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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WIS
251
Wright Investors Service
Connecticut
$278K -$1.46K -33 -0.5%
MIC
252
Meridian Investment Counsel
California
$276K
GG
253
Gofen & Glossberg
Illinois
$271K -$7.25K -164 -3%
LWA
254
Lowe Wealth Advisors
Maryland
$263K -$3.41K -77 -1%
RWP
255
RWA Wealth Partners
Massachusetts
$260K +$254K +5,753 New
FWIA
256
Fort Washington Investment Advisors
Ohio
$253K
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$249K -$22.2K -501 -8%
CONA
258
Capital One National Association
New York
$248K -$8.31K -188 -3%
PA
259
Parallel Advisors
California
$245K +$2.21K +50 +0.9%
P
260
Pitcairn
Pennsylvania
$244K +$240K +5,422 New
MCM
261
MAI Capital Management
Ohio
$241K
BWAM
262
Boyd Watterson Asset Management
Ohio
$240K -$14.3K -324 -6%
B
263
BancorpSouth
Mississippi
$236K
VFPI
264
Vantage Financial Partners (Illinois)
Illinois
$236K +$77K +1,742 New
YWP
265
YorkBridge Wealth Partners
New York
$233K +$88 +2 +0%
PVWM
266
Point View Wealth Management
New Jersey
$229K
AHB
267
Abner Herrman & Brock
New Jersey
$224K
Pacer Advisors
268
Pacer Advisors
Pennsylvania
$224K
PMG
269
ProVise Management Group
Florida
$222K
QSS
270
Quantitative Systematic Strategies
Florida
$221K +$217K +4,898 New
KFC
271
Klingenstein Fields & Co
New York
$218K
GLRA
272
Gerald L. Ray & Associates
Texas
$217K
HJGA
273
Hardman Johnston Global Advisors
Connecticut
$216K -$16.1K -364 -7%
QCMC
274
Quantum Capital Management (California)
California
$212K +$208K +4,698 New
Verition Fund Management
275
Verition Fund Management
Connecticut
$209K +$204K +4,623 New

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.