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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
$576M
2
MHI
Miller Howard Investments
New York
$74M
3
Fisher Asset Management
Fisher Asset Management
Washington
$735M
4
CS
Credit Suisse
Switzerland
$38.6M
5
Renaissance Technologies
Renaissance Technologies
New York
$21.8M

Top Sellers

1
MICM
Matthews International Capital Management
California
$99.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$641M
3
LP
LMR Partners
United Kingdom
$0
4
MS
Maven Securities
Jersey
$6.7M
5
Deutsche Bank
Deutsche Bank
Germany
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
376
Valeo Financial Advisors
Indiana
$16K +$920 +20 +6%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$16K +$14.5K +309 +997%
Nisa Investment Advisors
378
Nisa Investment Advisors
Missouri
$15K – – –
AA
379
AlphaMark Advisors
Kentucky
$15K – – –
DSC
380
Duncker Streett & Co
Missouri
$15K – – –
BWM
381
Baystate Wealth Management
Massachusetts
$15K – – –
TL
382
TrueWealth LLC
Georgia
$15K +$15K +322 New
THWM
383
Taylor Hoffman Wealth Management
Virginia
$15K +$15K +328 New
WTB
384
Washington Trust Bank
Washington
$14K -$5.1K -109 -27%
SPI
385
Santori & Peters Inc
Pennsylvania
$14K +$14K +317 New
FM
386
Forward Management
California
$13K – – –
BC
387
Bartlett & Co
Ohio
$13K – – –
QAM
388
QCI Asset Management
New York
$12K – – –
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$12K +$7.21K +155 +150%
PWM
390
Paulson Wealth Management
Illinois
$11K +$11K +233 New
TFS
391
TrustCore Financial Services
Tennessee
$11K +$11K +239 New
POIA
392
Pin Oak Investment Advisors
Texas
$11K +$11K +240 New
AIM
393
Anchor Investment Management
South Carolina
$10.3K +$10.3K +219 New
CFA
394
Camarda Financial Advisors
Florida
$10K – – –
BWA
395
BDO Wealth Advisors
Florida
$10K +$10K +213 New
FMB
396
Field & Main Bank
Kentucky
$10K +$10K +219 New
VCM
397
Versant Capital Management
Arizona
$10K +$10K +230 New
CHP
398
Cable Hill Partners
Oregon
$9K -$9.88K -202 -52%
RFS
399
Rockefeller Financial Services
New York
$9K – – –
WC
400
Whitnell & Co
Illinois
$9K +$9K +188 New
14 15
16
17 18