HSBC icon

HSBC
HSBC

Overview Fund Activity

310 hedge funds and large institutions have $2.95B invested in HSBC in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 102 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
8.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
115
Reduced
102
Closed
48
Calls
$144M
Puts
$210M
Net Calls
-$66.7M
Net Calls Change
-$17.2M

Top Buyers

1
Capstone Investment Advisors
Capstone Investment Advisors
New York
$60.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$56.4M
3
CI
Cambiar Investors
Colorado
$156M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
5
Marshall Wace
Marshall Wace
United Kingdom
$14.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$38.7M
2
Capital International Investors
Capital International Investors
California
$0
3
CCM
Cullen Capital Management
New York
$8.28M
4
Deutsche Bank
Deutsche Bank
Germany
$12.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
226
Harding Loevner
New Jersey
$59K +$9.35K +336 +19%
JWA
227
JFS Wealth Advisors
Pennsylvania
$53K +$1.89K +68 +4%
JFGIW
228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52K -$55 -2 -0.1%
MCA
229
Mercer Capital Advisers
New Jersey
$52K +$1.63K +58 +3%
KT
230
Kanaly Trust
Texas
$49K -$21.9K -776 -31%
TCM
231
Tradewinds Capital Management
Washington
$46K – – –
SF
232
Synovus Financial
Georgia
$44K +$32.4K +1,122 +281%
RWA
233
Ropes Wealth Advisors
Massachusetts
$43K – – –
GWM
234
Geneos Wealth Management
Colorado
$43K +$25.9K +942 +152%
ZB
235
Zions Bancorporation
Utah
$35K -$685 -25 -2%
CF
236
CenterStar Fund
Illinois
$35K – – –
WA
237
Winfield Associates
Ohio
$34K +$1.44K +51 +4%
LNB
238
Ledyard National Bank
$33K -$2.06K -75 -6%
OC
239
Oakworth Capital
Alabama
$32K +$7.89K +273 +33%
CLOS
240
Compagnie Lombard Odier SCmA
Switzerland
$31K -$18.3K -664 -37%
CFG
241
Citizens Financial Group
Rhode Island
$31K -$9.59K -347 -24%
LOT
242
Lombard Odier Transatlantic
Quebec, Canada
$31K – – –
KF
243
Krilogy Financial
Missouri
$28K – – –
HNB
244
Huntington National Bank
Ohio
$27K -$119K -4,364 -81%
FHA
245
First Horizon Advisors
Tennessee
$27K – – –
RFWA
246
RPg Family Wealth Advisory
Massachusetts
$26.7K -$2.01K -72 -7%
HDIM
247
Hanson & Doremus Investment Management
Vermont
$26K – – –
AC
248
Alexandria Capital
Virginia
$26K – – –
JIC
249
Joel Isaacson & Co
New York
$26K – – –
SBL
250
Sargent Bickham Lagudis
Colorado
$25K – – –
8 9
10
11 12