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HSBC
HSBC

Overview Fund Activity

363 hedge funds and large institutions have $4.2B invested in HSBC in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 108 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+13
Holders Change %
+3.71%
% of All Funds
9.06%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
49
Increased
108
Reduced
199
Closed
33
Calls
$88.8M
Puts
$267M
Net Calls
-$178M
Net Calls Change
+$58.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$17M
3
QIM
Quantitative Investment Management
Virginia
+$13.4M
4
CAI
Capital Advisors Inc
Oklahoma
+$13.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$11.7M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$95.1M
2
SCM
Segantii Capital Management
Hong Kong
-$45.6M
3
Bank of America
Bank of America
North Carolina
-$17.2M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$16.9M
5
LP
LMR Partners
United Kingdom
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
326
Cornerstone Advisors (Washington)
Washington
$20K +$719 +17 +4%
QAM
327
QCI Asset Management
New York
$17K +$5.75K +133 +51%
Nisa Investment Advisors
328
Nisa Investment Advisors
Missouri
$16K -$9.39K -250 -37%
FPB
329
First PREMIER Bank
South Dakota
$16K -$169 -4 -1%
AC
330
Alexandria Capital
Virginia
$15K -$23.3K -552 -61%
CFD
331
Creative Financial Designs
Indiana
$15K -$1.97K -47 -12%
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$14K -$167 -4 -1%
AA
333
AlphaMark Advisors
Kentucky
$14K -$171 -4 -1%
DSC
334
Duncker Streett & Co
Missouri
$14K -$172 -4 -1%
PRS
335
Pinkerton Retirement Specialists
Idaho
$13K +$13K +303 New
LF
336
Lee Financial
Texas
$13K +$13K +318 New
TCM
337
Tradewinds Capital Management
Washington
$12K -$12.6K -289 -51%
FM
338
Forward Management
California
$12K -$129 -3 -1%
BC
339
Bartlett & Co
Ohio
$12K -$129 -3 -1%
WA
340
WFG Advisors
Texas
$9K -$702K -16,619 -99%
NCM
341
Nelson Capital Management
California
$9K -$82 -2 -0.9%
PFP
342
Pinnacle Financial Partners
Tennessee
$9K +$9K +210 New
CFA
343
Camarda Financial Advisors
Florida
$9K +$9K +213 New
WTB
344
Washington Trust Bank
Washington
$8K -$127 -3 -2%
NFG
345
Next Financial Group
Texas
$6K -$482 -11 -7%
VNA
346
Valley National Advisers
Pennsylvania
$5K -$92 -2 -2%
EWM
347
Edge Wealth Management
New York
$5K -$43 -1 -0.9%
DAM
348
Delta Asset Management
Tennessee
$4K -$47 -1 -1%
KTC
349
Kistler-Tiffany Companies
Pennsylvania
$4K -$40 -1 -1%
HMS
350
Hanseatic Management Services
New Mexico
$4K -$40 -1 -1%
12 13
14
15 16