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HSBC
HSBC

Overview Fund Activity

363 hedge funds and large institutions have $4.2B invested in HSBC in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 108 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+13
Holders Change %
+3.71%
% of All Funds
9.06%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
49
Increased
108
Reduced
199
Closed
33
Calls
$88.8M
Puts
$267M
Net Calls
-$178M
Net Calls Change
+$58.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$17M
3
QIM
Quantitative Investment Management
Virginia
+$13.4M
4
CAI
Capital Advisors Inc
Oklahoma
+$13.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$11.7M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$95.1M
2
SCM
Segantii Capital Management
Hong Kong
-$45.6M
3
Bank of America
Bank of America
North Carolina
-$17.2M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$16.9M
5
LP
LMR Partners
United Kingdom
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$127K +$16K +380 +14%
UBS AM
277
UBS AM
Illinois
$115K +$721 +17 +0.6%
IIC
278
Integrated Investment Consultants
Michigan
$114K -$58.5K -1,377 -34%
TRCT
279
Tower Research Capital (TRC)
New York
$112K +$52.2K +1,231 +87%
WTC
280
WhitTier Trust Company
Nevada
$110K -$1.28K -30 -1%
LIA
281
LS Investment Advisors
Michigan
$108K +$1.52K +36 +1%
WAM
282
Wealthspire Advisors (Maryland)
Maryland
$102K +$13K +308 +15%
LWM
283
Lenox Wealth Management
Ohio
$95K +$95K +2,228 New
MCA
284
Mercer Capital Advisers
New Jersey
$82K +$1.1K +26 +1%
JWA
285
JFS Wealth Advisors
Pennsylvania
$78K -$1.31K -31 -2%
AAP
286
Arax Advisory Partners
Colorado
$74K -$5.21K -123 -7%
IDBONY
287
Israel Discount Bank of New York
New York
$64K +$12.2K +287 +24%
RWA
288
Ropes Wealth Advisors
Massachusetts
$63K -$717 -17 -1%
BlackRock
289
BlackRock
New York
$63K +$1.14K +27 +2%
IP
290
Intellectus Partners
California
$62K -$727 -17 -1%
BTIS
291
BB&T Investment Services
North Carolina
$59K +$3.36K +80 +6%
KF
292
Krilogy Financial
Missouri
$59K +$21.6K +514 +58%
SIC
293
Salem Investment Counselors
North Carolina
$57K -$636 -15 -1%
WA
294
Winfield Associates
Ohio
$56K +$552 +13 +1%
Bessemer Group
295
Bessemer Group
New Jersey
$54K -$138K -3,270 -72%
JFGIW
296
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K -$9.12K -215 -15%
GWM
297
Geneos Wealth Management
Colorado
$51K +$85 +2 +0.2%
PMFA
298
Plante Moran Financial Advisors
Michigan
$48K +$23.7K +565 +98%
CFG
299
Citizens Financial Group
Rhode Island
$46K -$547 -13 -1%
OC
300
Oakworth Capital
Alabama
$46K -$512 -12 -1%
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12
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