HSBC
HSBC
376 hedge funds and large institutions have $5.91B invested in HSBC in 2014 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 133 increasing their positions, 130 reducing their positions, and 33 closing their positions.
3% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 33
2% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 130
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.06% less ownership
Funds ownership: 1.54% → 1.49% (-0.06%)
1% less funds holding
Funds holding: 379 → 376 (-3)
4% less capital invested
Capital invested by funds: $6.14B → $5.91B (-$228M)
68% less call options, than puts
Call options by funds: $90.3M | Put options by funds: $280M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$63.9M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$50.2M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$45M |
| 4 |
JP Morgan Chase
New York
|
+$23.9M |
| 5 |
Bank of New York Mellon
New York
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$86.4M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$56.8M |
| 3 |
Lazard Asset Management
New York
|
-$54.5M |
| 4 |
Fayez Sarofim & Co
Houston,
Texas
|
-$37M |
| 5 |
Renaissance Technologies
New York
|
-$36.5M |
HSBC Hedge Fund Activity: Q3 2014 in Review
376 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2014, worth a combined $5.91B — down 3.7% from $6.14B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HSBC positions and 33 closed out — a net gain of 1 holder — while 133 added to existing stakes and 130 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $63.9M. The largest seller was Northern Trust, cutting an estimated $86.4M.
- 376 institutional investors held HSBC (HSBC) as of Q3 2014, down from 379 in Q2 2014.
- Funds reported $5.91B of HSBC stock for Q3 2014, down 3.7% quarter-over-quarter.
- 34 funds opened new HSBC positions in Q3 2014 and 33 closed out, a net change of +1 holder.
- The largest HSBC buyer in Q3 2014 was Fidelity Investments, an estimated $63.9M added.
- The largest HSBC seller in Q3 2014 was Northern Trust, an estimated $86.4M sold.
Based on aggregated 13F filings for Q3 2014.