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385 hedge funds and large institutions have $7.12B invested in HSBC in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 27

38% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 112

7% more funds holding

Funds holding: 360385 (+25)

3% more capital invested

Capital invested by funds: $6.88B → $7.12B (+$240M)

0.03% more ownership

Funds ownership: 1.7%1.73% (+0.03%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

49% less call options, than puts

Call options by funds: $71M | Put options by funds: $139M

Holders
385
Holders Change
+25
Holders Change %
+6.94%
% of All Funds
11.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
57
Increased
154
Reduced
112
Closed
27
Calls
$71M
Puts
$139M
Net Calls
-$68.3M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
251
Opus Capital Group
Ohio
$397K +$396K +8,356 New
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$389K +$20.6K +435 +6%
SCM
253
SOL Capital Management
Maryland
$375K +$1.18K +25 +0.3%
PAM
254
Princeton Alpha Management
New Jersey
$369K +$368K +7,762 New
IWC
255
Integrated Wealth Counsel
California
$368K -$20K -423 -5%
NCCM
256
Nine Chapters Capital Management
New Jersey
$353K +$352K +7,428 New
TI
257
Turner Investments
Pennsylvania
$346K +$137K +2,901 +66%
JIC
258
Johnson Investment Counsel
Ohio
$340K +$105K +2,226 +45%
WTC
259
WhitTier Trust Company
Nevada
$332K +$26K +550 +9%
Verition Fund Management
260
Verition Fund Management
Connecticut
$329K +$328K +6,929 New
FTC
261
Farmers Trust Company
Ohio
$328K +$11K +232 +3%
SCA
262
SAC Capital Advisors
Connecticut
$325K +$324K +6,852 New
D.E. Shaw & Co
263
D.E. Shaw & Co
New York
$319K
MG
264
MDE Group
New Jersey
$310K -$3.03K -64 -1%
WPC
265
Waters Parkerson & Co
Louisiana
$302K
CONA
266
Capital One National Association
New York
$301K -$73.5K -1,552 -20%
LJAC
267
L.J. Altfest & Co
New York
$296K +$659K +13,927 New
CBN
268
Cadence Bank NA
Texas
$286K +$10.4K +219 +4%
OA
269
OFI Advisors
Pennsylvania
$283K +$3.13K +66 +1%
QCMC
270
Quantum Capital Management (California)
California
$279K +$44.9K +948 +19%
MCM
271
Murphy Capital Management
New Jersey
$278K -$61.6K -1,301 -18%
ACP
272
Ashfield Capital Partners
California
$278K -$38.5K -814 -12%
Bank of Nova Scotia
273
Bank of Nova Scotia
Ontario, Canada
$276K
HIMCH
274
Hartford Investment Management Co (HIMCO)
Connecticut
$276K +$275K +5,813 New
SIC
275
Shoker Investment Counsel
Ohio
$274K +$273K +5,760 New

HSBC Hedge Fund Activity: Q4 2013 in Review

385 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2013, worth a combined $7.12B — up 3.5% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HSBC positions and 27 closed out — a net gain of 30 holders — while 154 added to existing stakes and 112 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $77.1M. The largest seller was ING Group, exiting entirely with an estimated $220M sold.

  • 385 institutional investors held HSBC (HSBC) as of Q4 2013, up from 360 in Q3 2013.
  • Funds reported $7.12B of HSBC stock for Q4 2013, up 3.5% quarter-over-quarter.
  • 57 funds opened new HSBC positions in Q4 2013 and 27 closed out, a net change of +30 holders.
  • The largest HSBC buyer in Q4 2013 was Royal Bank of Canada, an estimated $77.1M added.
  • The largest HSBC seller in Q4 2013 was ING Group, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2013.