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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 %
1WA
151
180 Wealth Advisors
Washington
$772K +$56.9K +1,356 +8%
Mariner
152
Mariner
Kansas
$769K +$37.9K +906 +5%
EARNEST Partners
153
EARNEST Partners
Georgia
$759K +$48.6K +1,159 +7%
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$753K -$239K -5,685 -24%
S
155
SignatureFD
Georgia
$751K -$62K -1,480 -8%
Mirae Asset Global Investments
156
Mirae Asset Global Investments
South Korea
$748K +$19.1K +456 +3%
CCM
157
Chickasaw Capital Management
Tennessee
$741K -$8.21K -196 -1%
USAA
158
United Services Automobile Association
Texas
$736K +$49.3K +1,178 +7%
LFAS
159
Level Four Advisory Services
Texas
$733K +$733K +17,484 New
PA
160
Pinnacle Associates
New York
$721K -$23.9K -571 -3%
EVM
161
Eaton Vance Management
Massachusetts
$711K -$57.1K -1,362 -7%
MIS
162
Morningstar Investment Services
Illinois
$706K -$47.3K -1,129 -6%
AI
163
Atria Investments
North Carolina
$687K +$58.8K +1,402 +9%
HFS
164
HL Financial Services
Kentucky
$673K +$72.8K +1,736 +12%
SPC
165
Sigma Planning Corp
Michigan
$669K +$669K +15,951 New
Parallax Volatility Advisers
166
Parallax Volatility Advisers
California
$648K +$648K +15,459 New
TF
167
TIAA FSB
Florida
$643K +$23.1K +552 +4%
CAM
168
Claret Asset Management
Quebec, Canada
$642K -$17.9K -427 -3%
CL
169
CPWM LLC
Washington
$639K -$41.5K -990 -6%
CI
170
CAZ Investments
Texas
$638K -$7.08K -169 -1%
ANI
171
American National Insurance
Texas
$629K -$6.96K -166 -1%
CS
172
Credit Suisse
Switzerland
$626K +$8.51K +203 +1%
Deutsche Bank
173
Deutsche Bank
Germany
$624K -$585K -13,964 -48%
EP
174
Elkfork Partners
Oregon
$622K -$6.91K -165 -1%
AIM
175
Aspen Investment Management
Michigan
$616K -$24.6K -588 -4%
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