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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 %
VFA
351
Valeo Financial Advisors
Indiana
$16K +$1.67K +42 +12%
Nisa Investment Advisors
352
Nisa Investment Advisors
Missouri
$15K -$161 -4 -1%
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$163 -4 -1%
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$14K -$174 -4 -1%
DSC
355
Duncker Streett & Co
Missouri
$13K -$125 -3 -1%
THWM
356
Taylor Hoffman Wealth Management
Virginia
$13K -$124 -3 -0.9%
RFWA
357
RPg Family Wealth Advisory
Massachusetts
$12.3K +$12.3K +293 New
MCM
358
Manchester Capital Management
Vermont
$12K -$124 -3 -1%
BWM
359
Baystate Wealth Management
Massachusetts
$12K -$41 -1 -0.3%
SCM
360
Southport Capital Management
Tennessee
$12K +$12K +283 New
BCWM
361
Bartlett & Co Wealth Management
Ohio
$11.2K -$126 -3 -1%
BC
362
Bartlett & Co
Ohio
$11K -$124 -3 -1%
MCM
363
Monument Capital Management
Virginia
$11K +$11K +262 New
TFS
364
TrustCore Financial Services
Tennessee
$10K -$4.85K -111 -33%
AF
365
Allworth Financial
California
$10K -$126 -3 -1%
POIA
366
Pin Oak Investment Advisors
Texas
$10K -$87 -2 -0.9%
QAM
367
QCI Asset Management
New York
$10K -$81 -2 -0.8%
ONST
368
Old North State Trust
North Carolina
$10K +$10K +244 New
TL
369
TrueWealth LLC
Georgia
$9K -$126 -3 -1%
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$9K -$80 -2 -0.9%
NWM
371
Northwest Wealth Management
Iowa
$9K -$85 -2 -0.9%
CFA
372
Camarda Financial Advisors
Florida
$9K -$88 -2 -1%
CTC
373
Central Trust Company
Missouri
$9K -$81 -2 -0.9%
NCM
374
Nelson Capital Management
California
$9K -$86 -2 -0.9%
FMB
375
Field & Main Bank
Kentucky
$9K -$86 -2 -0.9%
13 14
15
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