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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 %
IC
151
Intersect Capital
California
$689K +$61.6K +1,698 +10%
Creative Planning
152
Creative Planning
Kansas
$684K +$121K +3,323 +21%
VKH
153
Virtu KCG Holdings
New York
$680K -$1.49M -40,934 -69%
CCM
154
Chickasaw Capital Management
Tennessee
$677K – – –
HI
155
HBK Investments
Texas
$663K +$663K +18,265 New
EMG
156
Ellington Management Group
Connecticut
$651K +$651K +17,933 New
AI
157
Atria Investments
North Carolina
$639K +$291K +8,013 +84%
DTL
158
Dynamic Technology Lab
Singapore
$609K +$609K +16,783 New
Jones Financial Companies
159
Jones Financial Companies
Missouri
$598K -$522K -14,403 -47%
LSV Asset Management
160
LSV Asset Management
Illinois
$594K – – –
BIM
161
Bridgecreek Investment Management
Oklahoma
$591K – – –
ANI
162
American National Insurance
Texas
$575K – – –
MRCM
163
M&R Capital Management
New Jersey
$568K +$4.57K +126 +0.8%
EP
164
Elkfork Partners
Oregon
$568K +$568K +15,660 New
DADC
165
D.A. Davidson & Co
Montana
$562K +$406K +11,227 +259%
GT
166
Glenmede Trust
Pennsylvania
$544K +$263K +7,265 +94%
EARNEST Partners
167
EARNEST Partners
Georgia
$540K -$27.3K -751 -5%
IA
168
IFP Advisors
Florida
$526K +$16.9K +466 +3%
AAM
169
AR Asset Management
California
$514K – – –
PAG
170
Private Advisor Group
New Jersey
$512K +$197K +5,273 +62%
SEC
171
Seven Eight Capital
New York
$509K +$509K +14,033 New
LPL Financial
172
LPL Financial
California
$499K – – –
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$492K +$10.2K +282 +2%
Deutsche Bank
174
Deutsche Bank
Germany
$483K -$1.04M -28,732 -68%
Twin Tree Management
175
Twin Tree Management
Texas
$479K +$479K +13,188 New
5 6
7
8 9