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HSBC
HSBC

Overview Fund Activity

386 hedge funds and large institutions have $4.48B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+23
Holders Change %
+6.34%
% of All Funds
9.64%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$35.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$14.4M
4
CS
Credit Suisse
Switzerland
+$13.9M
5
PPA
Parametric Portfolio Associates
Washington
+$13M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$44.5M
2
Morgan Stanley
Morgan Stanley
New York
-$21.2M
3
MS
Maven Securities
Jersey
-$19.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.1M
5
QIM
Quantitative Investment Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
351
Forward Management
California
$13K – – –
BC
352
Bartlett & Co
Ohio
$13K – – –
QAM
353
QCI Asset Management
New York
$12K -$6.35K -136 -35%
TCM
354
Tradewinds Capital Management
Washington
$12K – – –
Thrivent Financial for Lutherans
355
Thrivent Financial for Lutherans
Minnesota
$12K +$12K +275 New
TCOV
356
Trust Company of Vermont
Vermont
$10K -$13.3K -282 -57%
CFA
357
Camarda Financial Advisors
Florida
$10K – – –
NCM
358
Nelson Capital Management
California
$10K – – –
NIC
359
Northwest Investment Counselors
Oregon
$9K +$9K +192 New
RFS
360
Rockefeller Financial Services
New York
$9K +$9K +197 New
HCA
361
Horan Capital Advisors
Ohio
$9K +$9K +209 New
KTC
362
Kistler-Tiffany Companies
Pennsylvania
$8K +$3.36K +73 +72%
UBS AM
363
UBS AM
Illinois
$6.52K -$116K -2,567 -95%
CFD
364
Creative Financial Designs
Indiana
$6K -$9.23K -217 -61%
VNA
365
Valley National Advisers
Pennsylvania
$5K – – –
EWM
366
Edge Wealth Management
New York
$5K – – –
HMS
367
Hanseatic Management Services
New Mexico
$5K – – –
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +103 New
AIS
369
Accurate Investment Solutions
Pennsylvania
$5K +$5K +109 New
SWA
370
Sutton Wealth Advisors
Florida
$4K – – –
DAM
371
Delta Asset Management
Tennessee
$4K – – –
LA
372
Legacy Advisors
Pennsylvania
$4K +$4K +98 New
GBT
373
Grove Bank & Trust
Florida
$3K – – –
CHC
374
City Holding Co
West Virginia
$3K +$3K +60 New
PWM
375
Perigon Wealth Management
California
$3K +$3K +74 New
13 14
15
16 17