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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 %
SCM
426
Stevens Capital Management
Pennsylvania
– -$400K -9,012 Closed
CSS
427
Cubist Systematic Strategies
Connecticut
– -$398K -8,961 Closed
BA
428
Bristol Advisors
Pennsylvania
– -$344K -7,748 Closed
S
429
SimplyRich
California
– -$314K -7,076 Closed
SCM
430
Shelton Capital Management
Colorado
– -$255K -5,736 Closed
FFA
431
First Foundation Advisors
California
– -$247K -5,553 Closed
CCMW
432
Cypress Capital Management (Wyoming)
Wyoming
– -$247K -5,508 Closed
GG
433
Gofen & Glossberg
Illinois
– -$239K -5,377 Closed
AHB
434
Abner Herrman & Brock
New Jersey
– -$209K -4,706 Closed
WIA
435
Wealthstreet Investment Advisors
Texas
– -$207K -4,671 Closed
HJGA
436
Hardman Johnston Global Advisors
Connecticut
– -$206K -4,648 Closed
P
437
Pitcairn
Pennsylvania
– -$204K -4,607 Closed
NGA
438
Naples Global Advisors
Florida
– -$202K -4,537 Closed
Manulife (Manufacturers Life Insurance)
439
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$168K -3,770 Closed
AA
440
Apriem Advisors
California
– -$156K -3,518 Closed
LSV Asset Management
441
LSV Asset Management
Illinois
– -$141K -3,184 Closed
BCP
442
Blackhawk Capital Partners
Wisconsin
– -$99K -2,238 Closed
CF
443
Centaurus Financial
California
– -$78K -1,750 Closed
SIC
444
Salem Investment Counselors
North Carolina
– -$58K -1,304 Closed
LF
445
Lee Financial
Texas
– -$41K -924 Closed
MGIA
446
Moneta Group Investment Advisors
Missouri
– -$38K -851 Closed
LWS
447
Lucia Wealth Services
California
– -$37K -843 Closed
BCA
448
Bay Colony Advisors
Massachusetts
– -$35K -784 Closed
HCM
449
Horrell Capital Management
Arkansas
– -$32K -715 Closed
SIS
450
Sound Income Strategies
Florida
– -$23K -515 Closed
15 16 17
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