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HSBC
HSBC

Overview Fund Activity

424 hedge funds and large institutions have $4.93B invested in HSBC in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 255 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-9
Holders Change %
-2.08%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
123
Reduced
255
Closed
45
Calls
$56.9M
Puts
$99.9M
Net Calls
-$43M
Net Calls Change
+$123M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$18.8M
2
PPA
Parametric Portfolio Associates
Washington
+$14.2M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$9.71M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$6.75M
5
Northern Trust
Northern Trust
Illinois
+$6.65M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$19.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$18M
4
CI
Cambiar Investors
Colorado
-$13.1M
5
PG
PEAK6 Group
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
301
Claybrook Capital
Massachusetts
$107K -$1.11K -25 -1%
SWM
302
SeaCrest Wealth Management
New York
$105K +$14.8K +335 +16%
IFAM
303
Institutional & Family Asset Management
Colorado
$102K -$4.52K -102 -4%
SSB
304
Sandy Spring Bank
Maryland
$101K -$61.8K -1,393 -38%
BCP
305
Blackhawk Capital Partners
Wisconsin
$99K +$8.01K +181 +9%
WTC
306
WhitTier Trust Company
Nevada
$97K -$11.9K -269 -11%
BBA
307
Braun-Bostich & Associates
Pennsylvania
$91K -$934 -21 -1%
MCA
308
Mercer Capital Advisers
New Jersey
$88K +$934 +21 +1%
AC
309
Avestar Capital
New York
$84K +$5.01K +138 +6%
LWA
310
Lenox Wealth Advisors
New York
$79K -$37.6K -845 -32%
CF
311
Centaurus Financial
California
$78K +$78K +1,750 New
RWA
312
Ropes Wealth Advisors
Massachusetts
$68K -$706 -16 -1%
MYIA
313
Mount Yale Investment Advisors
Colorado
$64K +$17.3K +391 +37%
ECM
314
Exchange Capital Management
Michigan
$64K +$64K +1,431 New
IDBONY
315
Israel Discount Bank of New York
New York
$62K -$661 -15 -1%
SIC
316
Salem Investment Counselors
North Carolina
$58K -$623 -14 -1%
BlackRock
317
BlackRock
New York
$56K -$2.62K -59 -4%
GRP
318
Global Retirement Partners
California
$52K -$4.56K -103 -8%
CFG
319
Citizens Financial Group
Rhode Island
$52K -$536 -12 -1%
FHA
320
Flagship Harbor Advisors
Massachusetts
$50K +$50K +1,132 New
KJWM
321
Kiley Juergens Wealth Management
Washington
$47K +$47K +1,074 New
OC
322
Oakworth Capital
Alabama
$46K -$439 -10 -0.9%
DWM
323
Destination Wealth Management
California
$45K -$532 -12 -1%
CFN
324
Cordasco Financial Network
Florida
$45K -$443 -10 -1%
FPFS
325
First Personal Financial Services
North Carolina
$45K -$443 -10 -1%
11 12
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