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HSBC
HSBC

Overview Fund Activity

348 hedge funds and large institutions have $3.74B invested in HSBC in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+45
Holders Change %
+14.85%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
74
Increased
127
Reduced
87
Closed
23
Calls
$126M
Puts
$258M
Net Calls
-$132M
Net Calls Change
-$28.9M

Top Buyers

1
HL
Harding Loevner
New Jersey
$74.9M
2
CI
Cambiar Investors
Colorado
$261M
3
Northern Trust
Northern Trust
Illinois
$157M
4
MICM
Matthews International Capital Management
California
$112M
5
Bank of America
Bank of America
North Carolina
$154M

Top Sellers

1
NMC
Nine Masts Capital
Hong Kong
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.33M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$8.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.66M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
201
BOK Financial
Oklahoma
$333K +$112K +3,099 +51%
FAAS
202
First Allied Advisory Services
California
$333K +$333K +9,176 New
MC
203
Miles Capital
Iowa
$328K +$61.1K +1,680 +23%
CIM
204
CIM Investment Management
Pennsylvania
$327K +$327K +9,014 New
CBU
205
CIBC Bank USA
Illinois
$323K -$34.7K -955 -10%
RFCA
206
R&F Capital Advisors
New York
$323K +$323K +8,897 New
EAM
207
Eagle Asset Management
Florida
$309K +$309K +8,529 New
CWA
208
Cypress Wealth Advisors
California
$307K +$15.1K +417 +5%
ZCA
209
Zeke Capital Advisors
Pennsylvania
$297K +$297K +8,192 New
SCM
210
SOL Capital Management
Maryland
$296K +$907 +25 +0.3%
BCM
211
BTC Capital Management
Iowa
$294K +$12.2K +336 +4%
S
212
SignatureFD
Georgia
$294K +$22.9K +631 +8%
WPC
213
Waters Parkerson & Co
Louisiana
$287K – – –
BIM
214
Baldwin Investment Management
Pennsylvania
$286K -$907 -25 -0.3%
BP
215
BBR Partners
New York
$282K +$282K +7,779 New
DWT
216
Dorsey & Whitney Trust
South Dakota
$281K +$19K +525 +7%
CG
217
Caprock Group
Idaho
$278K -$323K -8,880 -54%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$274K +$274K +7,539 New
MIS
219
Morningstar Investment Services
Illinois
$264K -$3.52K -97 -1%
RJT
220
Raymond James Trust
Florida
$259K +$37.3K +1,028 +17%
TH
221
Timber Hill
Connecticut
$258K +$258K +7,102 New
GT
222
Greenleaf Trust
Michigan
$256K +$256K +7,043 New
BIAS
223
Beacon Investment Advisory Services
New Jersey
$255K +$1.2K +33 +0.5%
SMC
224
Smith, Moore & Co
Missouri
$250K -$4K -110 -2%
GG
225
Gofen & Glossberg
Illinois
$250K -$1.34K -37 -0.5%
7 8
9
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