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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 %
MC
176
Moors & Cabot
Massachusetts
$583K -$67K -1,604 -10%
CA
177
Cetera Advisors
Colorado
$579K +$175K +4,180 +43%
Wolverine Trading
178
Wolverine Trading
Illinois
$565K -$2.29M -54,654 -80%
MNBTD
179
Moody National Bank Trust Division
Texas
$563K +$563K +13,436 New
VFA
180
Voya Financial Advisors
Connecticut
$561K +$19.2K +449 +4%
QIM
181
Quantitative Investment Management
Virginia
$554K +$101K +2,400 +22%
HJIM
182
Henry James International Management
New York
$551K +$551K +13,159 New
CRC
183
Curi RMB Capital
Illinois
$545K -$35.4K -843 -6%
SSG
184
Summit Securities Group
New York
$541K -$304K -7,255 -36%
BCM
185
BTC Capital Management
Iowa
$533K -$39.9K -952 -7%
BOTW
186
Bank of the West
California
$528K -$8.42K -201 -2%
GWM
187
Geneos Wealth Management
Colorado
$528K +$325K +7,773 +160%
MOS
188
MGO One Seven
Ohio
$528K +$528K +12,608 New
MRCM
189
M&R Capital Management
New Jersey
$517K -$24.6K -587 -5%
AssetMark Inc
190
AssetMark Inc
California
$509K -$18.5K -442 -4%
RCM
191
Riverhead Capital Management
Delaware
$505K -$5.62K -134 -1%
ACS
192
Archford Capital Strategies
Illinois
$484K -$9.05K -216 -2%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$483K +$103K +2,462 +27%
WT
194
Whittier Trust
California
$477K +$94.3K +2,250 +25%
JG
195
Jefferies Group
New York
$471K -$1.44M -34,351 -75%
BCAM
196
Boston Common Asset Management
Massachusetts
$471K +$97.3K +2,322 +26%
Fayez Sarofim & Co
197
Fayez Sarofim & Co
Texas
$464K -$36.8K -878 -7%
TAM
198
Tyers Asset Management
Texas
$453K -$5.03K -120 -1%
IRC
199
Investors Research Corp
Georgia
$452K -$5.03K -120 -1%
WPW
200
Winthrop Partners - WNY
New York
$452K -$4.99K -119 -1%
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