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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 %
KTC
401
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
TRCT
402
Tower Research Capital (TRC)
New York
$7K -$136K -2,961 -95%
WWM
403
Wagner Wealth Management
South Carolina
$7K – – –
AF
404
Allworth Financial
California
$7K +$7K +153 New
MC
405
Martin Currie
United Kingdom
$6K +$6K +134 New
TCOV
406
Trust Company of Vermont
Vermont
$5K -$4.73K -103 -49%
EWM
407
Edge Wealth Management
New York
$5K – – –
AIS
408
Accurate Investment Solutions
Pennsylvania
$5K – – –
HMS
409
Hanseatic Management Services
New Mexico
$5K – – –
VNA
410
Valley National Advisers
Pennsylvania
$5K – – –
FGC
411
Financial Gravity Companies
Texas
$5K +$5K +109 New
FFG
412
Ford Financial Group
California
$5K +$5K +113 New
SWA
413
Sutton Wealth Advisors
Florida
$4.18K – – –
DAM
414
Delta Asset Management
Tennessee
$4K – – –
PWM
415
Perigon Wealth Management
California
$4K – – –
CB
416
Community Bank
New York
$4K +$4K +88 New
CHC
417
City Holding Co
West Virginia
$3K – – –
AIP
418
Ameritas Investment Partners
Nebraska
$3K – – –
CTC
419
Central Trust Company
Missouri
$3K +$3K +66 New
SQA
420
Simon Quick Advisors
New Jersey
$2K -$37.1K -594 -95%
TSW
421
Thompson Siegel & Walmsley
Virginia
$2K – – –
CTB
422
Country Trust Bank
Illinois
$2K – – –
CFD
423
Creative Financial Designs
Indiana
$1K -$4.88K -117 -83%
GAM
424
Gemmer Asset Management
California
$1K – – –
RFA
425
Reilly Financial Advisors
California
$1K – – –
15 16
17
18 19