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349 hedge funds and large institutions have $4.32B invested in HSBC in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more capital invested

Capital invested by funds: $4.18B → $4.32B (+$139M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.07% less ownership

Funds ownership: 1.21%1.14% (-0.07%)

1% less funds holding

Funds holding: 354349 (-5)

28% less call options, than puts

Call options by funds: $115M | Put options by funds: $160M

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 186

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
124
Reduced
186
Closed
36
Calls
$115M
Puts
$160M
Net Calls
-$45.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
301
Adirondack Trust Company
New York
$27K -$292 -7 -1%
ST
302
Spot Trading
Illinois
$26K -$696K -16,721 -96%
HCM
303
Horrell Capital Management
Arkansas
$25K +$292 +7 +1%
CFG
304
CKW Financial Group
Hawaii
$25K +$5.29K +127 +25%
AC
305
Alexandria Capital
Virginia
$23K +$15.8K +380 +186%
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$11.2K +268 +113%
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$19.8K +$18.2K +437 New
Manulife (Manufacturers Life Insurance)
308
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.3K -$77.8K -1,867 -0.4%
SF
309
Synovus Financial
Georgia
$18K -$17K -408 -48%
TDC
310
Thompson Davis & Co
Virginia
$18K -$1.17K -28 -6%
QAM
311
QCI Asset Management
New York
$14K -$20.6K -495 -59%
DSC
312
Duncker Streett & Co
Missouri
$13K -$14.2K -342 -51%
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$13K -$167 -4 -1%
S
314
SignatureFD
Georgia
$13K +$10.8K +259 +463%
CG
315
Colony Group
Massachusetts
$12K -$34.7K -832 -73%
IWC
316
Integrated Wealth Counsel
California
$12K -$2.5K -60 -17%
Canada Life
317
Canada Life
Manitoba, Canada
$12K -$125 -3 -1%
DAM
318
Delta Asset Management
Tennessee
$11K -$125 -3 -1%
FNBT
319
FineMark National Bank & Trust
Florida
$11K -$125 -3 -1%
LWA
320
Lenox Wealth Advisors
New York
$10K -$125 -3 -1%
QCG
321
Quadrant Capital Group
Ohio
$10K +$12.3K +295 New
AWS
322
Aris Wealth Services
Pennsylvania
$9K -$1.5K -36 -14%
HPBT
323
High Point Bank & Trust
North Carolina
$9K -$125 -3 -1%
NCM
324
Nelson Capital Management
California
$9K -$125 -3 -1%
TF
325
Tompkins Financial
New York
$9K +$4.04K +97 +72%

HSBC Hedge Fund Activity: Q2 2015 in Review

349 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2015, worth a combined $4.32B — up 3.3% from $4.18B a quarter earlier.

Fund positioning in HSBC was balanced in Q2 2015: 36 funds opened new positions, 36 closed out, 124 added to existing stakes and 186 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $32.6M. The largest seller was Capital Research Global Investors, cutting an estimated $81.4M.

  • 349 institutional investors held HSBC (HSBC) as of Q2 2015, down from 354 in Q1 2015.
  • Funds reported $4.32B of HSBC stock for Q2 2015, up 3.3% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q2 2015 and 36 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q2 2015 was Millennium Management, an estimated $32.6M added.
  • The largest HSBC seller in Q2 2015 was Capital Research Global Investors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2015.