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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 %
MA
201
MUFG Americas
New York
$442K -$13.8K -330 -3%
CNBT
202
Canandaigua National Bank & Trust
New York
$441K -$22K -525 -5%
Wellington Management Group
203
Wellington Management Group
Massachusetts
$439K +$439K +10,469 New
SXL
204
Summit X LLC
Missouri
$429K +$429K +9,743 New
HSBC Holdings
205
HSBC Holdings
United Kingdom
$415K -$1.26K -30 -0.3%
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$412K -$18.3K -437 -4%
QCG
207
Quadrant Capital Group
Ohio
$405K -$11.1K -272 -3%
GT
208
Glenmede Trust
Pennsylvania
$400K -$921 -22 -0.2%
LSAG
209
Lake Street Advisors Group
New Hampshire
$393K -$117K -2,797 -23%
TCM
210
Traynor Capital Management
Pennsylvania
$383K +$4.61K +110 +1%
WS
211
Wedbush Securities
California
$382K +$3.23K +77 +0.9%
CAM
212
CenterStar Asset Management
Illinois
$376K – – –
TC
213
Telemus Capital
Michigan
$373K -$11.6K -278 -3%
RJT
214
Raymond James Trust
Florida
$372K +$58.7K +1,399 +19%
SPIA
215
Steward Partners Investment Advisory
New York
$369K -$67.8K -1,617 -16%
VF
216
Virtu Financial
New York
$369K +$369K +8,800 New
WI
217
WrapManager Inc
California
$367K +$2.18K +52 +0.6%
DWT
218
Dorsey & Whitney Trust
South Dakota
$363K +$18.3K +438 +5%
RB
219
Rodgers Brothers
Pennsylvania
$362K +$36.5K +871 +11%
ATIA
220
American Trust Investment Advisors
New Hampshire
$358K +$5.82K +139 +2%
OCG
221
Opus Capital Group
Ohio
$353K -$70K -1,670 -17%
SCM
222
Schnieders Capital Management
California
$352K -$56.1K -1,340 -14%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$341K -$251 -6 -0.1%
BIAS
224
Beacon Investment Advisory Services
New Jersey
$323K -$7.58K -181 -2%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$316K -$363K -8,634 -53%
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