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HSBC
HSBC

Overview Fund Activity

424 hedge funds and large institutions have $4.93B invested in HSBC in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 255 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-9
Holders Change %
-2.08%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
123
Reduced
255
Closed
45
Calls
$56.9M
Puts
$99.9M
Net Calls
-$43M
Net Calls Change
+$123M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$18.8M
2
PPA
Parametric Portfolio Associates
Washington
+$14.2M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$9.71M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$6.75M
5
Northern Trust
Northern Trust
Illinois
+$6.65M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$19.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$18M
4
CI
Cambiar Investors
Colorado
-$13.1M
5
PG
PEAK6 Group
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
226
TD Asset Management
Ontario, Canada
$363K -$263K -5,932 -42%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$361K -$32.3K -728 -8%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$354K +$5.86K +132 +2%
ECM
229
Evergreen Capital Management
Washington
$353K +$20.6K +464 +6%
BIAS
230
Beacon Investment Advisory Services
New Jersey
$350K +$754 +17 +0.2%
BIM
231
Baldwin Investment Management
Pennsylvania
$349K -$14.3K -321 -4%
RB
232
Rodgers Brothers
Pennsylvania
$345K -$2.93K -66 -0.8%
BA
233
Bristol Advisors
Pennsylvania
$344K +$344K +7,748 New
RJT
234
Raymond James Trust
Florida
$332K +$36.4K +819 +12%
FWIA
235
Fort Washington Investment Advisors
Ohio
$323K -$3.29K -74 -1%
PCP
236
Proficio Capital Partners
Massachusetts
$323K +$1.69K +38 +0.5%
YWP
237
YorkBridge Wealth Partners
New York
$320K +$42.2K +949 +15%
IA
238
IFP Advisors
Florida
$317K -$44K -988 -12%
S
239
SimplyRich
California
$314K -$3.2K -72 -1%
KFA
240
Kelleher Financial Advisors
New York
$310K -$2.93K -66 -0.9%
CBU
241
CIBC Bank USA
Illinois
$303K -$25.4K -574 -8%
CAM
242
Cozad Asset Management
Illinois
$295K +$295K +6,636 New
WPC
243
Waters Parkerson & Co
Louisiana
$293K -$2.98K -67 -1%
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$292K +$45.3K +1,008 +18%
BFEC
245
Benjamin F. Edwards & Company
Missouri
$291K -$2.93K -66 -1%
PA
246
Parallel Advisors
California
$287K +$51.5K +1,162 +22%
BIM
247
Bridgecreek Investment Management
Oklahoma
$285K -$2.89K -65 -1%
BFS
248
Bradley Foster & Sargent
Connecticut
$283K -$3.6M -80,964 -93%
CG
249
Cutler Group
California
$279K -$249K -5,617 -47%
RWP
250
RWA Wealth Partners
Massachusetts
$278K +$27.7K +624 +11%
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