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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 %
Bank of America
1
Bank of America
North Carolina
$799M -$854K -20,390 -0.1%
Fisher Asset Management
2
Fisher Asset Management
Washington
$692M +$12.9M +308,230 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$515M -$34.3M -818,353 -6%
CI
4
Cambiar Investors
Colorado
$202M -$1.1M -26,191 -0.5%
Northern Trust
5
Northern Trust
Illinois
$200M +$5.43M +129,656 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$195M +$6.08M +145,175 +3%
SCCM
7
Schafer Cullen Capital Management
New York
$150M -$7.31M -174,441 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$130M -$9.29M -221,581 -7%
PPA
9
Parametric Portfolio Associates
Washington
$116M -$9.01M -214,910 -7%
HL
10
Harding Loevner
New Jersey
$111M -$1.47M -35,167 -1%
Morgan Stanley
11
Morgan Stanley
New York
$97.2M +$6.82M +162,814 +8%
Capital Research Global Investors
12
Capital Research Global Investors
California
$96.6M -$1.05M -25,000 -1%
Goldman Sachs
13
Goldman Sachs
New York
$74.2M -$14.3M -341,759 -16%
MICM
14
Matthews International Capital Management
California
$71M -$23.9M -570,777 -25%
Ameriprise
15
Ameriprise
Minnesota
$61.1M -$5.97M -142,707 -9%
AG
16
Aperio Group
California
$57.6M -$6.3M -150,222 -10%
Wells Fargo
17
Wells Fargo
California
$56.7M -$7.11M -169,570 -11%
MHI
18
Miller Howard Investments
New York
$56.1M -$5.95M -141,945 -10%
Franklin Resources
19
Franklin Resources
California
$51.4M -$4.93M -117,630 -9%
UBS Group
20
UBS Group
Switzerland
$50.3M +$177K +4,228 +0.4%
CCM
21
Cullen Capital Management
New York
$48.5M -$268K -6,407 -0.6%
BIP
22
Brandes Investment Partners
California
$22.7M -$213K -5,081 -0.9%
RJA
23
Raymond James & Associates
Florida
$20.5M -$280K -6,681 -1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$18.3M +$1.33M +31,747 +8%
JCM
25
Janney Capital Management
Pennsylvania
$17.3M -$646K -15,405 -4%
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