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HSBC
HSBC

Overview Fund Activity

429 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 102 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+43
Holders Change %
+11.14%
% of All Funds
9.74%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
102
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$576M
2
MHI
Miller Howard Investments
New York
$74M
3
Fisher Asset Management
Fisher Asset Management
Washington
$735M
4
CS
Credit Suisse
Switzerland
$38.6M
5
Renaissance Technologies
Renaissance Technologies
New York
$21.8M

Top Sellers

1
MICM
Matthews International Capital Management
California
$99.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$641M
3
LP
LMR Partners
United Kingdom
$0
4
MS
Maven Securities
Jersey
$6.7M
5
Deutsche Bank
Deutsche Bank
Germany
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANI
176
American National Insurance
Texas
$738K – – –
DADC
177
D.A. Davidson & Co
Montana
$735K +$47.5K +1,006 +7%
EP
178
Elkfork Partners
Oregon
$730K – – –
CRC
179
Curi RMB Capital
Illinois
$707K +$207K +4,383 +41%
AI
180
Accredited Investors
Minnesota
$688K -$67.1K -1,422 -9%
MOS
181
MGO One Seven
Ohio
$687K +$687K +14,563 New
MIS
182
Morningstar Investment Services
Illinois
$683K +$77.3K +1,637 +13%
TD Asset Management
183
TD Asset Management
Ontario, Canada
$658K +$71.7K +1,519 +12%
AAM
184
AR Asset Management
California
$655K -$5.19K -110 -0.8%
BOTW
185
Bank of the West
California
$647K – – –
MRCM
186
M&R Capital Management
New Jersey
$631K -$82.9K -1,757 -12%
PA
187
Pinnacle Associates
New York
$626K +$19.6K +415 +3%
ACM
188
Alethea Capital Management
Washington
$624K +$624K +13,227 New
VFA
189
Voya Financial Advisors
Connecticut
$621K +$48.1K +1,022 +8%
LSAG
190
Lake Street Advisors Group
New Hampshire
$616K +$616K +13,053 New
CG
191
Cutler Group
California
$612K -$931K -19,748 -60%
GT
192
Glenmede Trust
Pennsylvania
$606K +$81.3K +1,726 +15%
S
193
SignatureFD
Georgia
$600K +$60.5K +1,281 +11%
RCM
194
Riverhead Capital Management
Delaware
$593K – – –
BCM
195
BTC Capital Management
Iowa
$590K +$128K +2,715 +28%
MA
196
MUFG Americas
New York
$581K – – –
JG
197
Jefferies Group
New York
$572K +$68.5K +1,452 +14%
MC
198
Moors & Cabot
Massachusetts
$564K +$9.41K +202 +2%
PAG
199
Private Advisor Group
New Jersey
$561K -$85.4K -1,807 -13%
Fayez Sarofim & Co
200
Fayez Sarofim & Co
Texas
$556K -$197K -4,176 -26%
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