We are live on ! Find out more

349 hedge funds and large institutions have $4.32B invested in HSBC in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more capital invested

Capital invested by funds: $4.18B → $4.32B (+$139M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.07% less ownership

Funds ownership: 1.21%1.14% (-0.07%)

1% less funds holding

Funds holding: 354349 (-5)

28% less call options, than puts

Call options by funds: $115M | Put options by funds: $160M

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 186

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
124
Reduced
186
Closed
36
Calls
$115M
Puts
$160M
Net Calls
-$45.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
276
FMA Advisory
Pennsylvania
$59K +$61.3K +1,473 New
AA
277
Apriem Advisors
California
$58K -$10.1K -242 -14%
MFS
278
MSI Financial Services
Massachusetts
$55K -$23.3K -560 -29%
CLOS
279
Compagnie Lombard Odier SCmA
Switzerland
$55K +$9.45K +227 +20%
FHA
280
First Horizon Advisors
Tennessee
$51K +$39.4K +945 +272%
BC
281
Bartlett & Co
Ohio
$50K -$71.4K -1,715 -58%
WEC
282
Winslow Evans & Crocker
Massachusetts
$48K +$15.6K +375 +45%
Schroder Investment Management Group
283
Schroder Investment Management Group
United Kingdom
$48K +$3.79K +91 +8%
LOT
284
Lombard Odier Transatlantic
Quebec, Canada
$45K -$500 -12 -1%
1832 Asset Management
285
1832 Asset Management
Ontario, Canada
$45K +$46.7K +1,122 New
BCMIO
286
Beacon Capital Management Inc (Ohio)
Ohio
$41K -$458 -11 -1%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$40K -$458 -11 -1%
NFG
288
Next Financial Group
Texas
$37K -$9.87K -237 -20%
JIC
289
Joel Isaacson & Co
New York
$37K -$416 -10 -1%
CTC
290
Central Trust Company
Missouri
$36K -$5.87K -141 -13%
HDIM
291
Hanson & Doremus Investment Management
Vermont
$36K -$416 -10 -1%
ASN
292
Advisory Services Network
Georgia
$34K -$8.58K -206 -19%
WRM
293
Westport Resources Management
Connecticut
$34K -$375 -9 -1%
GWM
294
Gupta Wealth Management
California
$34K +$32.4K +777 +1,554%
OC
295
Oakworth Capital
Alabama
$33K -$375 -9 -1%
CF
296
CenterStar Fund
Illinois
$32K
Simplex Trading
297
Simplex Trading
Illinois
$32K +$33.9K +815 New
RFA
298
Reilly Financial Advisors
California
$31K +$32.7K +786 New
H
299
Hexavest
Quebec, Canada
$30K -$333 -8 -1%
BL
300
Balentine LLC
Georgia
$28K +$1.17K +28 +4%

HSBC Hedge Fund Activity: Q2 2015 in Review

349 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2015, worth a combined $4.32B — up 3.3% from $4.18B a quarter earlier.

Fund positioning in HSBC was balanced in Q2 2015: 36 funds opened new positions, 36 closed out, 124 added to existing stakes and 186 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $32.6M. The largest seller was Capital Research Global Investors, cutting an estimated $81.4M.

  • 349 institutional investors held HSBC (HSBC) as of Q2 2015, down from 354 in Q1 2015.
  • Funds reported $4.32B of HSBC stock for Q2 2015, up 3.3% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q2 2015 and 36 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q2 2015 was Millennium Management, an estimated $32.6M added.
  • The largest HSBC seller in Q2 2015 was Capital Research Global Investors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2015.