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HSBC
HSBC

Overview Fund Activity

385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
–
Holders Change %
0%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
43
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$99.8M
2
Wells Fargo
Wells Fargo
California
+$38M
3
TGI
Tradewinds Global Investors
California
+$36.7M
4
Northern Trust
Northern Trust
Illinois
+$35.9M
5
BIP
Brandes Investment Partners
California
+$30.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Renaissance Technologies
Renaissance Technologies
New York
-$35M
3
MICM
Matthews International Capital Management
California
-$32.5M
4
SM
Seminole Management
New York
-$25.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$626M -$6.28M -143,348 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$586M -$287M -6,551,122 -33%
Dodge & Cox
3
Dodge & Cox
California
$487M +$1.02M +23,353 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$431M +$1.7M +38,818 +0.4%
MICM
5
Matthews International Capital Management
California
$295M -$32.5M -743,109 -10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$283M -$1.28M -29,321 -0.5%
SCCM
7
Schafer Cullen Capital Management
New York
$236M +$12.9M +294,764 +6%
Wells Fargo
8
Wells Fargo
California
$221M +$38M +867,298 +21%
SI
9
Scout Investments
Missouri
$198M +$447K +10,201 +0.2%
Capital Research Global Investors
10
Capital Research Global Investors
California
$196M +$10.2M +232,112 +5%
MAA
11
Managed Account Advisors
New Jersey
$189M +$4.55M +103,842 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$182M +$27.7M +632,940 +18%
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$142M -$8.08M -184,196 -5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$130M +$14.5M +332,122 +13%
Northern Trust
15
Northern Trust
Illinois
$101M +$35.9M +818,604 +55%
Bessemer Group
16
Bessemer Group
New Jersey
$99.8M +$99.8M +2,277,875 +1,003,469%
MAM
17
Mercator Asset Management
Florida
$90.1M -$4.43M -101,216 -5%
Lazard Asset Management
18
Lazard Asset Management
New York
$86.5M +$2.7M +61,648 +3%
TIM
19
Thornburg Investment Management
New Mexico
$85.8M -$858K -19,585 -1%
CCM
20
Cullen Capital Management
New York
$84.7M +$26.6K +608 +0%
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$83.9M +$5.77M +131,829 +7%
Morgan Stanley
22
Morgan Stanley
New York
$73.8M +$2.36M +53,895 +3%
BIP
23
Brandes Investment Partners
California
$66M +$30.2M +689,794 +84%
USAA
24
United Services Automobile Association
Texas
$64.5M +$7.13M +162,753 +12%
Ameriprise
25
Ameriprise
Minnesota
$59.7M -$2.84M -64,773 -5%
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