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HSBC
HSBC

Overview Fund Activity

348 hedge funds and large institutions have $3.74B invested in HSBC in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+45
Holders Change %
+14.85%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
74
Increased
127
Reduced
87
Closed
23
Calls
$126M
Puts
$258M
Net Calls
-$132M
Net Calls Change
-$28.9M

Top Buyers

1
HL
Harding Loevner
New Jersey
$74.9M
2
CI
Cambiar Investors
Colorado
$261M
3
Northern Trust
Northern Trust
Illinois
$157M
4
MICM
Matthews International Capital Management
California
$112M
5
Bank of America
Bank of America
North Carolina
$154M

Top Sellers

1
NMC
Nine Masts Capital
Hong Kong
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.33M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$8.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.66M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
226
Benjamin F. Edwards & Company
Missouri
$248K – – –
ATIA
227
American Trust Investment Advisors
New Hampshire
$248K +$248K +6,819 New
QCG
228
Quadrant Capital Group
Ohio
$245K +$59.4K +1,705 +32%
PFBT
229
Parkside Financial Bank & Trust
Missouri
$242K +$9.28K +255 +4%
BCAM
230
Boston Common Asset Management
Massachusetts
$239K – – –
GIM
231
Granahan Investment Management
Massachusetts
$236K +$236K +6,498 New
RCA
232
Rowland Carmichael Advisors
Arizona
$234K +$234K +6,448 New
CONA
233
Capital One National Association
New York
$234K +$234K +6,456 New
MIC
234
Meridian Investment Counsel
California
$229K -$12.1K -335 -5%
KFA
235
Kelleher Financial Advisors
New York
$216K +$2.39K +66 +1%
DVM
236
Dreman Value Management
Florida
$214K -$680K -18,717 -76%
BWAM
237
Boyd Watterson Asset Management
Ohio
$214K -$283K -7,793 -57%
LWA
238
Lowe Wealth Advisors
Maryland
$212K +$212K +5,845 New
BCM
239
BlueCrest Capital Management
Jersey
$209K +$209K +5,763 New
CI
240
Conning Inc
Connecticut
$208K +$208K +5,729 New
FWIA
241
Fort Washington Investment Advisors
Ohio
$206K -$20K -551 -9%
B
242
BancorpSouth
Mississippi
$206K +$206K +5,672 New
P
243
Pitcairn
Pennsylvania
$204K +$204K +5,609 New
IWM
244
Integrated Wealth Management
California
$201K – – –
PA
245
Parallel Advisors
California
$196K +$196K +5,400 New
PCP
246
Proficio Capital Partners
Massachusetts
$180K +$17K +468 +10%
MFS
247
MSI Financial Services
Massachusetts
$177K +$2.95K +81 +2%
Parallax Volatility Advisers
248
Parallax Volatility Advisers
California
$170K -$264K -7,303 -61%
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159K -$21.7K -596 -12%
IIC
250
Integrated Investment Consultants
Michigan
$147K +$30.4K +841 +26%
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