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385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 123

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.04% less ownership

Funds ownership: 1.73%1.7% (-0.04%)

0% less funds holding

Funds holding: 386385 (-1)

8% less capital invested

Capital invested by funds: $7.12B → $6.54B (-$578M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

34% less call options, than puts

Call options by funds: $215M | Put options by funds: $327M

Holders
385
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
44
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Apriem Advisors
California
$51K
LOCC
327
Lombard Odier & Cie (Canada)
Quebec, Canada
$51K
1832 Asset Management
328
1832 Asset Management
Ontario, Canada
$51K +$52.7K +1,161 New
AUB
329
Atlantic Union Bankshares
Virginia
$50K +$48.9K +1,078 New
CAW
330
Cornerstone Advisors (Washington)
Washington
$48K
HR
331
Howe & Rusling
New York
$46K +$8.03K +177 +20%
ST
332
SpiderRock Trading
Illinois
$42K
CTC
333
Central Trust Company
Missouri
$41K -$6.26K -138 -13%
HDIM
334
Hanson & Doremus Investment Management
Vermont
$41K
Schroder Investment Management Group
335
Schroder Investment Management Group
United Kingdom
$40.1K
TRCT
336
Tower Research Capital (TRC)
New York
$40K -$21.8K -480 -34%
DSC
337
Duncker Streett & Co
Missouri
$38K
JIC
338
Joel Isaacson & Co
New York
$38K
OC
339
Oakworth Capital
Alabama
$38K +$39.1K +862 New
WRM
340
Westport Resources Management
Connecticut
$37K -$11.3K -249 -23%
SNT
341
Security National Trust
West Virginia
$37K
H
342
Hexavest
Quebec, Canada
$34K
SF
343
Synovus Financial
Georgia
$33K
ATC
344
Adirondack Trust Company
New York
$31K
KT
345
Kanaly Trust
Texas
$28K +$8.85K +195 +43%
HCM
346
Horrell Capital Management
Arkansas
$27K +$27.8K +612 New
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$25K
FHA
348
First Horizon Advisors
Tennessee
$25K +$635 +14 +2%
WA
349
Waverly Advisors
Alabama
$24K -$3.81K -84 -13%
PFA
350
Paradigm Financial Advisors
Missouri
$22K -$50.6K -1,116 -69%

HSBC Hedge Fund Activity: Q1 2014 in Review

385 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2014, worth a combined $6.54B — down 8.1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HSBC positions and 44 closed out — a net gain of 2 holders — while 139 added to existing stakes and 123 trimmed.

The largest buyer was Bessemer Group, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 385 institutional investors held HSBC (HSBC) as of Q1 2014, down from 386 in Q4 2013.
  • Funds reported $6.54B of HSBC stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 46 funds opened new HSBC positions in Q1 2014 and 44 closed out, a net change of +2 holders.
  • The largest HSBC buyer in Q1 2014 was Bessemer Group, an estimated $103M added.
  • The largest HSBC seller in Q1 2014 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.