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385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 123

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.04% less ownership

Funds ownership: 1.73%1.7% (-0.04%)

0% less funds holding

Funds holding: 386385 (-1)

8% less capital invested

Capital invested by funds: $7.12B → $6.54B (-$578M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

34% less call options, than puts

Call options by funds: $215M | Put options by funds: $327M

Holders
385
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
44
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
276
D.E. Shaw & Co
New York
$294K
MCM
277
Murphy Capital Management
New Jersey
$287K +$31.6K +696 +12%
HIMCH
278
Hartford Investment Management Co (HIMCO)
Connecticut
$279K +$25.5K +561 +10%
WPC
279
Waters Parkerson & Co
Louisiana
$278K
ACP
280
Ashfield Capital Partners
California
$277K +$21.1K +464 +8%
CIBC World Market
281
CIBC World Market
Ontario, Canada
$257K +$34.2K +753 +15%
B
282
BancorpSouth
Mississippi
$254K +$6.81K +150 +3%
HBWM
283
Hollow Brook Wealth Management
New York
$254K +$21.1K +464 +9%
SGH
284
Schonfeld Group Holdings
New York
$249K +$258K +5,687 New
JIC
285
Johnson Investment Counsel
Ohio
$248K -$67.6K -1,490 -21%
WC
286
Whitnell & Co
Illinois
$248K +$26.3K +580 +11%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$242K
SIC
288
Shoker Investment Counsel
Ohio
$237K -$15.5K -342 -6%
V
289
Veritable
Delaware
$225K -$12.9K -284 -5%
Chevy Chase Trust
290
Chevy Chase Trust
Maryland
$225K +$233K +5,138 New
RCAG
291
Rehmann Capital Advisory Group
Michigan
$219K -$171K -3,773 -43%
PNC
292
Park National Corp
Ohio
$215K -$28.2K -622 -11%
PVWM
293
Point View Wealth Management
New Jersey
$215K -$24.3K -536 -10%
DWT
294
Dorsey & Whitney Trust
South Dakota
$215K +$19.8K +436 +10%
AHB
295
Abner Herrman & Brock
New Jersey
$210K +$218K +4,801 New
GIA
296
GHP Investment Advisors
Colorado
$208K -$11.2K -246 -5%
MJP
297
Michael J. Puzo
$203K
BJL
298
Brighton Jones LLC
Washington
$200K +$207K +4,568 New
HCC
299
Hirtle Callaghan & Co
Pennsylvania
$185K
AIG
300
American International Group
New York
$168K -$20.2K -446 -10%

HSBC Hedge Fund Activity: Q1 2014 in Review

385 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2014, worth a combined $6.54B — down 8.1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HSBC positions and 44 closed out — a net gain of 2 holders — while 139 added to existing stakes and 123 trimmed.

The largest buyer was Bessemer Group, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 385 institutional investors held HSBC (HSBC) as of Q1 2014, down from 386 in Q4 2013.
  • Funds reported $6.54B of HSBC stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 46 funds opened new HSBC positions in Q1 2014 and 44 closed out, a net change of +2 holders.
  • The largest HSBC buyer in Q1 2014 was Bessemer Group, an estimated $103M added.
  • The largest HSBC seller in Q1 2014 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.