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434 hedge funds and large institutions have $5.06B invested in HSBC in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 261 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more funds holding

Funds holding: 430434 (+4)

0.03% more ownership

Funds ownership: 0.54%0.57% (+0.03%)

0% more capital invested

Capital invested by funds: $5.06B → $5.06B (+$867K)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

56% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 261

71% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $233M

Holders
434
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
114
Reduced
261
Closed
49
Calls
$67.1M
Puts
$233M
Net Calls
-$166M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
226
Ballentine Partners
Massachusetts
$391K +$1.67K +35 +0.4%
FRM
227
Fox Run Management
Connecticut
$376K +$402K +8,452 New
BCAM
228
Boston Common Asset Management
Massachusetts
$375K +$401K +8,431 New
BIM
229
Baldwin Investment Management
Pennsylvania
$363K -$6K -126 -2%
GFPC
230
Global Financial Private Capital
Florida
$358K +$21.6K +453 +6%
HC
231
Henshaw Capital
Massachusetts
$355K -$7.9K -166 -2%
BIAS
232
Beacon Investment Advisory Services
New Jersey
$350K +$12K +253 +3%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$349K +$48.7K +1,023 +15%
RB
234
Rodgers Brothers
Pennsylvania
$348K -$2.62K -55 -0.7%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$343K +$857 +18 +0.2%
STA
236
Summit Trail Advisors
New York
$335K +$3.24K +68 +0.9%
ECM
237
Evergreen Capital Management
Washington
$333K +$356K +7,485 New
CBU
238
CIBC Bank USA
Illinois
$330K -$7.38K -155 -2%
FWIA
239
Fort Washington Investment Advisors
Ohio
$327K -$7.28K -153 -2%
PCP
240
Proficio Capital Partners
Massachusetts
$322K +$5.42K +114 +2%
S
241
SimplyRich
California
$318K -$7.04K -148 -2%
KFA
242
Kelleher Financial Advisors
New York
$313K -$10.1K -212 -3%
WS
243
Wedbush Securities
California
$313K -$3.47K -73 -1%
1WA
244
180 Wealth Advisors
Washington
$299K -$52K -1,092 -14%
WPC
245
Waters Parkerson & Co
Louisiana
$296K -$6.61K -139 -2%
RJT
246
Raymond James Trust
Florida
$296K +$190 +4 +0.1%
BFEC
247
Benjamin F. Edwards & Company
Missouri
$294K -$6.57K -138 -2%
CCMW
248
Cypress Capital Management (Wyoming)
Wyoming
$291K -$71.3K -1,499 -19%
BIM
249
Bridgecreek Investment Management
Oklahoma
$288K -$6.42K -135 -2%
PP
250
Paloma Partners
Connecticut
$287K +$307K +6,450 New

HSBC Hedge Fund Activity: Q1 2018 in Review

434 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2018, worth a combined $5.06B — up 0.02% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 49 closed out — a net gain of 7 holders — while 114 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $35.9M.

  • 434 institutional investors held HSBC (HSBC) as of Q1 2018, up from 430 in Q4 2017.
  • Funds reported $5.06B of HSBC stock for Q1 2018, up 0.02% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest HSBC buyer in Q1 2018 was Bank of America, an estimated $364M added.
  • The largest HSBC seller in Q1 2018 was Credit Suisse, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.