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HSBC
HSBC

Overview Fund Activity

386 hedge funds and large institutions have $4.48B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+23
Holders Change %
+6.34%
% of All Funds
9.64%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$35.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$14.4M
4
CS
Credit Suisse
Switzerland
+$13.9M
5
PPA
Parametric Portfolio Associates
Washington
+$13M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$44.5M
2
Morgan Stanley
Morgan Stanley
New York
-$21.2M
3
MS
Maven Securities
Jersey
-$19.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.1M
5
QIM
Quantitative Investment Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
176
Elkfork Partners
Oregon
$699K – – –
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
$698K +$65.7K +1,455 +10%
MRCM
178
M&R Capital Management
New Jersey
$683K – – –
DADC
179
D.A. Davidson & Co
Montana
$657K +$18.8K +416 +3%
AAM
180
AR Asset Management
California
$631K – – –
BCM
181
Bluefin Capital Management
New York
$627K +$375K +8,295 +149%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$620K +$88.1K +1,951 +17%
GH
183
GAM Holding
Switzerland
$619K -$715K -15,841 -54%
PAG
184
Private Advisor Group
New Jersey
$619K +$40.7K +900 +7%
BOTW
185
Bank of the West
California
$619K +$264K +5,849 +74%
BIAS
186
Beacon Investment Advisory Services
New Jersey
$600K +$300K +6,647 +100%
BIM
187
Bridgecreek Investment Management
Oklahoma
$595K -$123K -2,736 -17%
PA
188
Pinnacle Associates
New York
$581K +$38.4K +849 +7%
MIS
189
Morningstar Investment Services
Illinois
$579K +$80K +1,773 +16%
RCM
190
Riverhead Capital Management
Delaware
$567K – – –
CG
191
Caprock Group
Idaho
$563K +$84.8K +1,877 +18%
TD Asset Management
192
TD Asset Management
Ontario, Canada
$561K -$12.5K -277 -2%
MA
193
MUFG Americas
New York
$556K – – –
VFA
194
Voya Financial Advisors
Connecticut
$548K +$138K +3,069 +34%
EAM
195
Eagle Asset Management
Florida
$537K +$73.1K +1,630 +16%
MC
196
Moors & Cabot
Massachusetts
$536K +$12.6K +279 +2%
GVT
197
Genesee Valley Trust
New York
$532K -$19.1K -422 -3%
IA
198
IFP Advisors
Florida
$517K -$117K -2,596 -18%
S
199
SignatureFD
Georgia
$516K +$66.3K +1,467 +15%
NFA
200
Nuveen Fund Advisors
Illinois
$512K -$125K -2,765 -20%
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