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

Top Sellers

1
NMC
Nine Masts Capital
Hong Kong
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.33M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$8.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.66M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Checchi Capital Advisers
California
$1.05M +$67.6K +1,862 +7%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$1.05M -$762K -20,999 -42%
LCM
128
Logan Capital Management
Pennsylvania
$1.02M -$5.01K -138 -0.5%
IPC
129
Independent Portfolio Consultants
Florida
$998K +$152K +4,196 +18%
QT
130
Quantbot Technologies
New York
$970K +$970K +26,740 New
First Trust Advisors
131
First Trust Advisors
Illinois
$968K -$1.47M -40,466 -60%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$953K +$104K +2,861 +12%
FA
133
FDx Advisors
Illinois
$917K +$500K +13,792 +120%
GA
134
Geneva Advisors
Illinois
$901K +$901K +24,830 New
GHCM
135
Glen Harbor Capital Management
California
$878K +$878K +24,201 New
OC
136
Oppenheimer & Co
New York
$877K +$1.38K +38 +0.2%
IB
137
Intrust Bank
Kansas
$862K +$67.2K +1,853 +8%
SCM
138
Stevens Capital Management
Pennsylvania
$856K -$204K -5,615 -19%
MCM
139
Mork Capital Management
California
$856K +$856K +23,579 New
MSAM
140
Moloney Securities Asset Management
Missouri
$835K +$835K +23,013 New
CC
141
Courier Capital
New York
$816K -$8.6K -237 -1%
SS
142
Sunbelt Securities
Texas
$802K +$1.6K +44 +0.2%
BCM
143
Bayesian Capital Management
New York
$793K +$237K +6,531 +43%
AG
144
Advisor Group
Arizona
$753K +$136K +3,731 +22%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$752K +$128K +3,526 +21%
TD Asset Management
146
TD Asset Management
Ontario, Canada
$728K -$42.4K -1,169 -6%
MCIM
147
Meadow Creek Investment Management
Georgia
$723K +$723K +19,930 New
EVM
148
Eaton Vance Management
Massachusetts
$703K -$18.4K -507 -3%
AC
149
Amici Capital
New York
$698K – – –
PA
150
Pinnacle Associates
New York
$695K -$11K -302 -2%
4 5
6
7 8