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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 %
AF
351
Advisornet Financial
Minnesota
$36K +$36K +765 New
RPC
352
Rossmore Private Capital
Connecticut
$35.1K +$35.1K +743 New
WA
353
WealthTrust-Arizona
Arizona
$35K – – –
LWA
354
Lenox Wealth Advisors
New York
$35K +$35K +744 New
UBS AM
355
UBS AM
Illinois
$34.6K +$27.8K +589 +409%
H
356
Hexavest
Quebec, Canada
$34K – – –
JFGIW
357
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
HCM
358
Horrell Capital Management
Arkansas
$34K +$282 +6 +0.8%
CMO
359
Covenant Multifamily Offices
Texas
$32K +$32K +670 New
SIAS
360
Shine Investment Advisory Services
Colorado
$31K -$2.8K -60 -8%
ATC
361
Adirondack Trust Company
New York
$31K – – –
FNB
362
Farmers National Bank
Kentucky
$31K +$31K +667 New
KJWM
363
Kiley Juergens Wealth Management
Washington
$31K +$31K +670 New
CFA
364
Carroll Financial Associates
North Carolina
$28K +$46 +1 +0.2%
CAW
365
Cornerstone Advisors (Washington)
Washington
$26K – – –
LJHT
366
Laurie J. Hall Trustee
$26K – – –
GFP
367
Gryphon Financial Partners
Ohio
$25K +$25K +524 New
LWA
368
Lowe Wealth Advisors
Maryland
$21K -$259K -5,395 -92%
FPFS
369
First Personal Financial Services
North Carolina
$21K +$21K +451 New
JWA
370
JFS Wealth Advisors
Pennsylvania
$19K +$5.31K +113 +39%
VCM
371
Virtue Capital Management
Tennessee
$19K +$19K +410 New
FPB
372
First PREMIER Bank
South Dakota
$18K – – –
BBHC
373
Brown Brothers Harriman & Co
New York
$18K +$18K +389 New
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$7.83K -164 -32%
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
13 14
15
16 17