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HSBC.PRA

HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA

Delisted

HSBC.PRA was delisted on the 12th of January, 2021.

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101 hedge funds and large institutions have $224M invested in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $209M → $224M (+$15.1M)

1% more funds holding

Funds holding: 100 → 101 (+1)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
23
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
+$3.71M
2
BFA
BlackRock Fund Advisors
California
+$1.81M
3
First Trust Advisors
First Trust Advisors
Illinois
+$1.27M
4
U
UBS
Switzerland
+$1.04M
5
VKH
Virtu KCG Holdings
New York
+$929K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$804K
2
Wells Fargo
Wells Fargo
California
-$801K
3
Principal Financial Group
Principal Financial Group
Iowa
-$750K
4
NIMC
NWQ Investment Management Company
California
-$315K
5
MAA
Managed Account Advisors
New Jersey
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$306K +$27.6K +1,103 +10%
Edgewood Management
52
Edgewood Management
Connecticut
$305K – – –
RIG
53
Roosevelt Investment Group
New York
$304K – – –
NERM
54
New England Research & Management
Illinois
$274K – – –
ACI
55
Alpha Cubed Investments
California
$255K – – –
AAS
56
Annex Advisory Services
Wisconsin
$252K – – –
RFC
57
Regions Financial Corp
Alabama
$244K – – –
SBH
58
Segall Bryant & Hamill
Illinois
$242K – – –
EWM
59
Evercore Wealth Management
New York
$234K +$91.3K +3,645 +65%
LWCFA
60
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K – – –
KeyBank National Association
61
KeyBank National Association
Ohio
$220K +$12.5K +500 +6%
HighTower Advisors
62
HighTower Advisors
Illinois
$210K +$207K +8,260 New
RFS
63
Rockefeller Financial Services
New York
$178K – – –
US Bancorp
64
US Bancorp
Minnesota
$178K – – –
RIA
65
Regal Investment Advisors
Michigan
$176K – – –
OIA
66
Optimum Investment Advisors
Illinois
$174K -$10K -400 -6%
BPBT
67
Boston Private Bank & Trust
Massachusetts
$102K – – –
MFS
68
MSI Financial Services
Massachusetts
$99K – – –
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$82K +$6.61K +264 +9%
CTC
70
Central Trust Company
Missouri
$54K – – –
WA
71
WFG Advisors
Texas
$52K – – –
Barclays
72
Barclays
United Kingdom
$52K +$2.38K +95 +5%
CFS
73
Community Financial System
New York
$51K – – –
WT
74
Whittier Trust
California
$51K – – –
EAMA
75
EFG Asset Management (Americas)
Florida
$39K – – –
1 2
3
4 5

HSBC.PRA Hedge Fund Activity: Q1 2014 in Review

101 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) for Q1 2014, worth a combined $224M — up 7.2% from $209M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HSBC.PRA positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Spectrum Asset Management (Connecticut), adding an estimated $3.71M. The largest seller was Invesco, cutting an estimated $804K.

  • 101 institutional investors held HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) as of Q1 2014, up from 100 in Q4 2013.
  • Funds reported $224M of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) stock for Q1 2014, up 7.2% quarter-over-quarter.
  • 7 funds opened new HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) positions in Q1 2014 and 6 closed out, a net change of +1 holder.
  • The largest HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) buyer in Q1 2014 was Spectrum Asset Management (Connecticut), an estimated $3.71M added.
  • The largest HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) seller in Q1 2014 was Invesco, an estimated $804K sold.

Based on aggregated 13F filings for Q1 2014.