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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 %
AF
376
Allworth Financial
California
$11K +$4.15K +91 +61%
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$10K -$1.1K -25 -10%
POIA
378
Pin Oak Investment Advisors
Texas
$10K -$129 -3 -1%
FMB
379
Field & Main Bank
Kentucky
$10K -$94 -2 -0.9%
TL
380
TrueWealth LLC
Georgia
$10K -$92 -2 -0.9%
CTC
381
Central Trust Company
Missouri
$10K +$8.49K +191 +562%
AIM
382
Anchor Investment Management
South Carolina
$9.43K -$89 -2 -0.9%
NCM
383
Nelson Capital Management
California
$9K -$85 -2 -0.9%
CFA
384
Camarda Financial Advisors
Florida
$9K -$87 -2 -1%
NWM
385
Northwest Wealth Management
Iowa
$9K -$85 -2 -0.9%
TCOV
386
Trust Company of Vermont
Vermont
$9K +$4.33K +99 +93%
EA
387
Edge Advisors
Georgia
$9K +$9K +212 New
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$8K -$13.9K -333 -64%
CHP
389
Cable Hill Partners
Oregon
$8K -$90 -2 -1%
WC
390
Whitnell & Co
Illinois
$8K -$44 -1 -0.5%
ACA
391
Atlas Capital Advisors
Wyoming
$7.01K +$7.01K +158 New
JWA
392
JFS Wealth Advisors
Pennsylvania
$7K -$4.7K -112 -40%
SMFS
393
Squar Milner Financial Services
California
$7K +$7K +149 New
MC
394
Martin Currie
United Kingdom
$6K -$93 -2 -2%
IAS
395
IMA Advisory Services
Colorado
$6K +$6K +128 New
EWM
396
Edge Wealth Management
New York
$5K -$90 -2 -2%
AIS
397
Accurate Investment Solutions
Pennsylvania
$5K -$47 -1 -0.9%
VNA
398
Valley National Advisers
Pennsylvania
$5K -$47 -1 -0.9%
WT
399
Washington Trust
Rhode Island
$5K +$5K +117 New
DAM
400
Delta Asset Management
Tennessee
$4K -$48 -1 -1%
14 15
16
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