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HSBC
HSBC

Overview Fund Activity

424 hedge funds and large institutions have $4.93B invested in HSBC in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 255 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
-9
Holders Change %
-2.08%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
123
Reduced
255
Closed
45
Calls
$56.9M
Puts
$99.9M
Net Calls
-$43M
Net Calls Change
+$123M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$18.8M
2
PPA
Parametric Portfolio Associates
Washington
+$14.2M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$9.71M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$6.75M
5
Northern Trust
Northern Trust
Illinois
+$6.65M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$19.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$18M
4
CI
Cambiar Investors
Colorado
-$13.1M
5
PG
PEAK6 Group
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$848M -$34M -764,434 -4%
Fisher Asset Management
2
Fisher Asset Management
Washington
$720M +$18.8M +423,377 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$582M -$2.86M -64,303 -0.5%
CI
4
Cambiar Investors
Colorado
$215M -$13.1M -295,736 -6%
Northern Trust
5
Northern Trust
Illinois
$206M +$6.65M +149,715 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$200M -$3.3M -74,233 -2%
SCCM
7
Schafer Cullen Capital Management
New York
$167M -$8.94M -201,302 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$147M -$1.98M -44,612 -1%
PPA
9
Parametric Portfolio Associates
Washington
$132M +$14.2M +318,844 +12%
HL
10
Harding Loevner
New Jersey
$119M -$17.8K -401 -0%
Capital Research Global Investors
11
Capital Research Global Investors
California
$103M -$922K -20,748 -0.9%
MICM
12
Matthews International Capital Management
California
$101M -$9.5M -213,825 -9%
Morgan Stanley
13
Morgan Stanley
New York
$95.7M -$5.81M -130,783 -6%
Goldman Sachs
14
Goldman Sachs
New York
$93.8M +$2.12M +47,726 +2%
Ameriprise
15
Ameriprise
Minnesota
$71.2M -$360K -8,098 -0.5%
AG
16
Aperio Group
California
$67.8M -$938K -21,123 -1%
Wells Fargo
17
Wells Fargo
California
$67.6M -$5.53M -124,557 -8%
MHI
18
Miller Howard Investments
New York
$65.7M -$2.71M -60,916 -4%
Franklin Resources
19
Franklin Resources
California
$59.6M -$2.17M -48,790 -4%
UBS Group
20
UBS Group
Switzerland
$53.1M -$6.16M -138,601 -10%
CCM
21
Cullen Capital Management
New York
$51.6M -$362K -8,149 -0.7%
BIP
22
Brandes Investment Partners
California
$24.3M -$803K -18,086 -3%
RJA
23
Raymond James & Associates
Florida
$22M -$105K -2,364 -0.5%
Citigroup
24
Citigroup
New York
$19.7M +$981K +22,087 +5%
JCM
25
Janney Capital Management
Pennsylvania
$19M -$529K -11,919 -3%
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