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HSBC
HSBC

304 hedge funds and large institutions have $3.24B invested in HSBC in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 85 increasing their positions, 179 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10% more capital invested

Capital invested by funds: $2.95B → $3.24B (+$290M)

0.11% less ownership

Funds ownership: 1.08% → 0.97% (-0.11%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

2% less funds holding

Funds holding: 310 → 304 (-6)

53% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 179

59% less call options, than puts

Call options by funds: $71.7M | Put options by funds: $175M

Holders
304
Holders Change
-6
Holders Change %
-1.94%
% of All Funds
8.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
39
Increased
85
Reduced
179
Closed
41
Calls
$71.7M
Puts
$175M
Net Calls
-$104M
Net Calls Change
-$36.8M

Top Buyers

1
SCM
Segantii Capital Management
Hong Kong
+$34.7M
2
CCM
Cullen Capital Management
New York
+$29M
3
NMC
Nine Masts Capital
Hong Kong
+$16.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.8M

Top Sellers

1
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$60.3M
2
Bessemer Group
Bessemer Group
New Jersey
-$56.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$56.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$56.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
301
West Oak Capital
California
$527 -$31 -1 -6%
SIC
302
Salem Investment Counselors
North Carolina
$462 +$42.7K +1,360 New
SBL
303
Sargent Bickham Lagudis
Colorado
$31 -$377 -12 -1%
Capstone Investment Advisors
304
Capstone Investment Advisors
New York
– -$60.3M -2,161,271 Closed
Arrowstreet Capital
305
Arrowstreet Capital
Massachusetts
– -$56.4M -2,020,973 Closed
TGI
306
Tradewinds Global Investors
California
– -$17.2M -616,185 Closed
Marshall Wace
307
Marshall Wace
United Kingdom
– -$14.3M -514,235 Closed
AL
308
Airain Ltd
Guernsey
– -$6.43M -230,559 Closed
AAM
309
Aberdeen Asset Management
United Kingdom
– -$5.62M -201,515 Closed
TH
310
Timber Hill
Connecticut
– -$3.08M -98,087 Closed
QIM
311
Quantitative Investment Management
Virginia
– -$1.94M -69,475 Closed
RhumbLine Advisers
312
RhumbLine Advisers
Massachusetts
– -$1.38M -49,304 Closed
Jane Street
313
Jane Street
New York
– -$1.31M -47,112 Closed
Walleye Trading
314
Walleye Trading
New York
– -$1.35M -43,022 Closed
Group One Trading
315
Group One Trading
Illinois
– -$1.34M -42,602 Closed
MM
316
Midas Management
New York
– -$1.16M -41,640 Closed
Capital Fund Management (CFM)
317
Capital Fund Management (CFM)
France
– -$993K -35,605 Closed
Voloridge Investment Management
318
Voloridge Investment Management
Florida
– -$639K -22,896 Closed
AT
319
Arden Trust
Delaware
– -$454 -16,283 Closed
LMGAM
320
Liberty Mutual Group Asset Management
Massachusetts
– -$447K -16,019 Closed
AI
321
Ariel Investments
Illinois
– -$399K -14,310 Closed
DCM
322
Dynamic Capital Management
Jersey
– -$316K -11,336 Closed
TSS
323
Two Sigma Securities
New York
– -$307K -11,013 Closed
BCM
324
BlueCrest Capital Management
Jersey
– -$266K -9,540 Closed
IIM
325
Ipswich Investment Management
Massachusetts
– -$263K -9,412 Closed
10 11 12
13
14

HSBC Hedge Fund Activity: Q3 2016 in Review

304 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2016, worth a combined $3.24B — up 9.8% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of HSBC and 39 opened new positions — a net loss of 2 holders — while 179 trimmed existing stakes and 85 added.

The largest buyer was Segantii Capital Management, adding an estimated $34.7M. The largest seller was Capstone Investment Advisors, exiting entirely with an estimated $60.3M sold.

  • 304 institutional investors held HSBC (HSBC) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.24B of HSBC stock for Q3 2016, up 9.8% quarter-over-quarter.
  • 39 funds opened new HSBC positions in Q3 2016 and 41 closed out, a net change of -2 holders.
  • The largest HSBC buyer in Q3 2016 was Segantii Capital Management, an estimated $34.7M added.
  • The largest HSBC seller in Q3 2016 was Capstone Investment Advisors, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2016.