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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 %
GFP
351
Gryphon Financial Partners
Ohio
$23K -$272 -6 -1%
SIS
352
Sound Income Strategies
Florida
$23K +$23K +515 New
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$22K -$2.16K -48 -9%
RFA
354
Reilly Financial Advisors
California
$21K -$219 -5 -1%
CFA
355
Carroll Financial Associates
North Carolina
$21K -$130 -3 -0.6%
BFC
356
Bedel Financial Consulting
Indiana
$19K -$179 -4 -0.9%
B
357
Bridgeworth
Alabama
$19K +$19K +443 New
BWA
358
BDO Wealth Advisors
Florida
$17K -$438 -10 -3%
FPB
359
First PREMIER Bank
South Dakota
$17K +$181 +4 +1%
RWA
360
River Wealth Advisors
Pennsylvania
$17K +$17K +386 New
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K -$17.9K -416 -53%
VFA
362
Valeo Financial Advisors
Indiana
$16K +$89 +2 +0.6%
Nisa Investment Advisors
363
Nisa Investment Advisors
Missouri
$15K – – –
TFS
364
TrustCore Financial Services
Tennessee
$15K +$4.68K +106 +45%
THWM
365
Taylor Hoffman Wealth Management
Virginia
$14K -$176 -4 -1%
AA
366
AlphaMark Advisors
Kentucky
$14K -$176 -4 -1%
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$14K -$129 -3 -0.9%
DSC
368
Duncker Streett & Co
Missouri
$14K -$133 -3 -0.9%
BWM
369
Baystate Wealth Management
Massachusetts
$13K – – –
MCM
370
Manchester Capital Management
Vermont
$13K +$13K +294 New
BCWM
371
Bartlett & Co Wealth Management
Ohio
$12.1K -$90 -2 -0.7%
BC
372
Bartlett & Co
Ohio
$12K -$89 -2 -0.7%
FM
373
Forward Management
California
$12K -$89 -2 -0.7%
QAM
374
QCI Asset Management
New York
$11K -$133 -3 -1%
PCM
375
Princeton Capital Management
New Jersey
$11K -$133 -3 -1%
13 14
15
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