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385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 123

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.04% less ownership

Funds ownership: 1.73%1.7% (-0.04%)

0% less funds holding

Funds holding: 386385 (-1)

8% less capital invested

Capital invested by funds: $7.12B → $6.54B (-$578M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

34% less call options, than puts

Call options by funds: $215M | Put options by funds: $327M

Holders
385
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
44
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
226
Edge Asset Management
Washington
$549K
CBB
227
Citizens Business Bank
California
$545K +$21.2K +468 +4%
ISL
228
Ingalls & Snyder LLC
New York
$532K
SI
229
Stephens Inc
Arkansas
$531K +$9.89K +218 +2%
TCT
230
TIAA CREF Trust
Missouri
$530K +$549K +12,105 New
BWAM
231
Boyd Watterson Asset Management
Ohio
$528K +$41.2K +907 +8%
CIP
232
Convergence Investment Partners
Florida
$525K -$99.9K -2,202 -16%
EARNEST Partners
233
EARNEST Partners
Georgia
$524K +$113K +2,483 +26%
LCM
234
Logan Capital Management
Pennsylvania
$522K +$82.5K +1,819 +18%
MC
235
Moors & Cabot
Massachusetts
$520K +$539K +11,880 New
FAAS
236
First Allied Advisory Services
California
$507K +$298K +6,569 +131%
JFGIW
237
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$504K +$46.5K +1,025 +10%
PGA
238
Portland Global Advisors
Maine
$494K +$18.2K +400 +4%
NA
239
Navellier & Associates
Nevada
$491K -$3.99K -88 -0.8%
Creative Planning
240
Creative Planning
Kansas
$489K -$146K -3,227 -22%
BF
241
BOK Financial
Oklahoma
$468K -$2.63K -58 -0.5%
CBU
242
CIBC Bank USA
Illinois
$466K -$10.4K -229 -2%
UBS AM
243
UBS AM
Illinois
$456K -$237K -5,217 -33%
WTNA
244
Wilmington Trust National Association
Delaware
$451K -$125K -2,747 -21%
SCA
245
SAC Capital Advisors
Connecticut
$449K +$154K +3,402 +50%
ST
246
Stifel Trust
Missouri
$444K
CRC
247
Curi RMB Capital
Illinois
$435K -$125K -2,759 -22%
CCM
248
Covington Capital Management
California
$426K
PRC
249
Platte River Capital
Colorado
$420K +$435K +9,586 New
GLRA
250
Gerald L. Ray & Associates
Texas
$419K +$15.8K +348 +4%

HSBC Hedge Fund Activity: Q1 2014 in Review

385 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2014, worth a combined $6.54B — down 8.1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HSBC positions and 44 closed out — a net gain of 2 holders — while 139 added to existing stakes and 123 trimmed.

The largest buyer was Bessemer Group, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 385 institutional investors held HSBC (HSBC) as of Q1 2014, down from 386 in Q4 2013.
  • Funds reported $6.54B of HSBC stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 46 funds opened new HSBC positions in Q1 2014 and 44 closed out, a net change of +2 holders.
  • The largest HSBC buyer in Q1 2014 was Bessemer Group, an estimated $103M added.
  • The largest HSBC seller in Q1 2014 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.