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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
276
WesBanco Bank
West Virginia
$207K +$203K +4,595 New
IIM
277
Ipswich Investment Management
Massachusetts
$206K +$202K +4,572 New
ARTA
278
A.R.T. Advisors
New York
$205K +$202K +4,562 New
CSIC
279
Clifford Swan Investment Counsel
California
$202K +$198K +4,478 New
Mariner
280
Mariner
Kansas
$201K +$197K +4,452 New
OIA
281
OneDigital Investment Advisors
Kansas
$199K
BPC
282
Banque Pictet & Cie
Switzerland
$186K
PNAA
283
Pictet North America Advisors
Switzerland
$186K
EFSCE
284
Enterprise Financial Services Corp (EFSC)
Missouri
$173K +$2.74K +62 +2%
FIB
285
First Interstate Bank
Montana
$172K
Toronto Dominion Bank
286
Toronto Dominion Bank
Ontario, Canada
$172K +$24.6K +557 +17%
HNB
287
Huntington National Bank
Ohio
$164K +$6.63K +150 +4%
Manulife (Manufacturers Life Insurance)
288
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K -$40.6K -917 -21%
ZB
289
Zions Bancorporation
Utah
$149K +$115K +2,600 +375%
LSV Asset Management
290
LSV Asset Management
Illinois
$148K
TRCT
291
Tower Research Capital (TRC)
New York
$140K +$20.9K +472 +18%
SPIA
292
Steward Partners Investment Advisory
New York
$134K -$1.28K -29 -1%
FPS
293
Fieldpoint Private Securities
Connecticut
$127K +$125K +2,823 New
CCM
294
Covington Capital Management
California
$126K +$123K +2,791 New
WTC
295
WhitTier Trust Company
Nevada
$122K +$5.13K +116 +4%
IIC
296
Integrated Investment Consultants
Michigan
$121K
LIA
297
LS Investment Advisors
Michigan
$118K +$2.39K +54 +2%
WAM
298
Wealthspire Advisors (Maryland)
Maryland
$117K +$8.27K +187 +8%
LWM
299
Lenox Wealth Management
Ohio
$114K +$14.1K +319 +14%
MCA
300
Mercer Capital Advisers
New Jersey
$89K +$1.9K +43 +2%

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.