425 hedge funds and large institutions have $4.11B invested in HSBC in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 105 increasing their positions, 244 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
9.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
70
Increased
105
Reduced
244
Closed
54
Calls
$101M
Puts
$208M
Net Calls
-$107M
Net Calls Change
-$68.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
326
Destination Wealth Management
California
$39K -$481 -12 -1%
EDRH
327
Edmond de Rothschild Holding
Switzerland
$37K -$433 -11 -1%
LWA
328
Lenox Wealth Advisors
New York
$36K -$434 -11 -1%
FHA
329
First Horizon Advisors
Tennessee
$36K -$435 -11 -1%
HDIM
330
Hanson & Doremus Investment Management
Vermont
$33K -$393 -10 -1%
SBL
331
Sargent Bickham Lagudis
Colorado
$33K -$392 -10 -1%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$31K +$10.6K +268 +52%
LNB
333
Ledyard National Bank
$31K +$31K +770 New
FHA
334
Flagship Harbor Advisors
Massachusetts
$30K -$13.8K -347 -31%
BCA
335
Berman Capital Advisors
Georgia
$29K +$29K +754 New
H
336
Hexavest
Quebec, Canada
$27K -$312 -8 -1%
PWMG
337
Prestige Wealth Management Group
New Jersey
$27K +$27K +673 New
CG
338
Cutler Group
California
$26K -$207K -5,256 -89%
AIP
339
Ameritas Investment Partners
Nebraska
$26K -$310 -8 -1%
CCM
340
Covington Capital Management
California
$25K -$50.9K -1,267 -67%
FC
341
Ferris Capital
Massachusetts
$25K -$322 -8 -1%
SIAS
342
Shine Investment Advisory Services
Colorado
$25K -$277 -7 -1%
ATC
343
Adirondack Trust Company
New York
$25K -$278 -7 -1%
ADL
344
Asset Dedication LLC
California
$24K -$274 -7 -1%
TI
345
Truehand Inc
New Hampshire
$23K +$23K +587 New
LJHT
346
Laurie J. Hall Trustee
$22K -$288 -7 -1%
AF
347
Advisornet Financial
Minnesota
$22K -$278 -7 -1%
FPFS
348
First Personal Financial Services
North Carolina
$22K +$117 +3 +0.5%
SC
349
Sawyer & Company
Massachusetts
$21K -$243 -6 -1%
QCIG
350
Quad-Cities Investment Group
Iowa
$21K -$243 -6 -1%