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HSBC
HSBC

Overview Fund Activity

413 hedge funds and large institutions have $4.49B invested in HSBC in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 263 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.46%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
47
Increased
97
Reduced
263
Closed
54
Calls
$85M
Puts
$123M
Net Calls
-$38.4M
Net Calls Change
+$4.55M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$12.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.82M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.08M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$5.48M
5
Northern Trust
Northern Trust
Illinois
+$5.43M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$34.3M
2
MICM
Matthews International Capital Management
California
-$23.9M
3
Goldman Sachs
Goldman Sachs
New York
-$14.3M
4
MSR
Main Street Research
Connecticut
-$11.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
226
Old Mission Capital
Illinois
$316K +$316K +7,536 New
PCP
227
Proficio Capital Partners
Massachusetts
$315K +$9.85K +235 +3%
NL
228
NWAM LLC
Washington
$313K +$313K +7,474 New
TD Asset Management
229
TD Asset Management
Ontario, Canada
$311K -$31.4K -750 -9%
ECM
230
Evergreen Capital Management
Washington
$301K -$32.6K -776 -10%
FWIA
231
Fort Washington Investment Advisors
Ohio
$301K -$3.35K -80 -1%
BP
232
Ballentine Partners
Massachusetts
$300K -$129K -3,077 -30%
YWP
233
YorkBridge Wealth Partners
New York
$299K -$3.32K -79 -1%
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$293K +$18.1K +427 +7%
KFA
235
Kelleher Financial Advisors
New York
$287K -$5.57K -133 -2%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$282K -$52.1K -1,244 -16%
CBU
237
CIBC Bank USA
Illinois
$280K -$6.03K -144 -2%
WPC
238
Waters Parkerson & Co
Louisiana
$273K -$3.01K -72 -1%
Group One Trading
239
Group One Trading
Illinois
$273K +$273K +6,504 New
BFEC
240
Benjamin F. Edwards & Company
Missouri
$271K -$3.01K -72 -1%
Squarepoint
241
Squarepoint
New York
$271K +$271K +6,477 New
CFB
242
Cullen/Frost Bankers
Texas
$268K -$121K -2,876 -31%
BIM
243
Baldwin Investment Management
Pennsylvania
$268K -$61.3K -1,461 -19%
CAM
244
Cozad Asset Management
Illinois
$267K -$11K -262 -4%
BIM
245
Bridgecreek Investment Management
Oklahoma
$266K -$2.93K -70 -1%
CB
246
Commerce Bank
Missouri
$264K -$313K -7,456 -54%
BFS
247
Bradley Foster & Sargent
Connecticut
$264K -$2.93K -70 -1%
HH
248
Hilltop Holdings
Texas
$261K +$59.3K +1,419 +29%
KFC
249
Klingenstein Fields & Co
New York
$260K +$18.9K +450 +8%
RWP
250
RWA Wealth Partners
Massachusetts
$259K -$2.89K -69 -1%
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