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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
+$74.8M
2
CI
Cambiar Investors
Colorado
+$51.8M
3
Northern Trust
Northern Trust
Illinois
+$51.3M
4
MICM
Matthews International Capital Management
California
+$31.9M
5
Bank of America
Bank of America
North Carolina
+$26M

Top Sellers

1
NMC
Nine Masts Capital
Hong Kong
-$17.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$14.7M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$13.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
251
Toronto Dominion Bank
Ontario, Canada
$142K – – –
FIB
252
First Interstate Bank
Montana
$140K +$39.6K +1,091 +39%
EFSCE
253
Enterprise Financial Services Corp (EFSC)
Missouri
$138K -$1.68K -46 -1%
Simplex Trading
254
Simplex Trading
Illinois
$137K +$137K +3,778 New
FCM
255
Forester Capital Management
Illinois
$128K – – –
AA
256
Apriem Advisors
California
$121K +$48.4K +1,328 +67%
SDIC
257
South Dakota Investment Council
South Dakota
$117K – – –
WTC
258
WhitTier Trust Company
Nevada
$110K -$21.2K -581 -16%
NIT
259
NumerixS Investment Technologies
British Columbia, Canada
$104K -$68K -1,882 -40%
YWP
260
YorkBridge Wealth Partners
New York
$98K +$98K +2,723 New
UBS AM
261
UBS AM
Illinois
$93K +$93K +2,560 New
LIA
262
LS Investment Advisors
Michigan
$92K +$1.17K +32 +1%
ZB
263
Zions Bancorporation
Utah
$79K +$25.5K +698 +48%
IWM
264
IHT Wealth Management
Illinois
$70K +$70K +1,892 New
MCA
265
Mercer Capital Advisers
New Jersey
$69K +$939 +26 +1%
JWA
266
JFS Wealth Advisors
Pennsylvania
$68K -$796 -22 -1%
PRS
267
Pinkerton Retirement Specialists
Idaho
$68K +$68K +1,885 New
GWM
268
Geneos Wealth Management
Colorado
$57K +$1.01K +28 +2%
BIM
269
BlackRock Investment Management
Delaware
$56K -$16.1K -439 -22%
CFG
270
Citizens Financial Group
Rhode Island
$56K +$16K +443 +40%
RWA
271
Ropes Wealth Advisors
Massachusetts
$55K – – –
CFD
272
Creative Financial Designs
Indiana
$54K +$54K +1,487 New
IP
273
Intellectus Partners
California
$53K +$53K +1,467 New
SF
274
Synovus Financial
Georgia
$52K -$2.28K -63 -4%
AAP
275
Arax Advisory Partners
Colorado
$52K +$52K +1,431 New
9 10
11
12 13