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HSBC
HSBC

Overview Fund Activity

413 hedge funds and large institutions have $4.49B invested in HSBC in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 263 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.46%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
47
Increased
97
Reduced
263
Closed
54
Calls
$85M
Puts
$123M
Net Calls
-$38.4M
Net Calls Change
+$4.55M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$12.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.82M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.08M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$5.48M
5
Northern Trust
Northern Trust
Illinois
+$5.43M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$34.3M
2
MICM
Matthews International Capital Management
California
-$23.9M
3
Goldman Sachs
Goldman Sachs
New York
-$14.3M
4
MSR
Main Street Research
Connecticut
-$11.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
326
Avantax Planning Partners
Iowa
$33K +$33K +796 New
H
327
Hexavest
Quebec, Canada
$29K -$331 -8 -1%
AIP
328
Ameritas Investment Partners
Nebraska
$28K -$330 -8 -1%
SIAS
329
Shine Investment Advisory Services
Colorado
$27K -$296 -7 -1%
ATC
330
Adirondack Trust Company
New York
$27K -$297 -7 -1%
WA
331
WealthTrust-Arizona
Arizona
$27K +$1.9K +45 +8%
KF
332
Krilogy Financial
Missouri
$27K +$27K +633 New
FC
333
Ferris Capital
Massachusetts
$26K -$289 -7 -1%
ADL
334
Asset Dedication LLC
California
$26K -$209 -5 -0.8%
CAG
335
Csenge Advisory Group
Florida
$26K +$26K +673 New
FPFS
336
First Personal Financial Services
North Carolina
$23K -$18.6K -454 -45%
AF
337
Advisornet Financial
Minnesota
$23K -$5.37K -131 -19%
LJHT
338
Laurie J. Hall Trustee
$23K -$255 -6 -1%
SSB
339
Sandy Spring Bank
Maryland
$22K -$73.8K -1,755 -77%
QCIG
340
Quad-Cities Investment Group
Iowa
$22K -$251 -6 -1%
SC
341
Sawyer & Company
Massachusetts
$22K -$251 -6 -1%
WTB
342
Washington Trust Bank
Washington
$22K -$212 -5 -1%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$22K +$1.15K +27 +6%
CFA
344
Carroll Financial Associates
North Carolina
$20K +$561 +14 +3%
SIM
345
Sonora Investment Management
Arizona
$20K +$20K +472 New
CFN
346
Cordasco Financial Network
Florida
$19K -$23.7K -563 -55%
TC
347
Truvestments Capital
Florida
$18K +$18K +426 New
BFC
348
Bedel Financial Consulting
Indiana
$16K -$190 -5 -1%
RWA
349
River Wealth Advisors
Pennsylvania
$16K -$168 -4 -1%
FPB
350
First PREMIER Bank
South Dakota
$16K -$173 -4 -1%
12 13
14
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