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HSBC
HSBC

Overview Fund Activity

348 hedge funds and large institutions have $3.74B invested in HSBC in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+45
Holders Change %
+14.85%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
74
Increased
127
Reduced
87
Closed
23
Calls
$126M
Puts
$258M
Net Calls
-$132M
Net Calls Change
-$28.9M

Top Buyers

1
HL
Harding Loevner
New Jersey
$74.9M
2
CI
Cambiar Investors
Colorado
$261M
3
Northern Trust
Northern Trust
Illinois
$157M
4
MICM
Matthews International Capital Management
California
$112M
5
Bank of America
Bank of America
North Carolina
$154M

Top Sellers

1
NMC
Nine Masts Capital
Hong Kong
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.33M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$8.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.66M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
301
Nisa Investment Advisors
Missouri
$25K – – –
AIP
302
Ameritas Investment Partners
Nebraska
$25K – – –
HCM
303
Horrell Capital Management
Arkansas
$25K +$25K +693 New
ATC
304
Adirondack Trust Company
New York
$24K – – –
AIM
305
Acrospire Investment Management
Illinois
$23K -$3.56K -100 -13%
TDC
306
Thompson Davis & Co
Virginia
$21K – – –
LJHT
307
Laurie J. Hall Trustee
$21K +$21K +559 New
TCM
308
Tradewinds Capital Management
Washington
$20K -$31.9K -902 -61%
PFS
309
Physicians Financial Services
North Carolina
$20K – – –
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$20K +526 New
WC
311
Whitnell & Co
Illinois
$18K – – –
CFA
312
Carroll Financial Associates
North Carolina
$18K +$8.07K +231 +81%
CAW
313
Cornerstone Advisors (Washington)
Washington
$17K +$9.28K +249 +120%
IWC
314
Integrated Wealth Counsel
California
$15K – – –
FPB
315
First PREMIER Bank
South Dakota
$14K +$146 +4 +1%
SFS
316
Sowell Financial Services
Arkansas
$13K +$13K +325 New
M
317
MOTCO
Texas
$12K -$5.46K -151 -31%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
DSC
319
Duncker Streett & Co
Missouri
$12K – – –
AA
320
AlphaMark Advisors
Kentucky
$12K +$12K +332 New
QAM
321
QCI Asset Management
New York
$10K -$2.74K -74 -22%
FPFS
322
First Personal Financial Services
North Carolina
$10K – – –
FM
323
Forward Management
California
$10K – – –
BC
324
Bartlett & Co
Ohio
$10K – – –
Schroder Investment Management Group
325
Schroder Investment Management Group
United Kingdom
$9K – – –
11 12
13
14 15