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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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128 hedge funds and large institutions have $330M invested in HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

8% more funds holding

Funds holding: 118 → 128 (+10)

3% more capital invested

Capital invested by funds: $322M → $330M (+$8.54M)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
19
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$5.17M
2
PI
PineBridge Investments
New York
+$3.29M
3
Bank of America
Bank of America
North Carolina
+$2.72M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.45M
5
BlackRock
BlackRock
New York
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
-$1.56M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.27M
3
State Street
State Street
Massachusetts
-$658K
4
FPCM
Financial Partners Capital Management
New York
-$593K
5
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
126
Proficio Capital Partners
Massachusetts
$1K – – –
YWP
127
YorkBridge Wealth Partners
New York
$1K – – –
AF
128
Allworth Financial
California
$1K +$983 +38 New
LF
129
Lee Financial
Texas
$1K +$1.03K +40 New
APP
130
Avantax Planning Partners
Iowa
$1K +$1.29K +50 New
Russell Investments Group
131
Russell Investments Group
United Kingdom
– -$1.27M -49,122 Closed
FPCM
132
Financial Partners Capital Management
New York
– -$593K -22,950 Closed
NDSI
133
Newman Dignan & Sheerar Inc
Rhode Island
– -$460K -17,800 Closed
PAG
134
Private Advisor Group
New Jersey
– -$333K -12,871 Closed
Creative Planning
135
Creative Planning
Kansas
– -$237K -9,193 Closed
FAAS
136
First Allied Advisory Services
California
– -$120K -4,700 Closed
EWM
137
Evercore Wealth Management
New York
– -$94K -3,645 Closed
PWM
138
Paulson Wealth Management
Illinois
– -$57K -2,226 Closed
IWP
139
Icon Wealth Partners
Texas
– -$17K -648 Closed
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
– -$7K -289 Closed
LC
141
Landaas & Company
Wisconsin
– -$1K -36 Closed
OC
142
Oakworth Capital
Alabama
– -$1K -31 Closed
IFAM
143
Institutional & Family Asset Management
Colorado
– +$492 +19 New
2 3 4 5
6

HSBC.PRA Hedge Fund Activity: Q1 2018 in Review

128 of the 4,364 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 2018, worth a combined $330M — up 2.7% from $322M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HSBC.PRA positions and 12 closed out — a net gain of 11 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $5.17M. The largest seller was Spectrum Asset Management (Connecticut), cutting an estimated $1.56M.

  • 128 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 2018, up from 118 in Q4 2017.
  • Funds reported $330M of HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 23 funds opened new HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) positions in Q1 2018 and 12 closed out, a net change of +11 holders.
  • The largest HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) buyer in Q1 2018 was Guggenheim Capital, an estimated $5.17M added.
  • The largest HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) seller in Q1 2018 was Spectrum Asset Management (Connecticut), an estimated $1.56M sold.

Based on aggregated 13F filings for Q1 2018.