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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 %
NGA
276
Naples Global Advisors
Florida
$202K -$2.05K -46 -1%
Toronto Dominion Bank
277
Toronto Dominion Bank
Ontario, Canada
$194K -$1.69K -38 -0.9%
IWP
278
Icon Wealth Partners
Texas
$190K -$37.6K -849 -17%
EFSCE
279
Enterprise Financial Services Corp (EFSC)
Missouri
$183K -$133 -3 -0.1%
HNB
280
Huntington National Bank
Ohio
$178K -$7.91K -178 -4%
BPC
281
Banque Pictet & Cie
Switzerland
$176K -$1.77K -201 -1%
PNAA
282
Pictet North America Advisors
Switzerland
$176K -$1.77K -201 -1%
OIA
283
OneDigital Investment Advisors
Kansas
$174K -$4.58K -103 -3%
JCM
284
Jacobi Capital Management
Pennsylvania
$170K +$43.8K +988 +35%
Manulife (Manufacturers Life Insurance)
285
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$168K -$91.8K -2,059 -35%
AA
286
Apriem Advisors
California
$156K +$156K +3,518 New
FIB
287
First Interstate Bank
Montana
$152K -$1.51K -34 -1%
APA
288
American Portfolios Advisors
New York
$149K +$5.82K +131 +4%
Bessemer Group
289
Bessemer Group
New Jersey
$148K +$2.66K +60 +2%
OWA
290
One Wealth Advisors
California
$147K -$97.4K -2,200 -40%
PCG
291
Private Capital Group
Connecticut
$147K +$21.3K +478 +17%
UBS AM
292
UBS AM
Illinois
$144K +$108K +2,424 +297%
LSV Asset Management
293
LSV Asset Management
Illinois
$141K -$1.42K -32 -1%
CCM
294
Covington Capital Management
California
$137K +$1.02K +23 +0.8%
LFA
295
Legacy Financial Advisors
Kentucky
$129K +$22.2K +495 +21%
AAP
296
Arax Advisory Partners
Colorado
$124K +$22.5K +508 +22%
AWM
297
Aevitas Wealth Management
Massachusetts
$123K +$1.24K +28 +1%
ASN
298
Advisory Services Network
Georgia
$122K -$306K -6,775 -72%
LIA
299
LS Investment Advisors
Michigan
$116K +$1.2K +27 +1%
WAM
300
Wealthspire Advisors (Maryland)
Maryland
$113K -$1.15K -26 -1%
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