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HSBC
HSBC

Overview Fund Activity

429 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 102 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+43
Holders Change %
+11.14%
% of All Funds
9.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
102
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$328M
2
MHI
Miller Howard Investments
New York
+$74M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$21.3M
4
CS
Credit Suisse
Switzerland
+$17.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16M

Top Sellers

1
MICM
Matthews International Capital Management
California
-$37.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$31.1M
3
LP
LMR Partners
United Kingdom
-$28.4M
4
MS
Maven Securities
Jersey
-$20.4M
5
Deutsche Bank
Deutsche Bank
Germany
-$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
251
State Street
Massachusetts
$313K – – –
BIM
252
Bridgecreek Investment Management
Oklahoma
$312K -$309K -6,567 -50%
PFBT
253
Parkside Financial Bank & Trust
Missouri
$311K +$7.97K +169 +3%
BFS
254
Bradley Foster & Sargent
Connecticut
$310K – – –
LJAC
255
L.J. Altfest & Co
New York
$310K +$310K +13,133 New
Jones Financial Companies
256
Jones Financial Companies
Missouri
$305K -$136K -2,876 -31%
CWM
257
Cornerstone Wealth Management
Missouri
$301K -$8.54K -181 -3%
CONA
258
Capital One National Association
New York
$300K +$40.6K +859 +16%
SCM
259
SOL Capital Management
Maryland
$299K -$76.9K -1,633 -20%
Cetera Investment Advisers
260
Cetera Investment Advisers
Illinois
$295K +$34.2K +722 +13%
SMC
261
Smith, Moore & Co
Missouri
$293K -$11.4K -242 -4%
MIC
262
Meridian Investment Counsel
California
$289K – – –
FIM
263
Freedom Investment Management
Connecticut
$284K -$142K -3,008 -33%
GG
264
Gofen & Glossberg
Illinois
$278K -$5.19K -110 -2%
NFA
265
Nuveen Fund Advisors
Illinois
$276K -$258K -5,485 -48%
YWP
266
YorkBridge Wealth Partners
New York
$276K +$32.6K +690 +13%
PAM
267
PVG Asset Management
Colorado
$275K +$275K +5,839 New
IWP
268
Icon Wealth Partners
Texas
$272K +$272K +5,765 New
RWP
269
RWA Wealth Partners
Massachusetts
$271K – – –
P
270
Pitcairn
Pennsylvania
$268K +$12.4K +264 +5%
CWS
271
Cypress Wealth Services
California
$265K +$265K +5,619 New
PA
272
Parallel Advisors
California
$263K – – –
BWAM
273
Boyd Watterson Asset Management
Ohio
$258K +$7.3K +155 +3%
MCM
274
MAI Capital Management
Ohio
$252K – – –
CB
275
Cadence Bank
Mississippi
$246K +$246K +5,217 New
9 10
11
12 13