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HSBC
HSBC

Overview Fund Activity

429 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 102 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+43
Holders Change %
+11.14%
% of All Funds
9.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
102
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$328M
2
MHI
Miller Howard Investments
New York
+$74M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$21.3M
4
CS
Credit Suisse
Switzerland
+$17.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16M

Top Sellers

1
MICM
Matthews International Capital Management
California
-$37.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$31.1M
3
LP
LMR Partners
United Kingdom
-$28.4M
4
MS
Maven Securities
Jersey
-$20.4M
5
Deutsche Bank
Deutsche Bank
Germany
-$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNAA
301
Pictet North America Advisors
Switzerland
$195K – – –
Toronto Dominion Bank
302
Toronto Dominion Bank
Ontario, Canada
$193K +$13.1K +277 +7%
EFSCE
303
Enterprise Financial Services Corp (EFSC)
Missouri
$182K +$1.37K +29 +0.8%
FIB
304
First Interstate Bank
Montana
$180K – – –
BNP Paribas Financial Markets
305
BNP Paribas Financial Markets
France
$173K -$288K -6,110 -63%
SPIA
306
Steward Partners Investment Advisory
New York
$157K +$16.6K +352 +12%
LSV Asset Management
307
LSV Asset Management
Illinois
$154K – – –
ZB
308
Zions Bancorporation
Utah
$153K -$2.07K -44 -1%
CCM
309
Covington Capital Management
California
$147K +$15.5K +328 +12%
Bessemer Group
310
Bessemer Group
New Jersey
$147K +$55.3K +1,171 +60%
PGA
311
Premia Global Advisors
Florida
$139K +$139K +2,949 New
APA
312
American Portfolios Advisors
New York
$135K +$135K +2,859 New
WAM
313
Wealthspire Advisors (Maryland)
Maryland
$132K +$8.98K +190 +7%
AWM
314
Aevitas Wealth Management
Massachusetts
$132K +$132K +2,802 New
WTC
315
WhitTier Trust Company
Nevada
$128K – – –
LWM
316
Lenox Wealth Management
Ohio
$128K +$7.48K +158 +6%
LIA
317
LS Investment Advisors
Michigan
$125K +$1.28K +27 +1%
CC
318
Claybrook Capital
Massachusetts
$117K +$117K +2,484 New
LFA
319
Legacy Financial Advisors
Kentucky
$113K +$113K +2,398 New
PMFA
320
Plante Moran Financial Advisors
Michigan
$103K +$48.8K +1,028 +90%
BBA
321
Braun-Bostich & Associates
Pennsylvania
$100K +$100K +2,110 New
MCA
322
Mercer Capital Advisers
New Jersey
$94K +$894 +19 +1%
SWM
323
SeaCrest Wealth Management
New York
$92K +$92K +1,943 New
BTIS
324
BB&T Investment Services
North Carolina
$78K +$12.2K +266 +19%
AAP
325
Arax Advisory Partners
Colorado
$76K +$467 +10 +0.6%
11 12
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