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434 hedge funds and large institutions have $5.06B invested in HSBC in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 261 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more funds holding

Funds holding: 430434 (+4)

0.03% more ownership

Funds ownership: 0.54%0.57% (+0.03%)

0% more capital invested

Capital invested by funds: $5.06B → $5.06B (+$867K)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

56% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 261

71% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $233M

Holders
434
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
114
Reduced
261
Closed
49
Calls
$67.1M
Puts
$233M
Net Calls
-$166M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$229K +$87.2K +1,833 +55%
CB
277
Cadence Bank
Mississippi
$227K -$5.04K -106 -2%
KFC
278
Klingenstein Fields & Co
New York
$227K +$243K +5,108 New
Jones Financial Companies
279
Jones Financial Companies
Missouri
$224K -$68.8K -1,446 -22%
FIM
280
Freedom Investment Management
Connecticut
$224K -$45.8K -963 -16%
BAM
281
Belpointe Asset Management
Nevada
$224K +$240K +5,047 New
P
282
Pitcairn
Pennsylvania
$221K -$34.6K -727 -13%
PMG
283
ProVise Management Group
Florida
$221K -$4.9K -103 -2%
AHB
284
Abner Herrman & Brock
New Jersey
$211K -$4.71K -99 -2%
WIA
285
Wealthstreet Investment Advisors
Texas
$210K -$4.71K -99 -2%
HJGA
286
Hardman Johnston Global Advisors
Connecticut
$209K -$4.62K -97 -2%
NGA
287
Naples Global Advisors
Florida
$204K +$218K +4,583 New
Toronto Dominion Bank
288
Toronto Dominion Bank
Ontario, Canada
$196K +$15.5K +325 +8%
HNB
289
Huntington National Bank
Ohio
$186K -$904 -19 -0.5%
SWP
290
Stratos Wealth Partners
Ohio
$184K -$2.47K -52 -1%
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$183K +$12.8K +268 +7%
OIA
292
OneDigital Investment Advisors
Kansas
$179K -$18.7K -393 -9%
BPC
293
Banque Pictet & Cie
Switzerland
$175K -$20K -420 -2%
PNAA
294
Pictet North America Advisors
Switzerland
$175K -$20K -420 -2%
SSB
295
Sandy Spring Bank
Maryland
$163K +$136K +2,864 +355%
LWM
296
Lenox Wealth Management
Ohio
$160K +$40.9K +859 +32%
FIB
297
First Interstate Bank
Montana
$154K -$17K -357 -9%
TRCT
298
Tower Research Capital (TRC)
New York
$153K +$157K +3,298 +2,170%
Bessemer Group
299
Bessemer Group
New Jersey
$146K +$7.9K +166 +5%
APA
300
American Portfolios Advisors
New York
$143K +$17.1K +360 +13%

HSBC Hedge Fund Activity: Q1 2018 in Review

434 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2018, worth a combined $5.06B — up 0.02% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 49 closed out — a net gain of 7 holders — while 114 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $35.9M.

  • 434 institutional investors held HSBC (HSBC) as of Q1 2018, up from 430 in Q4 2017.
  • Funds reported $5.06B of HSBC stock for Q1 2018, up 0.02% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest HSBC buyer in Q1 2018 was Bank of America, an estimated $364M added.
  • The largest HSBC seller in Q1 2018 was Credit Suisse, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.