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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 %
CB
401
Community Bank
New York
$4K -$47 -1 -1%
HMS
402
Hanseatic Management Services
New Mexico
$4K -$41 -1 -1%
SWA
403
Sutton Wealth Advisors
Florida
$3.82K -$44 -1 -1%
CHC
404
City Holding Co
West Virginia
$3K -$52 -1 -2%
CS
405
Candriam SCA
Luxembourg
$3K +$3K +58 New
LC
406
Landaas & Company
Wisconsin
$3K +$3K +59 New
TWA
407
TCI Wealth Advisors
Arizona
$3K +$3K +68 New
KL
408
KWMG LLC
Kansas
$3K +$3K +70 New
CWA
409
Clarus Wealth Advisors
Arizona
$3K +$3K +71 New
IAS
410
INR Advisory Services
Pennsylvania
$3K +$3K +72 New
FGAM
411
Financial Gravity Asset Management
Texas
$2K -$298 -7 -13%
OIA
412
Optimum Investment Advisors
Illinois
$2K -$50 -1 -2%
TSW
413
Thompson Siegel & Walmsley
Virginia
$2K – – –
WEC
414
Winslow Evans & Crocker
Massachusetts
$2K – – –
LFG
415
LifePlan Financial Group
Ohio
$2K +$2K +36 New
GAM
416
Gemmer Asset Management
California
$1K -$20.6K -247 -95%
CFD
417
Creative Financial Designs
Indiana
$1K -$43 -1 -4%
ML
418
McAdam LLC
Pennsylvania
$1K – – –
MSA
419
Marino Stram & Associates
Massachusetts
$1K +$1K +30 New
PMG
420
ProVise Management Group
Florida
$218 -$2 -50 -1%
FRA
421
Front Row Advisors
California
$54 -$1 -16 -1%
CCA
422
Catalyst Capital Advisors
New York
– -$9.53M -214,417 Closed
Massachusetts Financial Services
423
Massachusetts Financial Services
Massachusetts
– -$5.23M -117,643 Closed
Parallax Volatility Advisers
424
Parallax Volatility Advisers
California
– -$2.64M -59,287 Closed
Walleye Trading
425
Walleye Trading
New York
– -$1.64M -36,980 Closed
15 16
17
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