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HSBC
HSBC

Overview Fund Activity

386 hedge funds and large institutions have $4.48B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+23
Holders Change %
+6.34%
% of All Funds
9.64%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$35.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$14.4M
4
CS
Credit Suisse
Switzerland
+$13.9M
5
PPA
Parametric Portfolio Associates
Washington
+$13M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$44.5M
2
Morgan Stanley
Morgan Stanley
New York
-$21.2M
3
MS
Maven Securities
Jersey
-$19.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.1M
5
QIM
Quantitative Investment Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
251
Meridian Investment Counsel
California
$276K – – –
GG
252
Gofen & Glossberg
Illinois
$271K -$7.41K -164 -3%
LWA
253
Lowe Wealth Advisors
Maryland
$263K -$3.47K -77 -1%
RWP
254
RWA Wealth Partners
Massachusetts
$260K +$260K +5,753 New
FWIA
255
Fort Washington Investment Advisors
Ohio
$253K – – –
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$249K -$22.6K -501 -8%
CONA
257
Capital One National Association
New York
$248K -$8.49K -188 -3%
PA
258
Parallel Advisors
California
$245K +$2.2K +50 +0.9%
P
259
Pitcairn
Pennsylvania
$244K +$244K +5,422 New
MCM
260
MAI Capital Management
Ohio
$241K – – –
BWAM
261
Boyd Watterson Asset Management
Ohio
$240K -$14.6K -324 -6%
B
262
BancorpSouth
Mississippi
$236K – – –
VFPI
263
Vantage Financial Partners (Illinois)
Illinois
$236K +$236K +1,742 New
YWP
264
YorkBridge Wealth Partners
New York
$233K +$90 +2 +0%
PVWM
265
Point View Wealth Management
New Jersey
$229K – – –
AHB
266
Abner Herrman & Brock
New Jersey
$224K – – –
Pacer Advisors
267
Pacer Advisors
Pennsylvania
$224K – – –
PMG
268
ProVise Management Group
Florida
$222K – – –
QSS
269
Quantitative Systematic Strategies
Florida
$221K +$221K +4,898 New
KFC
270
Klingenstein Fields & Co
New York
$218K – – –
GLRA
271
Gerald L. Ray & Associates
Texas
$217K – – –
HJGA
272
Hardman Johnston Global Advisors
Connecticut
$216K -$16.4K -364 -7%
QCMC
273
Quantum Capital Management (California)
California
$212K +$212K +4,698 New
Verition Fund Management
274
Verition Fund Management
Connecticut
$209K +$209K +4,623 New
WB
275
WesBanco Bank
West Virginia
$207K +$207K +4,595 New
9 10
11
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