HSBC icon

HSBC
HSBC

Overview Fund Activity

429 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 102 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+43
Holders Change %
+11.14%
% of All Funds
9.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
102
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$328M
2
MHI
Miller Howard Investments
New York
+$74M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$21.3M
4
CS
Credit Suisse
Switzerland
+$17.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16M

Top Sellers

1
MICM
Matthews International Capital Management
California
-$37.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$31.1M
3
LP
LMR Partners
United Kingdom
-$28.4M
4
MS
Maven Securities
Jersey
-$20.4M
5
Deutsche Bank
Deutsche Bank
Germany
-$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
326
Ropes Wealth Advisors
Massachusetts
$75K +$4.49K +95 +6%
AC
327
Avestar Capital
New York
$72K +$72K +1,841 New
RFWA
328
RPg Family Wealth Advisory
Massachusetts
$71.3K +$10.3K +218 +17%
IDBONY
329
Israel Discount Bank of New York
New York
$68K -$1.27K -27 -2%
GWM
330
Geneos Wealth Management
Colorado
$64K +$7.19K +154 +13%
SIC
331
Salem Investment Counselors
North Carolina
$63K – – –
WA
332
Winfield Associates
Ohio
$63K – – –
BlackRock
333
BlackRock
New York
$60K – – –
FRA
334
Front Row Advisors
California
$57K +$57K +1,199 New
KF
335
Krilogy Financial
Missouri
$56K -$10.4K -219 -16%
IWM
336
IHT Wealth Management
Illinois
$55K +$95 +2 +0.2%
CIM
337
Contravisory Investment Management
Massachusetts
$54K +$30.4K +647 +129%
CFG
338
Citizens Financial Group
Rhode Island
$52K – – –
OC
339
Oakworth Capital
Alabama
$49K – – –
CFN
340
Cordasco Financial Network
Florida
$49K – – –
SP
341
SWS Partners
Ohio
$49K +$49K +1,047 New
FHA
342
First Horizon Advisors
Tennessee
$47K – – –
EDRH
343
Edmond de Rothschild Holding
Switzerland
$47K – – –
GRP
344
Global Retirement Partners
California
$45K – – –
HDIM
345
Hanson & Doremus Investment Management
Vermont
$42K – – –
SBL
346
Sargent Bickham Lagudis
Colorado
$42K – – –
SSB
347
Sandy Spring Bank
Maryland
$38K +$10.4K +221 +38%
CT
348
CPF Texas
Texas
$38K +$38K +810 New
ADL
349
Asset Dedication LLC
California
$38K +$38K +815 New
ST
350
Smithfield Trust
Pennsylvania
$36K – – –
12 13
14
15 16