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HSBC
HSBC

Overview Fund Activity

348 hedge funds and large institutions have $3.74B invested in HSBC in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+45
Holders Change %
+14.85%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
74
Increased
127
Reduced
87
Closed
23
Calls
$126M
Puts
$258M
Net Calls
-$132M
Net Calls Change
-$28.9M

Top Buyers

1
HL
1
Harding Loevner
New Jersey
$74.9M
2
CI
2
Cambiar Investors
Colorado
$261M
3
Northern Trust
3
Northern Trust
Illinois
$157M
4
MICM
4
Matthews International Capital Management
California
$112M
5
Bank of America
5
Bank of America
North Carolina
$154M

Top Sellers

1
NMC
1
Nine Masts Capital
Hong Kong
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.33M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$8.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.66M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$1.89M +$1.57M +43,333 +502%
Barclays
102
Barclays
United Kingdom
$1.79M +$432K +11,908 +32%
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$1.74M +$146K +4,035 +9%
PG
104
PEAK6 Group
Illinois
$1.66M -$8.8M -242,525 -84%
SIA
105
SeaBridge Investment Advisors
New Jersey
$1.64M – – –
BUB
106
BBVA USA Bancshares
Texas
$1.6M +$39.1K +1,077 +3%
William Blair & Company
107
William Blair & Company
Illinois
$1.58M +$262K +7,229 +20%
RFC
108
Regions Financial Corp
Alabama
$1.5M +$56.4K +1,555 +4%
GF
109
Gabelli Funds
New York
$1.49M – – –
AC
110
AFAM Capital
Texas
$1.47M -$123K -3,387 -8%
SB
111
Suntrust Banks
Georgia
$1.41M +$117K +3,235 +9%
BG
112
Bollard Group
Massachusetts
$1.32M +$17K +467 +1%
PA
113
Profund Advisors
Maryland
$1.3M -$514K -14,159 -28%
Fayez Sarofim & Co
114
Fayez Sarofim & Co
Texas
$1.24M -$22.9K -630 -2%
BWL
115
Bogart Wealth LLC
Virginia
$1.2M +$1.2M +33,131 New
CI
116
CAZ Investments
Texas
$1.13M – – –
ECM
117
ETrade Capital Management
Virginia
$1.11M +$405K +11,165 +58%
SC
118
Scotia Capital
Ontario, Canada
$1.1M -$1.84M -50,655 -63%
TAM
119
Todd Asset Management
Kentucky
$1.1M -$29.9K -823 -3%
KS
120
Karpas Strategies
Connecticut
$1.09M – – –
HCIA
121
Hochman Cole Investment Advisors
Illinois
$1.09M +$813K +22,393 +294%
SI
122
Stephens Inc
Arkansas
$1.08M +$33.7K +928 +3%
CG
123
Cutler Group
California
$1.07M +$564K +15,545 +111%
JG
124
Jefferies Group
New York
$1.06M +$647K +17,820 +155%
BCP
125
Berkeley Capital Partners
Georgia
$1.05M +$52.7K +1,452 +5%
3 4
5
6 7