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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 %
RFWA
301
RPg Family Wealth Advisory
Massachusetts
$45.2K -$9.92K -234 -18%
CFN
302
Cordasco Financial Network
Florida
$44K -$505 -12 -1%
FHA
303
First Horizon Advisors
Tennessee
$43K -$493 -11 -1%
EDRH
304
Edmond de Rothschild Holding
Switzerland
$42K -$465 -11 -1%
PFO
305
Pathstone Family Office
New Jersey
$40K +$40K +941 New
HDIM
306
Hanson & Doremus Investment Management
Vermont
$38K -$472 -11 -1%
SBL
307
Sargent Bickham Lagudis
Colorado
$38K -$427 -10 -1%
WEC
308
Winslow Evans & Crocker
Massachusetts
$33.1K -$5.85K -138 -15%
ST
309
Smithfield Trust
Pennsylvania
$32K -$382 -9 -1%
FC
310
Ferris Capital
Massachusetts
$32K +$32K +766 New
WA
311
WealthTrust-Arizona
Arizona
$31K -$380 -9 -1%
H
312
Hexavest
Quebec, Canada
$31K -$339 -8 -1%
AIP
313
Ameritas Investment Partners
Nebraska
$30K -$339 -8 -1%
HCM
314
Horrell Capital Management
Arkansas
$30K +$427 +10 +1%
ZB
315
Zions Bancorporation
Utah
$29K -$12.5K -298 -30%
DBT
316
Dubuque Bank & Trust
Iowa
$29K +$29K +685 New
ATC
317
Adirondack Trust Company
New York
$28K -$337 -8 -1%
SIAS
318
Shine Investment Advisory Services
Colorado
$28K +$28K +665 New
SQA
319
Simon Quick Advisors
New Jersey
$27K -$302 -7 -1%
TDC
320
Thompson Davis & Co
Virginia
$24K -$256 -6 -1%
LJHT
321
Laurie J. Hall Trustee
$23.4K -$254 -6 -1%
NA
322
NewEdge Advisors
Louisiana
$23.1K +$23.1K +530 New
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$265 -6 -1%
CFA
324
Carroll Financial Associates
North Carolina
$21K -$164 -4 -0.8%
TCOV
325
Trust Company of Vermont
Vermont
$21K +$4.21K +99 +25%
11 12
13
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