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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
YWP
251
YorkBridge Wealth Partners
New York
$286K +$19K +400 +7%
HCM
252
Hodges Capital Management
Texas
$284K -$58.4K -1,227 -16%
CONA
253
Capital One National Association
New York
$283K +$381 +8 +0.1%
CWM
254
Cornerstone Wealth Management
Missouri
$282K -$2.81K -59 -0.9%
WA
255
WealthTrust Axiom
Pennsylvania
$280K +$300K +6,306 New
PFBT
256
Parkside Financial Bank & Trust
Missouri
$278K -$16.6K -349 -5%
SCM
257
SOL Capital Management
Maryland
$276K -$6.19K -130 -2%
FDS
258
First Dallas Securities
Texas
$272K -$42.5K -893 -13%
SMC
259
Smith, Moore & Co
Missouri
$270K -$6.04K -127 -2%
CSS
260
Cubist Systematic Strategies
Connecticut
$269K -$34.8K -732 -11%
State Street
261
State Street
Massachusetts
$267K -$30.6K -642 -10%
CA
262
Calton & Associates
Florida
$267K +$80.8K +1,699 +39%
MIC
263
Meridian Investment Counsel
California
$266K -$5.95K -125 -2%
FANJ
264
Financial Architects (New Jersey)
New Jersey
$263K +$496K +10,414 New
Manulife (Manufacturers Life Insurance)
265
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259K +$61K +1,282 +28%
SCM
266
Shelton Capital Management
Colorado
$258K +$276K +5,794 New
BCM
267
Bluefin Capital Management
New York
$257K -$121K -2,550 -31%
GG
268
Gofen & Glossberg
Illinois
$257K -$5.71K -120 -2%
OWA
269
One Wealth Advisors
California
$253K -$109K -2,293 -29%
RWP
270
RWA Wealth Partners
Massachusetts
$251K -$5.57K -117 -2%
Cetera Investment Advisers
271
Cetera Investment Advisers
Illinois
$246K -$35.6K -748 -12%
CWS
272
Cypress Wealth Services
California
$245K -$5.47K -115 -2%
MCM
273
MAI Capital Management
Ohio
$241K +$3.9K +82 +2%
PA
274
Parallel Advisors
California
$236K -$12.3K -259 -5%
IWP
275
Icon Wealth Partners
Texas
$234K -$30K -631 -11%

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.