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HSBC
HSBC

Overview Fund Activity

363 hedge funds and large institutions have $4.2B invested in HSBC in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 108 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+13
Holders Change %
+3.71%
% of All Funds
9.06%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
49
Increased
108
Reduced
199
Closed
33
Calls
$88.8M
Puts
$267M
Net Calls
-$178M
Net Calls Change
+$58.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$17M
3
QIM
Quantitative Investment Management
Virginia
+$13.4M
4
CAI
Capital Advisors Inc
Oklahoma
+$13.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$11.7M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$95.1M
2
SCM
Segantii Capital Management
Hong Kong
-$45.6M
3
Bank of America
Bank of America
North Carolina
-$17.2M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$16.9M
5
LP
LMR Partners
United Kingdom
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
151
Atria Investments
North Carolina
$861K +$60.8K +1,435 +8%
MCIM
152
Meadow Creek Investment Management
Georgia
$835K -$9.58K -226 -1%
GI
153
Gradient Investments
Minnesota
$835K +$539K +12,715 +182%
CC
154
Courier Capital
New York
$833K +$1.06K +25 +0.1%
IPC
155
Independent Portfolio Consultants
Florida
$812K -$219K -5,171 -21%
USAA
156
United Services Automobile Association
Texas
$809K -$11.5M -271,745 -93%
TF
157
TIAA FSB
Florida
$785K +$785K +18,531 New
CCM
158
Chickasaw Capital Management
Tennessee
$782K -$8.99K -212 -1%
CA
159
Cetera Advisors
Colorado
$770K +$770K +18,154 New
EVM
160
Eaton Vance Management
Massachusetts
$769K -$32.3K -762 -4%
IC
161
Intersect Capital
California
$761K +$207K +4,881 +37%
Mirae Asset Global Investments
162
Mirae Asset Global Investments
South Korea
$741K +$245K +5,773 +49%
Fayez Sarofim & Co
163
Fayez Sarofim & Co
Texas
$682K -$232K -5,475 -25%
BIM
164
Bridgecreek Investment Management
Oklahoma
$675K -$7.76K -183 -1%
ANI
165
American National Insurance
Texas
$663K -$7.63K -180 -1%
MRCM
166
M&R Capital Management
New Jersey
$660K -$7.59K -174 -1%
EP
167
Elkfork Partners
Oregon
$656K -$7.54K -178 -1%
EARNEST Partners
168
EARNEST Partners
Georgia
$645K -$9.24K -218 -1%
GT
169
Greenleaf Trust
Michigan
$631K +$128K +3,014 +25%
NFA
170
Nuveen Fund Advisors
Illinois
$606K +$64K +1,489 +12%
DADC
171
D.A. Davidson & Co
Montana
$600K +$59.6K +1,406 +11%
IA
172
IFP Advisors
Florida
$595K +$50.1K +1,182 +9%
AAM
173
AR Asset Management
California
$593K -$6.78K -160 -1%
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$593K +$254 +6 +0%
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$561K -$2.36M -55,723 -81%
5 6
7
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