HSBC icon

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 %
Fisher Asset Management
1
Fisher Asset Management
Washington
$628M +$17M +401,293 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$617M -$2.43M -57,254 -0.4%
CI
3
Cambiar Investors
Colorado
$214M -$95.1M -2,242,413 -31%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$190M -$5.37M -126,591 -3%
Northern Trust
5
Northern Trust
Illinois
$185M -$2.63M -62,131 -1%
SCCM
6
Schafer Cullen Capital Management
New York
$184M +$1.74M +40,967 +1%
Bank of America
7
Bank of America
North Carolina
$179M -$17.2M -406,558 -9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$153M -$9.26M -218,552 -6%
MICM
9
Matthews International Capital Management
California
$129M -$1.75M -41,191 -1%
HL
10
Harding Loevner
New Jersey
$102M +$5.68M +133,897 +6%
Capital Research Global Investors
11
Capital Research Global Investors
California
$101M -$1.16M -27,470 -1%
PPA
12
Parametric Portfolio Associates
Washington
$96.3M +$9.46M +223,128 +11%
Morgan Stanley
13
Morgan Stanley
New York
$90M +$26.1M +615,786 +41%
Goldman Sachs
14
Goldman Sachs
New York
$80M +$1.86M +43,852 +2%
BIP
15
Brandes Investment Partners
California
$77.8M -$835K -19,696 -1%
Ameriprise
16
Ameriprise
Minnesota
$72.9M -$10.4M -245,624 -13%
Franklin Resources
17
Franklin Resources
California
$64.1M -$6.43M -151,693 -9%
AG
18
Aperio Group
California
$58.2M +$4.01M +94,669 +7%
Wells Fargo
19
Wells Fargo
California
$58M +$523K +12,345 +0.9%
UBS Group
20
UBS Group
Switzerland
$56.3M -$2.74M -64,669 -5%
CCM
21
Cullen Capital Management
New York
$51.3M +$613K +14,454 +1%
MS
22
Maven Securities
Jersey
$42.1M +$3M +70,964 +8%
Invesco
23
Invesco
Georgia
$30.5M -$13.4M -315,035 -30%
NIMC
24
NWQ Investment Management Company
California
$21.6M -$1.57M -37,071 -7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$20.9M -$681K -16,067 -3%
1
2 3 4 5