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360 hedge funds and large institutions have $6.88B invested in HSBC in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

7% more capital invested

Capital invested by funds: $6.44B → $6.88B (+$435M)

0% more ownership

Funds ownership: 1.7%1.7% (+0%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less funds holding

Funds holding: 362360 (-2)

15% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $90.1M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
360
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.29%
New
33
Increased
144
Reduced
104
Closed
33
Calls
$76.4M
Puts
$90.1M
Net Calls
-$13.7M
Net Calls Change
-$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
301
Plante Moran Financial Advisors
Michigan
$90K +$91.7K +1,932 New
NES
302
New England Securities
New York
$87K +$74.4K +1,567 +526%
MCM
303
Munder Capital Management
Michigan
$86K
AA
304
Apriem Advisors
California
$81K
JEW
305
Jamison Eaton & Wood
New Jersey
$72K +$73.6K +1,551 New
HRIA
306
Haberer Registered Investment Advisor
Ohio
$66K +$12.4K +261 +23%
VIMU
307
Veritas Investment Management (UK)
United Kingdom
$65K -$46.8K -987 -41%
BC
308
Bartlett & Co
Ohio
$64K +$1.71K +36 +3%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$62K -$47 -1 -0.1%
EWM
310
Elite Wealth Management
Washington
$59K -$154K -3,250 -72%
PTC
311
Private Trust Company
Ohio
$54K +$3.42K +72 +7%
CAW
312
Cornerstone Advisors (Washington)
Washington
$51K
WRM
313
Westport Resources Management
Connecticut
$51K
SC
314
StellarOne Corp
Virginia
$50K
HR
315
Howe & Rusling
New York
$50K +$1.19K +25 +2%
KTC
316
Kistler-Tiffany Companies
Pennsylvania
$46K
HF
317
Hoxton Financial
West Virginia
$44K -$18.9K -399 -30%
HDIM
318
Hanson & Doremus Investment Management
Vermont
$44K
WT
319
Whittier Trust
California
$43K
JIC
320
Joel Isaacson & Co
New York
$40K
SNT
321
Security National Trust
West Virginia
$40K +$40.5K +853 New
Schroder Investment Management Group
322
Schroder Investment Management Group
United Kingdom
$39.4K +$9.06K +191 +29%
BBHC
323
Brown Brothers Harriman & Co
New York
$38K
H
324
Hexavest
Quebec, Canada
$36K
CTC
325
Central Trust Company
Missouri
$35K

HSBC Hedge Fund Activity: Q3 2013 in Review

360 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2013, worth a combined $6.88B — up 6.7% from $6.44B a quarter earlier.

Fund positioning in HSBC was balanced in Q3 2013: 33 funds opened new positions, 33 closed out, 144 added to existing stakes and 104 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $74.8M. The largest seller was Capital International Investors, cutting an estimated $42.4M.

  • 360 institutional investors held HSBC (HSBC) as of Q3 2013, down from 362 in Q2 2013.
  • Funds reported $6.88B of HSBC stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 33 funds opened new HSBC positions in Q3 2013 and 33 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q3 2013 was Wellington Management Group, an estimated $74.8M added.
  • The largest HSBC seller in Q3 2013 was Capital International Investors, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2013.