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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 %
OIA
276
OneDigital Investment Advisors
Kansas
$161K -$3.1K -74 -2%
EFSCE
277
Enterprise Financial Services Corp (EFSC)
Missouri
$158K -$15.3K -364 -9%
PCG
278
Private Capital Group
Connecticut
$149K +$11.1K +265 +8%
FIB
279
First Interstate Bank
Montana
$142K -$1.59K -38 -1%
SWP
280
Stratos Wealth Partners
Ohio
$142K +$142K +3,383 New
OWA
281
One Wealth Advisors
California
$138K -$1.22K -29 -0.9%
UBS AM
282
UBS AM
Illinois
$134K -$1.47K -35 -1%
AWM
283
Aevitas Wealth Management
Massachusetts
$122K +$5.62K +134 +5%
CBT
284
Capital Bank & Trust
California
$115K -$2.27M -54,221 -95%
AC
285
Avestar Capital
New York
$112K +$28.4K +784 +34%
LIA
286
LS Investment Advisors
Michigan
$111K +$1.09K +26 +1%
WAM
287
Wealthspire Advisors (Maryland)
Maryland
$105K -$1.68K -40 -2%
TRCT
288
Tower Research Capital (TRC)
New York
$104K +$104K +2,501 New
CC
289
Claybrook Capital
Massachusetts
$100K -$1.09K -26 -1%
ASN
290
Advisory Services Network
Georgia
$99K -$13K -313 -12%
SWM
291
SeaCrest Wealth Management
New York
$98K -$1.04K -25 -1%
LFA
292
Legacy Financial Advisors
Kentucky
$97K -$23.2K -555 -19%
MYIA
293
Mount Yale Investment Advisors
Colorado
$88K +$30K +749 +52%
APA
294
American Portfolios Advisors
New York
$86.5K -$53.8K -1,285 -38%
JCM
295
Jacobi Capital Management
Pennsylvania
$86K -$75.4K -1,791 -47%
WTC
296
WhitTier Trust Company
Nevada
$86K -$5.69K -136 -6%
IFAM
297
Institutional & Family Asset Management
Colorado
$85K -$11.8K -281 -12%
BBA
298
Braun-Bostich & Associates
Pennsylvania
$85K -$924 -22 -1%
MCA
299
Mercer Capital Advisers
New Jersey
$84K +$882 +21 +1%
CCM
300
Covington Capital Management
California
$79K -$49.7K -1,189 -39%
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