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349 hedge funds and large institutions have $4.32B invested in HSBC in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more capital invested

Capital invested by funds: $4.18B → $4.32B (+$139M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.07% less ownership

Funds ownership: 1.21%1.14% (-0.07%)

1% less funds holding

Funds holding: 354349 (-5)

28% less call options, than puts

Call options by funds: $115M | Put options by funds: $160M

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 186

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
124
Reduced
186
Closed
36
Calls
$115M
Puts
$160M
Net Calls
-$45.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
251
Rehmann Capital Advisory Group
Michigan
$233K -$6.66K -160 -3%
CWA
252
Cypress Wealth Advisors
California
$226K +$236K +5,657 New
FWCM
253
Ferguson Wellman Capital Management
Oregon
$218K -$6.62K -159 -3%
DTL
254
Dynamic Technology Lab
Singapore
$214K +$223K +5,366 New
PVWM
255
Point View Wealth Management
New Jersey
$212K +$13K +313 +6%
QCMC
256
Quantum Capital Management (California)
California
$210K -$29.7K -714 -12%
WPC
257
Waters Parkerson & Co
Louisiana
$209K +$217K +5,222 New
IWMPD
258
Integrated Wealth Management (Palm Desert)
California
$194K -$27.1K -651 -12%
HNB
259
Huntington National Bank
Ohio
$191K -$25.8K -619 -11%
AIG
260
American International Group
New York
$165K +$16.9K +406 +11%
KT
261
Kanaly Trust
Texas
$159K +$115K +2,751 +224%
SDIC
262
South Dakota Investment Council
South Dakota
$130K -$1.42K -34 -1%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$110K -$19.1K -458 -14%
EWM
264
Evercore Wealth Management
New York
$108K +$74K +1,776 +190%
LIA
265
LS Investment Advisors
Michigan
$92K +$1.17K +28 +1%
MCM
266
Manchester Capital Management
Vermont
$85K +$88.8K +2,133 New
MWP
267
MYCIO Wealth Partners
Pennsylvania
$81K -$916 -22 -1%
TCM
268
Tradewinds Capital Management
Washington
$80K +$22.5K +541 +37%
LNB
269
Ledyard National Bank
$76K -$833 -20 -1%
KTC
270
Kistler-Tiffany Companies
Pennsylvania
$75K +$17.1K +411 +28%
MCA
271
Mercer Capital Advisers
New Jersey
$69K +$916 +22 +1%
JWA
272
JFS Wealth Advisors
Pennsylvania
$68K -$583 -14 -0.8%
WTB
273
Washington Trust Bank
Washington
$63K +$8.75K +210 +15%
Victory Capital Management
274
Victory Capital Management
Texas
$62K -$708 -17 -1%
RWA
275
Ropes Wealth Advisors
Massachusetts
$61K -$666 -16 -1%

HSBC Hedge Fund Activity: Q2 2015 in Review

349 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2015, worth a combined $4.32B — up 3.3% from $4.18B a quarter earlier.

Fund positioning in HSBC was balanced in Q2 2015: 36 funds opened new positions, 36 closed out, 124 added to existing stakes and 186 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $32.6M. The largest seller was Capital Research Global Investors, cutting an estimated $81.4M.

  • 349 institutional investors held HSBC (HSBC) as of Q2 2015, down from 354 in Q1 2015.
  • Funds reported $4.32B of HSBC stock for Q2 2015, up 3.3% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q2 2015 and 36 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q2 2015 was Millennium Management, an estimated $32.6M added.
  • The largest HSBC seller in Q2 2015 was Capital Research Global Investors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2015.