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HSBC
HSBC

Overview Fund Activity

413 hedge funds and large institutions have $4.49B invested in HSBC in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 263 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.46%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
47
Increased
97
Reduced
263
Closed
54
Calls
$85M
Puts
$123M
Net Calls
-$38.4M
Net Calls Change
+$4.55M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$12.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.82M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.08M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$5.48M
5
Northern Trust
Northern Trust
Illinois
+$5.43M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$34.3M
2
MICM
Matthews International Capital Management
California
-$23.9M
3
Goldman Sachs
Goldman Sachs
New York
-$14.3M
4
MSR
Main Street Research
Connecticut
-$11.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
251
WealthTrust Axiom
Pennsylvania
$258K -$2.88K -69 -1%
SCM
252
SOL Capital Management
Maryland
$258K -$1.17K -28 -0.5%
SMC
253
Smith, Moore & Co
Missouri
$257K -$2.85K -68 -1%
Two Sigma Investments
254
Two Sigma Investments
New York
$255K -$1.47M -35,119 -85%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$253K -$8.55K -204 -3%
HCM
256
Hodges Capital Management
Texas
$253K -$2.81K -67 -1%
IA
257
IFP Advisors
Florida
$252K -$46.9K -1,119 -16%
CG
258
Cutler Group
California
$247K -$16K -384 -6%
State Street
259
State Street
Massachusetts
$246K -$2.76K -66 -1%
PA
260
Parallel Advisors
California
$242K -$29.1K -694 -11%
TPWA
261
TRUE Private Wealth Advisors
Oregon
$231K +$24.9K +595 +12%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$227K -$16.6K -396 -7%
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
$226K -$788K -18,845 -78%
MIC
264
Meridian Investment Counsel
California
$221K -$18.2K -434 -8%
CWS
265
Cypress Wealth Services
California
$220K -$8.82K -210 -4%
NEAM
266
New England Asset Management
Connecticut
$212K -$2.34K -56 -1%
CB
267
Cadence Bank
Mississippi
$210K -$2.35K -56 -1%
MCM
268
MAI Capital Management
Ohio
$208K -$9.26K -221 -4%
Bessemer Group
269
Bessemer Group
New Jersey
$207K +$66.5K +1,583 +47%
PMG
270
ProVise Management Group
Florida
$204K -$2.27K -54 -1%
LWM
271
Lenox Wealth Management
Ohio
$197K -$16.4K -391 -8%
HNB
272
Huntington National Bank
Ohio
$181K +$12.7K +302 +8%
FHB
273
First Hawaiian Bank
Hawaii
$168K +$168K +4,004 New
IWP
274
Icon Wealth Partners
Texas
$167K -$13.1K -311 -7%
Toronto Dominion Bank
275
Toronto Dominion Bank
Ontario, Canada
$163K -$21.1K -501 -11%
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