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430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
301
Banque Pictet & Cie
Switzerland
$195K
PNAA
302
Pictet North America Advisors
Switzerland
$195K
Toronto Dominion Bank
303
Toronto Dominion Bank
Ontario, Canada
$193K +$12.5K +277 +7%
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$182K +$1.31K +29 +0.8%
FIB
305
First Interstate Bank
Montana
$180K
BNP Paribas Financial Markets
306
BNP Paribas Financial Markets
France
$173K -$276K -6,110 -63%
SPIA
307
Steward Partners Investment Advisory
New York
$157K +$15.9K +352 +12%
LSV Asset Management
308
LSV Asset Management
Illinois
$154K
ZB
309
Zions Bancorporation
Utah
$153K -$1.99K -44 -1%
CCM
310
Covington Capital Management
California
$147K +$14.8K +328 +12%
Bessemer Group
311
Bessemer Group
New Jersey
$147K +$52.9K +1,171 +60%
PGA
312
Premia Global Advisors
Florida
$139K +$133K +2,949 New
APA
313
American Portfolios Advisors
New York
$135K +$129K +2,859 New
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$132K +$8.59K +190 +7%
AWM
315
Aevitas Wealth Management
Massachusetts
$132K +$127K +2,802 New
WTC
316
WhitTier Trust Company
Nevada
$128K
LWM
317
Lenox Wealth Management
Ohio
$128K +$7.14K +158 +6%
LIA
318
LS Investment Advisors
Michigan
$125K +$1.22K +27 +1%
CC
319
Claybrook Capital
Massachusetts
$117K +$112K +2,484 New
LFA
320
Legacy Financial Advisors
Kentucky
$113K +$108K +2,398 New
PMFA
321
Plante Moran Financial Advisors
Michigan
$103K +$46.5K +1,028 +90%
BBA
322
Braun-Bostich & Associates
Pennsylvania
$100K +$95.4K +2,110 New
MCA
323
Mercer Capital Advisers
New Jersey
$94K +$859 +19 +1%
SWM
324
SeaCrest Wealth Management
New York
$92K +$87.8K +1,943 New
BTIS
325
BB&T Investment Services
North Carolina
$78K +$12K +266 +19%

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.