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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
76
Stellar Capital Management
Arizona
$3.46M +$51.8K +1,237 +2%
SFS
77
Strategic Financial Services
New York
$3.26M -$163K -3,888 -5%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$3.19M -$324K -7,730 -9%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$3.15M +$218K +5,211 +7%
SA
80
Strategic Advisors
New York
$3.07M +$63.7K +1,520 +2%
CIBC Asset Management
81
CIBC Asset Management
Ontario, Canada
$3.06M -$126K -3,018 -4%
ECM
82
ETrade Capital Management
Virginia
$2.74M +$402K +9,590 +17%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$2.54M -$2.64K -63 -0.1%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$2.41M -$62.5K -1,490 -3%
MF
85
MHI Funds
New York
$2.41M -$51.8K -1,237 -2%
KeyBank National Association
86
KeyBank National Association
Ohio
$2.4M -$6.62K -158 -0.3%
William Blair & Company
87
William Blair & Company
Illinois
$2.39M +$642K +15,323 +37%
AAM
88
Advisors Asset Management
Colorado
$2.36M -$276K -6,583 -10%
GFPC
89
Global Financial Private Capital
Florida
$2.35M -$71.9K -1,716 -3%
WAOTB
90
Wealth Advisors of Tampa Bay
Florida
$2.3M +$335K +8,006 +17%
SB
91
Suntrust Banks
Georgia
$2.25M +$238K +5,683 +12%
DLCIG
92
D.L. Carlson Investment Group
New Hampshire
$2.25M -$283K -6,760 -11%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$2.2M -$1.23M -29,325 -36%
SI
94
Stephens Inc
Arkansas
$2.18M +$17.7K +423 +0.8%
GI
95
Gradient Investments
Minnesota
$2.18M +$53.2K +1,270 +3%
AC
96
AFAM Capital
Texas
$2.14M -$36.7K -876 -2%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$2.13M -$834K -19,907 -28%
BUB
98
BBVA USA Bancshares
Texas
$2.07M -$45.9K -1,095 -2%
BWL
99
Bogart Wealth LLC
Virginia
$1.91M +$160K +3,818 +9%
BB
100
Bell Bank
North Dakota
$1.88M +$84.5K +2,016 +5%
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4
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