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HSBC
HSBC

Overview Fund Activity

424 hedge funds and large institutions have $4.93B invested in HSBC in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 255 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-9
Holders Change %
-2.08%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
123
Reduced
255
Closed
45
Calls
$56.9M
Puts
$99.9M
Net Calls
-$43M
Net Calls Change
+$123M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$18.8M
2
PPA
Parametric Portfolio Associates
Washington
+$14.2M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$9.71M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$6.75M
5
Northern Trust
Northern Trust
Illinois
+$6.65M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$19.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$18M
4
CI
Cambiar Investors
Colorado
-$13.1M
5
PG
PEAK6 Group
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
251
WealthTrust Axiom
Pennsylvania
$277K -$2.8K -63 -1%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$277K -$444 -10 -0.2%
SCM
253
SOL Capital Management
Maryland
$275K -$977 -22 -0.4%
SMC
254
Smith, Moore & Co
Missouri
$275K +$5.5K +124 +2%
HCM
255
Hodges Capital Management
Texas
$271K -$12.3K -276 -4%
State Street
256
State Street
Massachusetts
$264K -$2.66K -60 -1%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$258K -$2.65M -59,615 -91%
SCM
258
Shelton Capital Management
Colorado
$255K -$2.58K -58 -1%
KFC
259
Klingenstein Fields & Co
New York
$255K +$28.3K +638 +12%
MIC
260
Meridian Investment Counsel
California
$254K -$12.6K -283 -5%
CCMW
261
Cypress Capital Management (Wyoming)
Wyoming
$247K -$46.3K -1,032 -16%
FFA
262
First Foundation Advisors
California
$247K +$247K +5,553 New
CWS
263
Cypress Wealth Services
California
$242K -$2.44K -55 -1%
GG
264
Gofen & Glossberg
Illinois
$239K -$17.5K -393 -7%
MCM
265
MAI Capital Management
Ohio
$230K -$10.8K -243 -4%
LWM
266
Lenox Wealth Management
Ohio
$229K +$68.7K +1,529 +43%
NEAM
267
New England Asset Management
Connecticut
$228K +$228K +5,125 New
CB
268
Cadence Bank
Mississippi
$225K -$2.27K -51 -1%
TPWA
269
TRUE Private Wealth Advisors
Oregon
$220K +$220K +4,919 New
GWM
270
Geneos Wealth Management
Colorado
$215K +$133K +2,990 +161%
HH
271
Hilltop Holdings
Texas
$214K +$214K +4,825 New
AHB
272
Abner Herrman & Brock
New Jersey
$209K -$2.13K -48 -1%
WIA
273
Wealthstreet Investment Advisors
Texas
$207K -$2.08K -47 -1%
HJGA
274
Hardman Johnston Global Advisors
Connecticut
$206K -$2.08K -47 -1%
P
275
Pitcairn
Pennsylvania
$204K -$15.6K -352 -7%
9 10
11
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