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430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
226
Summit Securities Group
New York
$387K +$371K +8,208 New
HC
227
Henshaw Capital
Massachusetts
$385K -$18.7K -413 -5%
CCMW
228
Cypress Capital Management (Wyoming)
Wyoming
$379K -$16.5K -366 -4%
STA
229
Summit Trail Advisors
New York
$372K +$332K +7,332 New
RB
230
Rodgers Brothers
Pennsylvania
$372K +$356K +7,881 New
OWA
231
One Wealth Advisors
California
$369K +$353K +7,813 New
1WA
232
180 Wealth Advisors
Washington
$367K +$352K +7,780 New
FAAS
233
First Allied Advisory Services
California
$364K +$349K +7,711 New
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$363K +$22.8K +504 +7%
BIAS
235
Beacon Investment Advisory Services
New Jersey
$360K -$256K -5,673 -43%
HCM
236
Hodges Capital Management
Texas
$359K -$39.6K -876 -10%
GFPC
237
Global Financial Private Capital
Florida
$358K +$343K +7,596 New
Barclays
238
Barclays
United Kingdom
$357K -$154K -3,406 -31%
CBU
239
CIBC Bank USA
Illinois
$357K -$4.39K -97 -1%
FWIA
240
Fort Washington Investment Advisors
Ohio
$354K +$85.8K +1,898 +34%
ACS
241
Archford Capital Strategies
Illinois
$350K +$336K +7,425 New
S
242
SimplyRich
California
$344K +$330K +7,296 New
KFA
243
Kelleher Financial Advisors
New York
$343K -$30.5K -674 -8%
PCP
244
Proficio Capital Partners
Massachusetts
$336K -$6.65K -147 -2%
WS
245
Wedbush Securities
California
$336K +$322K +7,114 New
FDS
246
First Dallas Securities
Texas
$330K -$74.2K -1,642 -19%
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$322K +$1.04K +23 +0.3%
WPC
248
Waters Parkerson & Co
Louisiana
$321K -$46.5K -1,028 -13%
CSS
249
Cubist Systematic Strategies
Connecticut
$320K -$1.04M -23,009 -77%
BFEC
250
Benjamin F. Edwards & Company
Missouri
$319K

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.