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HSBC
HSBC

Overview Fund Activity

363 hedge funds and large institutions have $4.2B invested in HSBC in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 108 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+13
Holders Change %
+3.71%
% of All Funds
9.06%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
49
Increased
108
Reduced
199
Closed
33
Calls
$88.8M
Puts
$267M
Net Calls
-$178M
Net Calls Change
+$58.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$17M
3
QIM
Quantitative Investment Management
Virginia
+$13.4M
4
CAI
Capital Advisors Inc
Oklahoma
+$13.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$11.7M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$95.1M
2
SCM
Segantii Capital Management
Hong Kong
-$45.6M
3
Bank of America
Bank of America
North Carolina
-$17.2M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$16.9M
5
LP
LMR Partners
United Kingdom
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
226
Bahl & Gaynor
Ohio
$318K +$318K +7,500 New
MML Investors Services
227
MML Investors Services
Massachusetts
$315K +$315K +7,431 New
GT
228
Glenmede Trust
Pennsylvania
$314K -$3.6K -97 -1%
HCM
229
Hodges Capital Management
Texas
$313K +$77.3K +1,824 +33%
SMC
230
Smith, Moore & Co
Missouri
$286K -$3.26K -77 -1%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$286K -$3.26K -77 -1%
BIAS
232
Beacon Investment Advisory Services
New Jersey
$282K -$16.4K -387 -6%
TSS
233
Two Sigma Securities
New York
$280K -$24.7K -582 -8%
VKH
234
Virtu KCG Holdings
New York
$279K -$2.56M -60,231 -90%
BFS
235
Bradley Foster & Sargent
Connecticut
$278K -$3.18K -75 -1%
GIM
236
Granahan Investment Management
Massachusetts
$278K +$12K +284 +5%
FIM
237
Freedom Investment Management
Connecticut
$276K -$1.78K -42 -0.6%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$276K -$1.27K -30 -0.5%
CWM
239
Cornerstone Wealth Management
Missouri
$269K +$269K +6,143 New
WIS
240
Wright Investors Service
Connecticut
$263K +$263K +6,200 New
GG
241
Gofen & Glossberg
Illinois
$261K -$3.01K -71 -1%
MIC
242
Meridian Investment Counsel
California
$259K -$2.96K -70 -1%
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$258K -$290K -6,747 -53%
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$255K +$10.7K +253 +4%
PA
245
Parallel Advisors
California
$253K +$26.5K +578 +12%
LWA
246
Lowe Wealth Advisors
Maryland
$251K +$13.8K +325 +6%
State Street
247
State Street
Massachusetts
$248K -$3.26M -77,042 -93%
GC
248
Guardian Capital
Ontario, Canada
$247K -$2.85K -67 -1%
PAS
249
Park Avenue Securities
New York
$243K +$243K +5,552 New
CONA
250
Capital One National Association
New York
$241K +$551 +13 +0.2%
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