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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$647M 12,738,578 +1,203,186 +10%
Fisher Asset Management
2
Fisher Asset Management
Washington
$634M 12,486,527 +166,927 +1%
Dodge & Cox
3
Dodge & Cox
California
$502M 9,883,660 +310,550 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$452M 8,896,169 +410,833 +5%
SCCM
5
Schafer Cullen Capital Management
New York
$243M 4,779,758 +129,686 +3%
Wells Fargo
6
Wells Fargo
California
$224M 4,409,226 +53,368 +1%
MICM
7
Matthews International Capital Management
California
$214M 4,203,428 -1,601,500 -28%
Capital Research Global Investors
8
Capital Research Global Investors
California
$195M 3,848,165 – –
MAA
9
Managed Account Advisors
New Jersey
$190M 3,735,596 +8,120 +0.2%
Northern Trust
10
Northern Trust
Illinois
$158M 3,109,504 +1,130,384 +57%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$142M 2,798,159 +249,806 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$142M 2,786,421 -803,297 -22%
Bessemer Group
13
Bessemer Group
New Jersey
$136M 2,667,576 +704,648 +36%
SI
14
Scout Investments
Missouri
$134M 2,642,618 -1,259,506 -32%
Fayez Sarofim & Co
15
Fayez Sarofim & Co
Texas
$114M 2,249,892 -533,065 -19%
Lazard Asset Management
16
Lazard Asset Management
New York
$86.8M 1,708,300 +7,009 +0.4%
MAM
17
Mercator Asset Management
Florida
$86.6M 1,705,575 -66,825 -4%
Mawer Investment Management
18
Mawer Investment Management
Alberta, Canada
$85M 1,672,883 +22,119 +1%
CCM
19
Cullen Capital Management
New York
$84.6M 1,665,480 – –
BIP
20
Brandes Investment Partners
California
$69M 1,357,784 +59,906 +5%
USAA
21
United Services Automobile Association
Texas
$64.9M 1,277,535 +8,099 +0.6%
Morgan Stanley
22
Morgan Stanley
New York
$61.6M 1,212,346 -239,984 -17%
Ameriprise
23
Ameriprise
Minnesota
$61.1M 1,202,183 +28,629 +2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$58.5M 1,151,055 +472,192 +70%
TIM
25
Thornburg Investment Management
New Mexico
$56.8M 1,118,194 -570,532 -34%
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