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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 %
Renaissance Technologies
26
Renaissance Technologies
New York
$16.9M +$2.71M +64,727 +19%
OAM
27
Oppenheimer Asset Management
New York
$16M +$60.6K +1,446 +0.4%
NIMC
28
NWQ Investment Management Company
California
$15.1M -$761K -19,218 -5%
CGH
29
Crossmark Global Holdings
Texas
$14.3M +$1.8M +43,012 +14%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$14.1M -$1.37M -32,648 -9%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$13.1M +$393K +9,385 +3%
Kayne Anderson Rudnick Investment Management
32
Kayne Anderson Rudnick Investment Management
California
$13.1M -$353K -8,432 -3%
Citigroup
33
Citigroup
New York
$13M -$5.63M -134,275 -30%
CAI
34
Capital Advisors Inc
Oklahoma
$12.4M -$113K -2,706 -0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.4M +$2.47M +59,017 +25%
ClearBridge Investments
36
ClearBridge Investments
New York
$10.6M -$1.62M -38,657 -13%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$10.3M -$4.06M -96,854 -28%
Comerica Bank
38
Comerica Bank
Texas
$10M +$462K +12,308 +5%
US Bancorp
39
US Bancorp
Minnesota
$9.62M -$424K -10,128 -4%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$9.57M -$311K -7,431 -3%
VIP
41
Vantage Investment Partners
Missouri
$8.93M -$99.2K -2,368 -1%
Stifel Financial
42
Stifel Financial
Missouri
$8.88M -$527K -12,593 -6%
PCC
43
Park Circle Company
Maryland
$8.72M -$96.9K -2,312 -1%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$8.7M +$5.48M +257,232 +170%
FWCM
45
Ferguson Wellman Capital Management
Oregon
$8.58M +$143K +3,421 +2%
HighTower Advisors
46
HighTower Advisors
Illinois
$8.56M -$223K -5,320 -3%
HCM
47
Hutchinson Capital Management
California
$8.54M +$16.9K +403 +0.2%
GCA
48
Guardian Capital Advisors
Ontario, Canada
$8.19M -$129K -3,108 -2%
JFL
49
Jarislowsky, Fraser Ltd
Quebec, Canada
$8.1M -$2.85M -72,874 -26%
Invesco
50
Invesco
Georgia
$7.8M -$544K -12,987 -7%
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