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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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118 hedge funds and large institutions have $322M invested in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

8% more funds holding

Funds holding: 109 → 118 (+9)

4% less capital invested

Capital invested by funds: $337M → $322M (-$14.8M)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
20
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PI
PineBridge Investments
New York
+$2.63M
2
Invesco
Invesco
Georgia
+$1.58M
3
Wells Fargo
Wells Fargo
California
+$1.23M
4
Cohen & Steers
Cohen & Steers
New York
+$1.06M
5
LPL Financial
LPL Financial
California
+$401K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$5.28M
2
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
-$3.95M
3
BlackRock
BlackRock
New York
-$3.65M
4
RFA
Reilly Financial Advisors
California
-$455K
5
Morgan Stanley
Morgan Stanley
New York
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
BigSur Wealth Management
Florida
$258K – – –
CS
52
Cannell & Spears
New York
$258K – – –
NERM
53
New England Research & Management
Illinois
$256K – – –
SBH
54
Segall Bryant & Hamill
Illinois
$252K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$251K – – –
Creative Planning
56
Creative Planning
Kansas
$237K +$41.9K +1,605 +21%
Ameriprise
57
Ameriprise
Minnesota
$235K -$5.74K -220 -2%
LWCFA
58
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K – – –
MCM
59
Monarch Capital Management
Indiana
$217K – – –
DSC
60
Duncker Streett & Co
Missouri
$216K -$5.22K -200 -2%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$210K +$212K +8,129 New
RFS
62
Rockefeller Financial Services
New York
$181K – – –
RFC
63
Regions Financial Corp
Alabama
$173K +$175K +6,709 New
RE
64
RBC Europe
United Kingdom
$150K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$141K +$25.9K +991 +22%
Barclays
66
Barclays
United Kingdom
$129K – – –
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$124K – – –
FAAS
68
First Allied Advisory Services
California
$120K +$123K +4,700 New
BWP
69
Baldwin Wealth Partners
Massachusetts
$101K – – –
EDRH
70
Edmond de Rothschild Holding
Switzerland
$99K – – –
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$98K -$1.44K -55 -1%
EWM
72
Evercore Wealth Management
New York
$94K -$26.1K -1,000 -22%
William Blair & Company
73
William Blair & Company
Illinois
$88K – – –
IA
74
IFP Advisors
Florida
$79K -$82.3K -3,155 -51%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$77K – – –
1 2
3
4 5

HSBC.PRA Hedge Fund Activity: Q4 2017 in Review

118 of the 4,409 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 Q4 2017, worth a combined $322M — down 4.4% from $337M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HSBC.PRA positions and 8 closed out — a net gain of 9 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was PineBridge Investments, adding an estimated $2.63M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $5.28M sold.

  • 118 institutional investors held HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) (HSBC.PRA) as of Q4 2017, up from 109 in Q3 2017.
  • Funds reported $322M of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) stock for Q4 2017, down 4.4% quarter-over-quarter.
  • 17 funds opened new HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) positions in Q4 2017 and 8 closed out, a net change of +9 holders.
  • The largest HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) buyer in Q4 2017 was PineBridge Investments, an estimated $2.63M added.
  • The largest HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) seller in Q4 2017 was Guggenheim Capital, an estimated $5.28M sold.

Based on aggregated 13F filings for Q4 2017.