HSBC icon

HSBC
HSBC

Overview Fund Activity

363 hedge funds and large institutions have $4.2B invested in HSBC in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 108 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+13
Holders Change %
+3.71%
% of All Funds
9.06%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
49
Increased
108
Reduced
199
Closed
33
Calls
$88.8M
Puts
$267M
Net Calls
-$178M
Net Calls Change
+$58.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$17M
3
QIM
Quantitative Investment Management
Virginia
+$13.4M
4
CAI
Capital Advisors Inc
Oklahoma
+$13.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$11.7M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$95.1M
2
SCM
Segantii Capital Management
Hong Kong
-$45.6M
3
Bank of America
Bank of America
North Carolina
-$17.2M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$16.9M
5
LP
LMR Partners
United Kingdom
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Geode Capital Management
51
Geode Capital Management
Massachusetts
$10M +$3.12M +73,593 +45%
Citigroup
52
Citigroup
New York
$9.7M -$425K -10,025 -4%
GCA
53
Guardian Capital Advisors
Ontario, Canada
$9.06M +$24.7K +560 +0.3%
Stifel Financial
54
Stifel Financial
Missouri
$8.55M +$839K +19,790 +11%
TBC
55
Tweedy, Browne Co
Connecticut
$7.96M -$303K -7,146 -4%
AssetMark Inc
56
AssetMark Inc
California
$7.93M +$3.67M +86,679 +86%
NCM
57
Noesis Capital Mangement
Florida
$7.58M -$172K -4,060 -2%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$7.31M -$249K -5,872 -3%
TAM
59
Tocqueville Asset Management
New York
$7.26M +$605K +14,262 +9%
GC
60
Guggenheim Capital
Illinois
$6.75M -$2.26M -53,349 -25%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$6.3M -$719K -16,973 -10%
Two Sigma Investments
62
Two Sigma Investments
New York
$5.97M +$3.55M +83,765 +147%
HAI
63
Hennessy Advisors Inc
California
$5.95M -$280K -6,595 -4%
Truist Financial
64
Truist Financial
North Carolina
$5.81M -$67.3K -1,589 -1%
CS
65
Credit Suisse
Switzerland
$5.69M -$1.99M -46,993 -26%
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$5.46M +$593K +13,990 +12%
SEI Investments
67
SEI Investments
Pennsylvania
$5.12M -$969K -22,853 -16%
MHP
68
Manatuck Hill Partners
Connecticut
$4.99M +$148K +3,483 +3%
Brown Advisory
69
Brown Advisory
Maryland
$4.92M -$51.3K -1,211 -1%
SA
70
Strategic Advisors
New York
$4.6M +$47.7K +1,366 +1%
Massachusetts Financial Services
71
Massachusetts Financial Services
Massachusetts
$4.34M -$1.83M -43,234 -30%
UCFA
72
United Capital Financial Advisors
Texas
$4.3M +$344K +8,121 +9%
First Manhattan
73
First Manhattan
New York
$4.29M -$100K -2,371 -2%
M&T Bank
74
M&T Bank
New York
$4.11M -$746K -17,588 -15%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$4.1M -$244K -5,766 -6%
1 2
3
4 5