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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 %
GEA
401
Glen Eagle Advisors
New Jersey
$1.98K +$1.98K +47 New
RFA
402
Reilly Financial Advisors
California
$1K -$33.3K -466 -97%
IAS
403
IMA Advisory Services
Colorado
$1K -$4.57K -105 -82%
TWA
404
TCI Wealth Advisors
Arizona
$1K -$2.09K -46 -68%
CS
405
Candriam SCA
Luxembourg
$1K -$611 -22 -38%
MSA
406
Marino Stram & Associates
Massachusetts
$1K -$34 -1 -3%
LFG
407
LifePlan Financial Group
Ohio
$1K – – –
ML
408
McAdam LLC
Pennsylvania
$1K – – –
CFD
409
Creative Financial Designs
Indiana
$1K +$80 +2 +9%
NFG
410
Next Financial Group
Texas
$1K +$1K +29 New
TAIM
411
TD Ameritrade Investment Management
Nebraska
$1K +$1K +35 New
FRA
412
Front Row Advisors
California
$45 +$1 +32 +3%
MSR
413
Main Street Research
Connecticut
– -$11.9M -267,784 Closed
TAM
414
Tocqueville Asset Management
New York
– -$7.48M -168,456 Closed
AIA
415
Avalon Investment & Advisory
Texas
– -$2.81M -63,331 Closed
PWAG
416
Polaris Wealth Advisory Group
California
– -$2.78M -61,913 Closed
CGT
417
Capital Guardian Trust
California
– -$1.57M -35,368 Closed
Citadel Advisors
418
Citadel Advisors
Florida
– -$1.16M -26,087 Closed
CPC
419
Cookson Peirce & Co
Pennsylvania
– -$1.11M -25,022 Closed
PNAA
420
Pictet North America Advisors
Switzerland
– -$176K -19,954 Closed
BPC
421
Banque Pictet & Cie
Switzerland
– -$176K -19,954 Closed
GQG Partners
422
GQG Partners
Florida
– -$709K -15,970 Closed
AAM
423
AR Asset Management
California
– -$598K -13,458 Closed
HCM
424
HGI Capital Management
New York
– -$580K -13,055 Closed
ZCA
425
Zeke Capital Advisors
Pennsylvania
– -$480K -10,814 Closed
15 16
17
18 19