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HSBC
HSBC

Overview Fund Activity

424 hedge funds and large institutions have $4.93B invested in HSBC in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 255 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-9
Holders Change %
-2.08%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
123
Reduced
255
Closed
45
Calls
$56.9M
Puts
$99.9M
Net Calls
-$43M
Net Calls Change
+$123M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$18.8M
2
PPA
Parametric Portfolio Associates
Washington
+$14.2M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$9.71M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$6.75M
5
Northern Trust
Northern Trust
Illinois
+$6.65M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$19.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$18M
4
CI
Cambiar Investors
Colorado
-$13.1M
5
PG
PEAK6 Group
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
326
Edmond de Rothschild Holding
Switzerland
$43K -$402 -9 -0.9%
FHA
327
First Horizon Advisors
Tennessee
$41K -$396 -9 -1%
SF
328
Synovus Financial
Georgia
$41K -$311 -7 -0.8%
LF
329
Lee Financial
Texas
$41K +$9.23K +208 +29%
CAW
330
Cornerstone Advisors (Washington)
Washington
$39K +$9.74K +220 +33%
MGIA
331
Moneta Group Investment Advisors
Missouri
$38K -$1.11M -24,959 -97%
SBL
332
Sargent Bickham Lagudis
Colorado
$38K -$397 -9 -1%
HDIM
333
Hanson & Doremus Investment Management
Vermont
$38K -$354 -8 -0.9%
LWS
334
Lucia Wealth Services
California
$37K +$22.7K +518 +159%
BCA
335
Bay Colony Advisors
Massachusetts
$35K +$35K +784 New
HCM
336
Horrell Capital Management
Arkansas
$32K +$269 +6 +0.8%
AF
337
Advisornet Financial
Minnesota
$31K -$2.55K -57 -8%
H
338
Hexavest
Quebec, Canada
$31K -$306 -7 -1%
PMFA
339
Plante Moran Financial Advisors
Michigan
$30K -$88.1K -2,015 -75%
AIP
340
Ameritas Investment Partners
Nebraska
$30K -$306 -7 -1%
ATC
341
Adirondack Trust Company
New York
$29K -$315 -7 -1%
SIAS
342
Shine Investment Advisory Services
Colorado
$29K -$315 -7 -1%
FNB
343
Farmers National Bank
Kentucky
$29K -$314 -7 -1%
ADL
344
Asset Dedication LLC
California
$28K -$313 -7 -1%
FC
345
Ferris Capital
Massachusetts
$28K -$264 -6 -0.9%
WA
346
WealthTrust-Arizona
Arizona
$26K -$5.52K -126 -18%
LJHT
347
Laurie J. Hall Trustee
$24K +$263 +6 +1%
SC
348
Sawyer & Company
Massachusetts
$24K +$24K +531 New
QCIG
349
Quad-Cities Investment Group
Iowa
$24K +$24K +531 New
WTB
350
Washington Trust Bank
Washington
$23K -$264 -6 -1%
12 13
14
15 16