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360 hedge funds and large institutions have $6.88B invested in HSBC in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

7% more capital invested

Capital invested by funds: $6.44B → $6.88B (+$435M)

0% more ownership

Funds ownership: 1.7%1.7% (+0%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less funds holding

Funds holding: 362360 (-2)

15% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $90.1M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
360
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.29%
New
33
Increased
144
Reduced
104
Closed
33
Calls
$76.4M
Puts
$90.1M
Net Calls
-$13.7M
Net Calls Change
-$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QCMC
276
Quantum Capital Management (California)
California
$231K -$35K -737 -13%
JIC
277
Johnson Investment Counsel
Ohio
$231K +$1.66K +35 +0.7%
IB
278
Intrust Bank
Kansas
$230K -$73.6K -1,552 -24%
RJT
279
Raymond James Trust
Florida
$227K +$11.6K +244 +5%
Capstone Investment Advisors
280
Capstone Investment Advisors
New York
$227K +$231K +4,874 New
DCM
281
Dynamic Capital Management
Jersey
$226K -$552K -11,640 -71%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$218K +$221K +4,654 New
GAAM
283
Guinness Atkinson Asset Management
California
$213K
TI
284
Turner Investments
Pennsylvania
$205K -$155K -3,262 -43%
LTFS
285
Ladenburg Thalmann Financial Services
Florida
$204K +$9.11K +192 +5%
RB
286
Rodgers Brothers
Pennsylvania
$204K +$207K +4,356 New
AIG
287
American International Group
New York
$199K -$4.79K -101 -2%
HCC
288
Hirtle Callaghan & Co
Pennsylvania
$197K +$200K +4,216 New
ST
289
Smithfield Trust
Pennsylvania
$195K -$74.9K -1,578 -28%
RNS
290
Robert N. Shapiro
$188K -$5.5K -116 -3%
FCM
291
Forester Capital Management
Illinois
$184K -$51.8K -1,091 -22%
M&T Bank
292
M&T Bank
New York
$132K +$332 +7 +0.2%
RIM
293
Ranger International Management
Illinois
$128K -$350K -7,381 -73%
FNBT
294
FineMark National Bank & Trust
Florida
$126K -$66.9K -1,410 -34%
Federated Hermes
295
Federated Hermes
Pennsylvania
$120K +$107K +2,255 +747%
JRP
296
Jasper Ridge Partners
California
$110K
EWM
297
Evercore Wealth Management
New York
$108K +$16.2K +341 +17%
LIA
298
LS Investment Advisors
Michigan
$102K +$854 +18 +0.8%
LNB
299
Ledyard National Bank
$96K -$11.8K -249 -11%
PSUF
300
People's United Financial
Connecticut
$95K

HSBC Hedge Fund Activity: Q3 2013 in Review

360 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2013, worth a combined $6.88B — up 6.7% from $6.44B a quarter earlier.

Fund positioning in HSBC was balanced in Q3 2013: 33 funds opened new positions, 33 closed out, 144 added to existing stakes and 104 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $74.8M. The largest seller was Capital International Investors, cutting an estimated $42.4M.

  • 360 institutional investors held HSBC (HSBC) as of Q3 2013, down from 362 in Q2 2013.
  • Funds reported $6.88B of HSBC stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 33 funds opened new HSBC positions in Q3 2013 and 33 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q3 2013 was Wellington Management Group, an estimated $74.8M added.
  • The largest HSBC seller in Q3 2013 was Capital International Investors, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2013.