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HSBC
HSBC

Overview Fund Activity

348 hedge funds and large institutions have $3.74B invested in HSBC in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+45
Holders Change %
+14.85%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
74
Increased
127
Reduced
87
Closed
23
Calls
$126M
Puts
$258M
Net Calls
-$132M
Net Calls Change
-$28.9M

Top Buyers

1
HL
Harding Loevner
New Jersey
$74.9M
2
CI
Cambiar Investors
Colorado
$261M
3
Northern Trust
Northern Trust
Illinois
$157M
4
MICM
Matthews International Capital Management
California
$112M
5
Bank of America
Bank of America
North Carolina
$154M

Top Sellers

1
NMC
Nine Masts Capital
Hong Kong
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.33M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$8.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.66M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
326
Schroder Investment Management Group
United Kingdom
$9K – – –
HPBT
327
High Point Bank & Trust
North Carolina
$8K – – –
NCM
328
Nelson Capital Management
California
$8K – – –
GI
329
Gradient Investments
Minnesota
$8K +$1.65K +43 +26%
WTB
330
Washington Trust Bank
Washington
$7K – – –
TFO
331
Tarbox Family Office
California
$6K – – –
SPIA
332
Steward Partners Investment Advisory
New York
$6K +$6K +166 New
OFW
333
Omnia Family Wealth
Florida
$5K +$5K +148 New
AF
334
Allworth Financial
California
$4K – – –
VNA
335
Valley National Advisers
Pennsylvania
$4K – – –
EWM
336
Edge Wealth Management
New York
$4K – – –
TCOV
337
Trust Company of Vermont
Vermont
$4K – – –
BWM
338
Baystate Wealth Management
Massachusetts
$4K +$4K +121 New
SWA
339
Sutton Wealth Advisors
Florida
$3.26K +$3.26K +90 New
TFA
340
Transamerica Financial Advisors
Florida
$3K +$3K +77 New
GBT
341
Grove Bank & Trust
Florida
$3K +$3K +77 New
NFG
342
Next Financial Group
Texas
$2K – – –
DAM
343
Delta Asset Management
Tennessee
$2K – – –
BBHC
344
Brown Brothers Harriman & Co
New York
$2K +$2K +58 New
GVT
345
Genesee Valley Trust
New York
$625 -$7 -180 -1%
WOC
346
West Oak Capital
California
$563 – – –
NMC
347
Nine Masts Capital
Hong Kong
– -$17.2M -517,284 Closed
OMC
348
Old Mission Capital
Illinois
– -$5.51M -162,207 Closed
Squarepoint
349
Squarepoint
New York
– -$1.93M -56,920 Closed
CA
350
Commerzbank Aktiengesellschaft
Germany
– -$977K -28,745 Closed
11 12 13
14
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