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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$87K +$29.2K +661 +52%
AAP
302
Arax Advisory Partners
Colorado
$73K -$5.75K -130 -7%
IDBONY
303
Israel Discount Bank of New York
New York
$67K -$1.24K -28 -2%
RWA
304
Ropes Wealth Advisors
Massachusetts
$67K
KF
305
Krilogy Financial
Missouri
$63K
BTIS
306
BB&T Investment Services
North Carolina
$62K +$1.37K +31 +2%
SIC
307
Salem Investment Counselors
North Carolina
$60K
WA
308
Winfield Associates
Ohio
$60K
RFWA
309
RPg Family Wealth Advisory
Massachusetts
$58.4K +$10K +227 +21%
BlackRock
310
BlackRock
New York
$57K -$9.69K -219 -15%
GWM
311
Geneos Wealth Management
Colorado
$54K +$487 +11 +0.9%
IWM
312
IHT Wealth Management
Illinois
$53K +$34K +768 +195%
PMFA
313
Plante Moran Financial Advisors
Michigan
$52K
CFG
314
Citizens Financial Group
Rhode Island
$49K
OC
315
Oakworth Capital
Alabama
$48K
CFN
316
Cordasco Financial Network
Florida
$47K
EDRH
317
Edmond de Rothschild Holding
Switzerland
$45K
FHA
318
First Horizon Advisors
Tennessee
$43K
GRP
319
Global Retirement Partners
California
$43K +$42.5K +960 New
HDIM
320
Hanson & Doremus Investment Management
Vermont
$40K
SBL
321
Sargent Bickham Lagudis
Colorado
$40K
BONST
322
Bank of Nova Scotia Trust
Ontario, Canada
$38K +$36.9K +834 New
ST
323
Smithfield Trust
Pennsylvania
$34K
H
324
Hexavest
Quebec, Canada
$33K
WA
325
WealthTrust-Arizona
Arizona
$33K

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.