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HSBC
HSBC

Overview Fund Activity

339 hedge funds and large institutions have $1.95B invested in HSBC in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-66
Holders Change %
-16.3%
% of All Funds
7.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
54
Increased
99
Reduced
129
Closed
112
Calls
$171M
Puts
$373M
Net Calls
-$202M
Net Calls Change
-$56.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$86.8M
2
CS
Credit Suisse
Switzerland
+$59.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$42.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$27.2M
5
Norges Bank
Norges Bank
Norway
+$22.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$433M
2
HL
Harding Loevner
New Jersey
-$133M
3
SCCM
Schafer Cullen Capital Management
New York
-$89M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$32.9M
5
CC
Carlson Capital
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
301
Ameritas Investment Company
Nebraska
$4K +$4K +144 New
ADL
302
Asset Dedication LLC
California
$3K -$5.43K -181 -64%
VNA
303
Valley National Advisers
Pennsylvania
$3K -$5.16K -172 -63%
SCA
304
Stonebridge Capital Advisors
Minnesota
$3K -$3.64K -126 -55%
TFS
305
TrustCore Financial Services
Tennessee
$3K – – –
CFB
306
Cullen/Frost Bankers
Texas
$3K – – –
RCA
307
Ranch Capital Advisors
Florida
$3K – – –
FCM
308
Firestone Capital Management
Florida
$3K – – –
WB
309
West Bancorporation
Iowa
$3K – – –
FCFS
310
First Command Financial Services
Texas
$3K +$3K +98 New
FCB
311
First Command Bank
Texas
$3K +$3K +98 New
GSWM
312
Golden State Wealth Management
California
$3K +$3K +104 New
EW
313
Evoke Wealth
California
$2.87K -$48.1K -1,593 -94%
SWA
314
Sutton Wealth Advisors
Florida
$2.27K – – –
CFA
315
Carroll Financial Associates
North Carolina
$2K -$10.8K -432 -84%
VFA
316
Valeo Financial Advisors
Indiana
$2K -$4.33K -156 -68%
EWM
317
EPG Wealth Management
Georgia
$2K – – –
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
GWS
319
Glassman Wealth Services
Virginia
$2K +$960 +36 +92%
JPLA
320
Joseph P. Lucia & Associates
New York
$2K +$2K +55 New
EWM
321
Endurance Wealth Management
Rhode Island
$2K +$2K +64 New
CS
322
Candriam SCA
Luxembourg
$2K +$2K +68 New
TIM
323
Tortoise Investment Management
New York
$2K +$2K +79 New
AA
324
Advisory Alpha
Michigan
$1.23K – – –
TL
325
TrueWealth LLC
Georgia
$1K -$3.3K -99 -77%
11 12
13
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