350 hedge funds and large institutions have $3.82B invested in HSBC in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 98 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
8.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
44
Increased
131
Reduced
98
Closed
37
Calls
$92.3M
Puts
$329M
Net Calls
-$237M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$359K -$113K -3,068 -24%
OCG
202
Opus Capital Group
Ohio
$356K
WT
203
Whittier Trust
California
$347K -$70.4K -1,910 -17%
ZCA
204
Zeke Capital Advisors
Pennsylvania
$344K +$41.9K +1,137 +14%
CRC
205
Curi RMB Capital
Illinois
$342K +$342K +9,277 New
MIS
206
Morningstar Investment Services
Illinois
$335K +$66.5K +1,803 +25%
MC
207
Miles Capital
Iowa
$333K
CIM
208
CIM Investment Management
Pennsylvania
$332K
TCM
209
Teza Capital Management
Illinois
$327K +$327K +8,871 New
FDS
210
First Dallas Securities
Texas
$322K +$322K +8,745 New
S
211
SignatureFD
Georgia
$319K +$20.5K +556 +7%
GT
212
Glenmede Trust
Pennsylvania
$314K -$237K -6,456 -43%
FAAS
213
First Allied Advisory Services
California
$313K -$25.8K -699 -8%
KFA
214
Kelleher Financial Advisors
New York
$309K +$88.9K +2,408 +40%
DWT
215
Dorsey & Whitney Trust
South Dakota
$308K +$20.8K +562 +7%
CG
216
Caprock Group
Idaho
$304K +$22.1K +599 +8%
CWA
217
Cypress Wealth Advisors
California
$301K -$10.4K -282 -3%
SCM
218
SOL Capital Management
Maryland
$300K -$848 -23 -0.3%
WPC
219
Waters Parkerson & Co
Louisiana
$292K
CBU
220
CIBC Bank USA
Illinois
$291K -$36.9K -1,002 -11%
BIM
221
Baldwin Investment Management
Pennsylvania
$291K
BCM
222
BTC Capital Management
Iowa
$287K -$13.7K -368 -5%
CI
223
Conning Inc
Connecticut
$276K +$64.4K +1,743 +30%
PCP
224
Proficio Capital Partners
Massachusetts
$274K +$79.7K +2,037 +41%
ASN
225
Advisory Services Network
Georgia
$271K +$271K +7,343 New