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HSBC
HSBC

Overview Fund Activity

363 hedge funds and large institutions have $4.2B invested in HSBC in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 108 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+13
Holders Change %
+3.71%
% of All Funds
9.06%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
49
Increased
108
Reduced
199
Closed
33
Calls
$88.8M
Puts
$267M
Net Calls
-$178M
Net Calls Change
+$58.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$17M
3
QIM
Quantitative Investment Management
Virginia
+$13.4M
4
CAI
Capital Advisors Inc
Oklahoma
+$13.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$11.7M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$95.1M
2
SCM
Segantii Capital Management
Hong Kong
-$45.6M
3
Bank of America
Bank of America
North Carolina
-$17.2M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$16.9M
5
LP
LMR Partners
United Kingdom
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$415K -$39K -920 -9%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$408K -$4.7K -111 -1%
OCG
203
Opus Capital Group
Ohio
$405K -$4.67K -110 -1%
WT
204
Whittier Trust
California
$394K -$4.53K -107 -1%
WI
205
WrapManager Inc
California
$390K -$166K -3,924 -30%
VFA
206
Voya Financial Advisors
Connecticut
$387K +$387K +9,109 New
MC
207
Miles Capital
Iowa
$378K -$4.32K -102 -1%
CIM
208
CIM Investment Management
Pennsylvania
$378K -$4.33K -102 -1%
BNP Paribas Financial Markets
209
BNP Paribas Financial Markets
France
$370K -$78.5K -1,852 -18%
FDS
210
First Dallas Securities
Texas
$366K -$4.19K -99 -1%
QCG
211
Quadrant Capital Group
Ohio
$353K +$58K +1,497 +20%
ZCA
212
Zeke Capital Advisors
Pennsylvania
$343K -$52.1K -1,230 -13%
SCM
213
SOL Capital Management
Maryland
$343K -$1.78K -42 -0.5%
ATIA
214
American Trust Investment Advisors
New Hampshire
$340K +$50.6K +1,192 +17%
FAAS
215
First Allied Advisory Services
California
$338K -$18.3K -435 -5%
KFA
216
Kelleher Financial Advisors
New York
$336K -$18.4K -434 -5%
BIM
217
Baldwin Investment Management
Pennsylvania
$335K +$806 +19 +0.2%
TCM
218
Traynor Capital Management
Pennsylvania
$334K +$334K +7,581 New
BOTW
219
Bank of the West
California
$333K +$333K +7,864 New
WPC
220
Waters Parkerson & Co
Louisiana
$332K -$3.82K -90 -1%
AP
221
Advisor Partners
California
$330K +$330K +7,789 New
DWT
222
Dorsey & Whitney Trust
South Dakota
$329K -$24.6K -580 -7%
BP
223
Ballentine Partners
Massachusetts
$328K +$328K +7,351 New
PCP
224
Proficio Capital Partners
Massachusetts
$327K +$5.42K +118 +2%
CBU
225
CIBC Bank USA
Illinois
$326K -$8.95K -211 -3%
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