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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
RJT
251
Raymond James Trust
Florida
$314K +$2.08K +46 +0.7%
State Street
252
State Street
Massachusetts
$313K
BIM
253
Bridgecreek Investment Management
Oklahoma
$312K -$297K -6,567 -50%
PFBT
254
Parkside Financial Bank & Trust
Missouri
$311K +$7.64K +169 +3%
BFS
255
Bradley Foster & Sargent
Connecticut
$310K
LJAC
256
L.J. Altfest & Co
New York
$310K +$594K +13,133 New
Jones Financial Companies
257
Jones Financial Companies
Missouri
$305K -$130K -2,876 -31%
CWM
258
Cornerstone Wealth Management
Missouri
$301K -$8.18K -181 -3%
CONA
259
Capital One National Association
New York
$300K +$38.8K +859 +16%
SCM
260
SOL Capital Management
Maryland
$299K -$73.8K -1,633 -20%
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$295K +$32.6K +722 +13%
SMC
262
Smith, Moore & Co
Missouri
$293K -$10.9K -242 -4%
MIC
263
Meridian Investment Counsel
California
$289K
FIM
264
Freedom Investment Management
Connecticut
$284K -$136K -3,008 -33%
GG
265
Gofen & Glossberg
Illinois
$278K -$4.97K -110 -2%
NFA
266
Nuveen Fund Advisors
Illinois
$276K -$248K -5,485 -48%
YWP
267
YorkBridge Wealth Partners
New York
$276K +$31.2K +690 +13%
PAM
268
PVG Asset Management
Colorado
$275K +$264K +5,839 New
IWP
269
Icon Wealth Partners
Texas
$272K +$261K +5,765 New
RWP
270
RWA Wealth Partners
Massachusetts
$271K
P
271
Pitcairn
Pennsylvania
$268K +$11.9K +264 +5%
CWS
272
Cypress Wealth Services
California
$265K +$254K +5,619 New
PA
273
Parallel Advisors
California
$263K
BWAM
274
Boyd Watterson Asset Management
Ohio
$258K +$7.01K +155 +3%
MCM
275
MAI Capital Management
Ohio
$252K

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.