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HSBC
HSBC

Overview Fund Activity

429 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 102 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+43
Holders Change %
+11.14%
% of All Funds
9.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
102
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$328M
2
MHI
Miller Howard Investments
New York
+$74M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$21.3M
4
CS
Credit Suisse
Switzerland
+$17.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16M

Top Sellers

1
MICM
Matthews International Capital Management
California
-$37.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$31.1M
3
LP
LMR Partners
United Kingdom
-$28.4M
4
MS
Maven Securities
Jersey
-$20.4M
5
Deutsche Bank
Deutsche Bank
Germany
-$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
226
Summit Securities Group
New York
$387K +$387K +8,208 New
CCMW
227
Cypress Capital Management (Wyoming)
Wyoming
$379K -$17.3K -366 -4%
STA
228
Summit Trail Advisors
New York
$372K +$372K +7,332 New
RB
229
Rodgers Brothers
Pennsylvania
$372K +$372K +7,881 New
OWA
230
One Wealth Advisors
California
$369K +$369K +7,813 New
1WA
231
180 Wealth Advisors
Washington
$367K +$367K +7,780 New
FAAS
232
First Allied Advisory Services
California
$364K +$364K +7,711 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$363K +$23.7K +504 +7%
BIAS
234
Beacon Investment Advisory Services
New Jersey
$360K -$268K -5,673 -43%
HCM
235
Hodges Capital Management
Texas
$359K -$41.3K -876 -10%
GFPC
236
Global Financial Private Capital
Florida
$358K +$358K +7,596 New
Barclays
237
Barclays
United Kingdom
$357K -$161K -3,406 -31%
CBU
238
CIBC Bank USA
Illinois
$357K -$4.58K -97 -1%
FWIA
239
Fort Washington Investment Advisors
Ohio
$354K +$89.6K +1,898 +34%
ACS
240
Archford Capital Strategies
Illinois
$350K +$350K +7,425 New
S
241
SimplyRich
California
$344K +$344K +7,296 New
KFA
242
Kelleher Financial Advisors
New York
$343K -$31.8K -674 -8%
PCP
243
Proficio Capital Partners
Massachusetts
$336K -$6.93K -147 -2%
WS
244
Wedbush Securities
California
$336K +$336K +7,114 New
FDS
245
First Dallas Securities
Texas
$330K -$77.4K -1,642 -19%
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$322K +$1.09K +23 +0.3%
WPC
247
Waters Parkerson & Co
Louisiana
$321K -$48.5K -1,028 -13%
CSS
248
Cubist Systematic Strategies
Connecticut
$320K -$1.08M -23,009 -77%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$319K – – –
RJT
250
Raymond James Trust
Florida
$314K +$2.17K +46 +0.7%
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