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430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
276
Cadence Bank
Mississippi
$246K +$236K +5,217 New
SCM
277
Schnieders Capital Management
California
$244K +$234K +5,177 New
GIM
278
Granahan Investment Management
Massachusetts
$242K -$62.3K -1,379 -21%
PMG
279
ProVise Management Group
Florida
$239K +$6.51K +144 +3%
AHB
280
Abner Herrman & Brock
New Jersey
$229K -$4.43K -98 -2%
WIA
281
Wealthstreet Investment Advisors
Texas
$227K +$218K +4,817 New
HJGA
282
Hardman Johnston Global Advisors
Connecticut
$226K
CA
283
Calton & Associates
Florida
$217K +$195K +4,315 New
QCMC
284
Quantum Capital Management (California)
California
$216K -$5.29K -117 -2%
IIM
285
Ipswich Investment Management
Massachusetts
$216K
Manulife (Manufacturers Life Insurance)
286
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$215K +$51.7K +1,143 +34%
WB
287
WesBanco Bank
West Virginia
$214K -$2.94K -65 -1%
WC
288
Weil Company
California
$212K +$204K +4,504 New
CSIC
289
Clifford Swan Investment Counsel
California
$211K -$588 -13 -0.3%
FAIM
290
Financial Advocates Investment Management
Washington
$211K +$202K +4,475 New
HH
291
Hilltop Holdings
Texas
$209K +$200K +4,424 New
DCM
292
Dynamic Capital Management
Jersey
$209K +$200K +4,428 New
PVWM
293
Point View Wealth Management
New Jersey
$208K -$29.4K -651 -13%
Mariner
294
Mariner
Kansas
$208K -$2.13K -47 -1%
OIA
295
OneDigital Investment Advisors
Kansas
$208K
MWM
296
Modera Wealth Management
New Jersey
$207K +$198K +4,378 New
RCA
297
Rowland Carmichael Advisors
Arizona
$205K +$196K +4,346 New
DIM
298
DC Investments Management
Virginia
$200K +$191K +4,232 New
HNB
299
Huntington National Bank
Ohio
$198K +$25.5K +565 +16%
SWP
300
Stratos Wealth Partners
Ohio
$198K +$190K +4,201 New

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.