3M +$18M +379,465 +41%
Renaissance Technologies
25
Renaissance Technologies
New York
$62.2M +$39.5M +831,196 +174%
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