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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 %
BWAM
251
Boyd Watterson Asset Management
Ohio
$239K -$2.67K -63 -1%
FWIA
252
Fort Washington Investment Advisors
Ohio
$237K -$2.75K -65 -1%
BCM
253
Bluefin Capital Management
New York
$237K +$237K +5,582 New
MCM
254
MAI Capital Management
Ohio
$227K +$227K +5,346 New
YWP
255
YorkBridge Wealth Partners
New York
$222K +$8.4K +195 +4%
B
256
BancorpSouth
Mississippi
$221K -$19.3K -455 -8%
HJGA
257
Hardman Johnston Global Advisors
Connecticut
$219K +$219K +5,156 New
PVWM
258
Point View Wealth Management
New Jersey
$214K +$214K +5,059 New
SG
259
StoneX Group
New York
$213K +$213K +5,027 New
AHB
260
Abner Herrman & Brock
New Jersey
$210K +$210K +4,951 New
Pacer Advisors
261
Pacer Advisors
Pennsylvania
$210K +$210K +4,965 New
PMG
262
ProVise Management Group
Florida
$209K +$209K +4,925 New
RBC
263
Ronald Blue & Co
Georgia
$204K -$49.1K -1,155 -19%
GLRA
264
Gerald L. Ray & Associates
Texas
$204K +$204K +4,817 New
KFC
265
Klingenstein Fields & Co
New York
$204K +$204K +4,821 New
OIA
266
OneDigital Investment Advisors
Kansas
$187K +$187K +4,412 New
Manulife (Manufacturers Life Insurance)
267
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183K +$5.8K +137 +3%
BPC
268
Banque Pictet & Cie
Switzerland
$174K -$2K -237 -1%
PNAA
269
Pictet North America Advisors
Switzerland
$174K -$2K -237 -1%
FIB
270
First Interstate Bank
Montana
$162K -$1.87K -44 -1%
EFSCE
271
Enterprise Financial Services Corp (EFSC)
Missouri
$160K -$934 -22 -0.6%
FCM
272
Forester Capital Management
Illinois
$148K -$1.7K -40 -1%
HNB
273
Huntington National Bank
Ohio
$148K +$109K +2,568 +279%
LSV Asset Management
274
LSV Asset Management
Illinois
$139K -$334K -7,898 -71%
Toronto Dominion Bank
275
Toronto Dominion Bank
Ontario, Canada
$138K -$45.9K -1,083 -25%
9 10
11
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