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HSBC
HSBC

Overview Fund Activity

413 hedge funds and large institutions have $4.49B invested in HSBC in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 263 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.46%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
47
Increased
97
Reduced
263
Closed
54
Calls
$85M
Puts
$123M
Net Calls
-$38.4M
Net Calls Change
+$4.55M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$12.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.82M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.08M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$5.48M
5
Northern Trust
Northern Trust
Illinois
+$5.43M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$34.3M
2
MICM
Matthews International Capital Management
California
-$23.9M
3
Goldman Sachs
Goldman Sachs
New York
-$14.3M
4
MSR
Main Street Research
Connecticut
-$11.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
301
Balentine LLC
Georgia
$79K +$79K +1,886 New
Legal & General Group
302
Legal & General Group
United Kingdom
$71K +$71K +1,685 New
SF
303
Synovus Financial
Georgia
$63K +$24.5K +587 +64%
CFGS
304
Concourse Financial Group Securities
Alabama
$61K +$61K +1,444 New
RWA
305
Ropes Wealth Advisors
Massachusetts
$60K -$4.53K -108 -7%
ECM
306
Exchange Capital Management
Michigan
$59K -$667 -16 -1%
BlackRock
307
BlackRock
New York
$57K +$3.88K +92 +7%
IDBONY
308
Israel Discount Bank of New York
New York
$56K -$2.85K -68 -5%
GRP
309
Global Retirement Partners
California
$53K +$3.85K +92 +8%
KJWM
310
Kiley Juergens Wealth Management
Washington
$53K +$8.25K +198 +18%
CFG
311
Citizens Financial Group
Rhode Island
$48K -$500 -12 -1%
FHA
312
Flagship Harbor Advisors
Massachusetts
$46K -$1.17K -28 -2%
AAP
313
Arax Advisory Partners
Colorado
$45K -$71.2K -1,712 -61%
AA
314
Ancora Advisors
Ohio
$44K +$44K +1,050 New
OC
315
Oakworth Capital
Alabama
$43K -$499 -12 -1%
DWM
316
Destination Wealth Management
California
$41K -$1.25K -30 -3%
EDRH
317
Edmond de Rothschild Holding
Switzerland
$40K -$462 -11 -1%
MWPCG
318
Measured Wealth Private Client Group
New Hampshire
$40K +$40K +966 New
LWA
319
Lenox Wealth Advisors
New York
$39K -$36K -853 -48%
CAW
320
Cornerstone Advisors (Washington)
Washington
$39K +$1.86K +44 +5%
FHA
321
First Horizon Advisors
Tennessee
$38K -$413 -10 -1%
HDIM
322
Hanson & Doremus Investment Management
Vermont
$36K -$424 -10 -1%
SBL
323
Sargent Bickham Lagudis
Colorado
$36K -$423 -10 -1%
WSTAM
324
Wilbanks Smith & Thomas Asset Management
Virginia
$35K +$35K +830 New
BWA
325
BDO Wealth Advisors
Florida
$34K +$17.6K +417 +107%
11 12
13
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