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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$464M 11,750,075 +780,235 +7%
Fisher Asset Management
2
Fisher Asset Management
Washington
$450M 11,412,871 -47,997 -0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$261M 6,616,786 -1,959,605 -23%
Wells Fargo
4
Wells Fargo
California
$160M 4,055,001 -446,409 -10%
SCCM
5
Schafer Cullen Capital Management
New York
$146M 3,688,874 -579,562 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$127M 3,218,851 +111,715 +4%
Bank of America
7
Bank of America
North Carolina
$111M 2,817,927 -60,066 -2%
Northern Trust
8
Northern Trust
Illinois
$99.1M 2,512,032 +237,872 +10%
CI
9
Cambiar Investors
Colorado
$97.5M 2,469,975 +437,330 +22%
Bessemer Group
10
Bessemer Group
New Jersey
$89.3M 2,261,352 -575,205 -20%
MICM
11
Matthews International Capital Management
California
$86.5M 2,191,437 -240,600 -10%
Capital Research Global Investors
12
Capital Research Global Investors
California
$84.8M 2,148,165 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$80.4M 2,036,150 -56,699 -3%
BIP
14
Brandes Investment Partners
California
$70.1M 1,775,008 -109,126 -6%
SCM
15
Segantii Capital Management
Hong Kong
$69.6M 1,743,080 +318,305 +22%
Ameriprise
16
Ameriprise
Minnesota
$64.1M 1,624,918 +161,889 +11%
Franklin Resources
17
Franklin Resources
California
$54M 1,367,522 +121,328 +10%
Morgan Stanley
18
Morgan Stanley
New York
$52.9M 1,340,466 +58,942 +5%
PPA
19
Parametric Portfolio Associates
Washington
$51.3M 1,299,815 +102,992 +9%
Goldman Sachs
20
Goldman Sachs
New York
$45.5M 1,153,778 +23,884 +2%
SI
21
Scout Investments
Missouri
$44.7M 1,132,481 -98,206 -8%
UBS Group
22
UBS Group
Switzerland
$43.4M 1,098,389 -10,674 -1%
USAA
23
United Services Automobile Association
Texas
$43.1M 1,092,452 +106,974 +11%
CCM
24
Cullen Capital Management
New York
$38M 962,370 +1,440 +0.1%
JFL
25
Jarislowsky, Fraser Ltd
Quebec, Canada
$32.8M 831,191 -20,691 -2%
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