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HSBC
HSBC

Overview Fund Activity

310 hedge funds and large institutions have $2.95B invested in HSBC in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 102 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
8.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
115
Reduced
102
Closed
48
Calls
$144M
Puts
$210M
Net Calls
-$66.7M
Net Calls Change
-$17.2M

Top Buyers

1
Capstone Investment Advisors
Capstone Investment Advisors
New York
$60.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$56.4M
3
CI
Cambiar Investors
Colorado
$156M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
5
Marshall Wace
Marshall Wace
United Kingdom
$14.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$38.7M
2
Capital International Investors
Capital International Investors
California
$0
3
CCM
Cullen Capital Management
New York
$8.28M
4
Deutsche Bank
Deutsche Bank
Germany
$12.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
276
Bartlett & Co
Ohio
$8K – – –
FFC
277
First Financial Corp
Indiana
$8K +$8K +269 New
FPFS
278
First Personal Financial Services
North Carolina
$8K +$8K +291 New
Schroder Investment Management Group
279
Schroder Investment Management Group
United Kingdom
$7K -$14.2K -536 -67%
NCM
280
Nelson Capital Management
California
$6K – – –
HPBT
281
High Point Bank & Trust
North Carolina
$6K – – –
SCM
282
Southport Capital Management
Tennessee
$6K +$6K +224 New
TFO
283
Tarbox Family Office
California
$5K – – –
BFEC
284
Benjamin F. Edwards & Company
Missouri
$5K – – –
ECM
285
Exchange Capital Management
Michigan
$5K +$5K +168 New
PWM
286
Perigon Wealth Management
California
$5K +$5K +168 New
CFA
287
Carroll Financial Associates
North Carolina
$5K +$5K +180 New
JFA
288
JNBA Financial Advisors
Minnesota
$4K -$397 -13 -9%
RWG
289
Regal Wealth Group
California
$4K +$4K +158 New
EWM
290
Edge Wealth Management
New York
$3K -$280 -11 -9%
AF
291
Allworth Financial
California
$3K – – –
VNA
292
Valley National Advisers
Pennsylvania
$3K – – –
BKA
293
Brick & Kyle Associates
Pennsylvania
$3K – – –
IWC
294
Integrated Wealth Counsel
California
$3K – – –
TCOV
295
Trust Company of Vermont
Vermont
$3K +$3K +122 New
ASN
296
Advisory Services Network
Georgia
$3K +$3K +123 New
DAM
297
Delta Asset Management
Tennessee
$2K – – –
Macquarie Group
298
Macquarie Group
Australia
$2K +$133 +6 +7%
CAW
299
Cornerstone Advisors (Washington)
Washington
$2K +$219 +7 +12%
BIG
300
Bellwether Investment Group
Tennessee
$2K +$2K +56 New
10 11
12
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