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HSBC
HSBC

Overview Fund Activity

386 hedge funds and large institutions have $4.48B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+23
Holders Change %
+6.34%
% of All Funds
9.64%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$35.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$14.4M
4
CS
Credit Suisse
Switzerland
+$13.9M
5
PPA
Parametric Portfolio Associates
Washington
+$13M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$44.5M
2
Morgan Stanley
Morgan Stanley
New York
-$21.2M
3
MS
Maven Securities
Jersey
-$19.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.1M
5
QIM
Quantitative Investment Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
301
Arax Advisory Partners
Colorado
$73K -$5.87K -130 -7%
IDBONY
302
Israel Discount Bank of New York
New York
$67K -$1.27K -28 -2%
RWA
303
Ropes Wealth Advisors
Massachusetts
$67K – – –
KF
304
Krilogy Financial
Missouri
$63K – – –
BTIS
305
BB&T Investment Services
North Carolina
$62K +$1.34K +31 +2%
SIC
306
Salem Investment Counselors
North Carolina
$60K – – –
WA
307
Winfield Associates
Ohio
$60K – – –
RFWA
308
RPg Family Wealth Advisory
Massachusetts
$58.4K +$10.2K +227 +21%
BlackRock
309
BlackRock
New York
$57K -$9.81K -219 -15%
GWM
310
Geneos Wealth Management
Colorado
$54K +$488 +11 +0.9%
IWM
311
IHT Wealth Management
Illinois
$53K +$35.1K +768 +195%
PMFA
312
Plante Moran Financial Advisors
Michigan
$52K – – –
CFG
313
Citizens Financial Group
Rhode Island
$49K – – –
OC
314
Oakworth Capital
Alabama
$48K – – –
CFN
315
Cordasco Financial Network
Florida
$47K – – –
EDRH
316
Edmond de Rothschild Holding
Switzerland
$45K – – –
FHA
317
First Horizon Advisors
Tennessee
$43K – – –
GRP
318
Global Retirement Partners
California
$43K +$43K +960 New
HDIM
319
Hanson & Doremus Investment Management
Vermont
$40K – – –
SBL
320
Sargent Bickham Lagudis
Colorado
$40K – – –
BONST
321
Bank of Nova Scotia Trust
Ontario, Canada
$38K +$38K +834 New
ST
322
Smithfield Trust
Pennsylvania
$34K – – –
H
323
Hexavest
Quebec, Canada
$33K – – –
WA
324
WealthTrust-Arizona
Arizona
$33K – – –
SIAS
325
Shine Investment Advisory Services
Colorado
$33K +$2.73K +60 +9%
11 12
13
14 15