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360 hedge funds and large institutions have $6.88B invested in HSBC in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

7% more capital invested

Capital invested by funds: $6.44B → $6.88B (+$435M)

0% more ownership

Funds ownership: 1.7%1.7% (+0%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less funds holding

Funds holding: 362360 (-2)

15% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $90.1M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
360
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.29%
New
33
Increased
144
Reduced
104
Closed
33
Calls
$76.4M
Puts
$90.1M
Net Calls
-$13.7M
Net Calls Change
-$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
Synovus Financial
Georgia
$35K
ATC
327
Adirondack Trust Company
New York
$33K
DSC
328
Duncker Streett & Co
Missouri
$32K
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$26K -$6.69K -141 -20%
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$25K +$5.46K +115 +28%
PSI
331
Pinnacle Summer Investments
Virginia
$24K
HI
332
Hudock Inc
Pennsylvania
$22K
WAM
333
Wolverine Asset Management
Illinois
$21K
Manulife (Manufacturers Life Insurance)
334
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.9K +$10.5M +221,964 +158%
FHA
335
First Horizon Advisors
Tennessee
$16K +$6.55K +138 +70%
TCOV
336
Trust Company of Vermont
Vermont
$15K -$30.1K -634 -67%
Walleye Trading
337
Walleye Trading
New York
$15K +$15.7K +331 New
NCM
338
Nelson Capital Management
California
$11K
HPBT
339
High Point Bank & Trust
North Carolina
$10K
OSNBOA
340
Old Second National Bank of Aurora
Illinois
$10K
PAS
341
Partnervest Advisory Services
California
$10K
SSB
342
Sandy Spring Bank
Maryland
$9K
TRCT
343
Tower Research Capital (TRC)
New York
$8K -$60.3K -1,270 -88%
BFEC
344
Benjamin F. Edwards & Company
Missouri
$8K
EU
345
Emory University
Georgia
$8K
MCM
346
Manchester Capital Management
Vermont
$8K
WA
347
Waverly Advisors
Alabama
$8K +$7.83K +165 New
WOC
348
West Oak Capital
California
$7.54K
M
349
MOTCO
Texas
$7K
AC
350
Alexandria Capital
Virginia
$5K

HSBC Hedge Fund Activity: Q3 2013 in Review

360 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2013, worth a combined $6.88B — up 6.7% from $6.44B a quarter earlier.

Fund positioning in HSBC was balanced in Q3 2013: 33 funds opened new positions, 33 closed out, 144 added to existing stakes and 104 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $74.8M. The largest seller was Capital International Investors, cutting an estimated $42.4M.

  • 360 institutional investors held HSBC (HSBC) as of Q3 2013, down from 362 in Q2 2013.
  • Funds reported $6.88B of HSBC stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 33 funds opened new HSBC positions in Q3 2013 and 33 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q3 2013 was Wellington Management Group, an estimated $74.8M added.
  • The largest HSBC seller in Q3 2013 was Capital International Investors, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2013.