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385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 123

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.04% less ownership

Funds ownership: 1.73%1.7% (-0.04%)

0% less funds holding

Funds holding: 386385 (-1)

8% less capital invested

Capital invested by funds: $7.12B → $6.54B (-$578M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

34% less call options, than puts

Call options by funds: $215M | Put options by funds: $327M

Holders
385
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
44
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
301
Smithfield Trust
Pennsylvania
$163K -$12.8K -281 -7%
FCM
302
Forester Capital Management
Illinois
$162K -$11.3K -249 -6%
LTFS
303
Ladenburg Thalmann Financial Services
Florida
$161K -$35.6K -784 -18%
BC
304
Bartlett & Co
Ohio
$133K +$77.2K +1,702 +127%
WEC
305
Winslow Evans & Crocker
Massachusetts
$127K +$17.7K +389 +16%
BHB
306
Bank Hapoalim BM
Israel
$106K +$109K +2,399 New
CFG
307
CKW Financial Group
Hawaii
$104K -$2.4K -53 -2%
JRP
308
Jasper Ridge Partners
California
$103K
EWM
309
Evercore Wealth Management
New York
$102K -$312K -6,868 -75%
FNBT
310
FineMark National Bank & Trust
Florida
$102K -$14.5K -319 -12%
M&T Bank
311
M&T Bank
New York
$100K -$635 -14 -0.6%
LIA
312
LS Investment Advisors
Michigan
$97K -$11.4K -251 -10%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$94K +$4.67K +103 +5%
SSG
314
Summit Securities Group
New York
$91K +$94.8K +2,089 New
PSUF
315
People's United Financial
Connecticut
$89K
RNS
316
Robert N. Shapiro
$89K
VIMU
317
Veritas Investment Management (UK)
United Kingdom
$89K +$29K +639 +46%
TCM
318
Tradewinds Capital Management
Washington
$88K
LNB
319
Ledyard National Bank
$86K
WTB
320
Washington Trust Bank
Washington
$82K +$85.5K +1,884 New
MCM
321
Munder Capital Management
Michigan
$74K
HRIA
322
Haberer Registered Investment Advisor
Ohio
$62K
PTC
323
Private Trust Company
Ohio
$60K -$45 -1 -0.1%
MFS
324
MSI Financial Services
Massachusetts
$54K +$26.9K +593 +92%
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$53K +$10.2K +225 +23%

HSBC Hedge Fund Activity: Q1 2014 in Review

385 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2014, worth a combined $6.54B — down 8.1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HSBC positions and 44 closed out — a net gain of 2 holders — while 139 added to existing stakes and 123 trimmed.

The largest buyer was Bessemer Group, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 385 institutional investors held HSBC (HSBC) as of Q1 2014, down from 386 in Q4 2013.
  • Funds reported $6.54B of HSBC stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 46 funds opened new HSBC positions in Q1 2014 and 44 closed out, a net change of +2 holders.
  • The largest HSBC buyer in Q1 2014 was Bessemer Group, an estimated $103M added.
  • The largest HSBC seller in Q1 2014 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.