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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 %
NCM
51
Noesis Capital Mangement
Florida
$7.75M -$4.11K -98 -0.1%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$6.91M +$1.14M +27,320 +20%
Barclays
53
Barclays
United Kingdom
$6.85M +$3.43M +81,881 +100%
BF
54
BOK Financial
Oklahoma
$6.76M +$275K +6,572 +4%
SG Americas Securities
55
SG Americas Securities
New York
$6.37M +$1.36M +32,451 +27%
M&T Bank
56
M&T Bank
New York
$6.27M -$210K -5,004 -3%
TBC
57
Tweedy, Browne Co
Connecticut
$6.16M -$228K -5,439 -4%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$6.06M -$86.8K -2,071 -1%
SEI Investments
59
SEI Investments
Pennsylvania
$6.03M -$4.37M -104,177 -42%
CWM
60
Cornerstone Wealth Management
Missouri
$5.99M +$778K +40,511 +15%
Capital Fund Management (CFM)
61
Capital Fund Management (CFM)
France
$5.64M +$4.53M +108,144 +409%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$5.32M +$172K +4,111 +3%
UCFA
63
United Capital Financial Advisors
Texas
$5.11M -$174K -4,144 -3%
Brown Advisory
64
Brown Advisory
Maryland
$4.97M -$93.9K -2,240 -2%
GC
65
Guggenheim Capital
Illinois
$4.8M -$266K -6,348 -5%
HAI
66
Hennessy Advisors Inc
California
$4.75M -$52.8K -1,260 -1%
MHP
67
Manatuck Hill Partners
Connecticut
$4.73M -$52.5K -1,253 -1%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$4.58M -$7.31M -174,536 -62%
WAM
69
World Asset Management
Michigan
$4.46M -$874K -20,864 -16%
Truist Financial
70
Truist Financial
North Carolina
$4.37M -$218K -5,206 -5%
AAM
71
Augustine Asset Management
Florida
$3.91M -$173K -4,123 -4%
AAIM
72
American Assets Investment Management
California
$3.78M -$3.59K -84 -0.1%
First Manhattan
73
First Manhattan
New York
$3.61M -$167K -3,990 -4%
Capstone Investment Advisors
74
Capstone Investment Advisors
New York
$3.56M +$3.56M +84,829 New
SIA
75
Sit Investment Associates
Minnesota
$3.53M -$39.2K -935 -1%
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