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349 hedge funds and large institutions have $4.32B invested in HSBC in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more capital invested

Capital invested by funds: $4.18B → $4.32B (+$139M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.07% less ownership

Funds ownership: 1.21%1.14% (-0.07%)

1% less funds holding

Funds holding: 354349 (-5)

28% less call options, than puts

Call options by funds: $115M | Put options by funds: $160M

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 186

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
124
Reduced
186
Closed
36
Calls
$115M
Puts
$160M
Net Calls
-$45.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
FNYS
326
First New York Securities
New York
$7.62K +$2.75K +66 +53%
CCS
327
Crosspoint Capital Strategies
California
$7K -$83 -2 -1%
Fiera Capital (Canada)
328
Fiera Capital (Canada)
Quebec, Canada
$6.25K -$1.49M -35,859 -19%
WOC
329
West Oak Capital
California
$6.23K -$83 -2 -1%
Federated Hermes
330
Federated Hermes
Pennsylvania
$6K -$16.9K -406 -74%
P
331
Palladiem
Pennsylvania
$6K -$83 -2 -1%
CFA
332
Carroll Financial Associates
North Carolina
$6K -$42 -1 -0.7%
M
333
MOTCO
Texas
$6K -$42 -1 -0.7%
BAM
334
Bruderman Asset Management
New York
$6K +$5.83K +140 New
EWM
335
Edge Wealth Management
New York
$5K -$42 -1 -0.8%
CAW
336
Cornerstone Advisors (Washington)
Washington
$5K +$1.96K +47 +62%
MFBTD
337
MB Financial Bank - Trust Department
Illinois
$5K +$4.83K +116 New
WA
338
Waverly Advisors
Alabama
$4K +$3.79K +91 New
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$4K +$4.21K +101 New
BNP Paribas Financial Markets
340
BNP Paribas Financial Markets
France
$3.67K -$2.53M -60,719 -100%
WCM
341
Wealthcare Capital Management
Virginia
$3K -$4.33K -104 -57%
AssetMark Inc
342
AssetMark Inc
California
$3K +$3K +72 New
GI
343
Gradient Investments
Minnesota
$2K -$37.9K -910 -96%
SEC
344
Seven Eight Capital
New York
$2K -$9.99K -240 -86%
RIA
345
Regal Investment Advisors
Michigan
$2K +$42 +1 +2%
KCPG
346
Kavar Capital Partners Group
Kansas
$2K +$2.17K +52 New
AT
347
Arden Trust
Delaware
$359 +$21.7K +521 +6%
Allianz Asset Management
348
Allianz Asset Management
Germany
-$47.7M -1,269,381 Closed
Mawer Investment Management
349
Mawer Investment Management
Alberta, Canada
-$21.4M -569,319 Closed
RG
350
Renaissance Group
Kentucky
-$11.2M -298,596 Closed

HSBC Hedge Fund Activity: Q2 2015 in Review

349 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2015, worth a combined $4.32B — up 3.3% from $4.18B a quarter earlier.

Fund positioning in HSBC was balanced in Q2 2015: 36 funds opened new positions, 36 closed out, 124 added to existing stakes and 186 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $32.6M. The largest seller was Capital Research Global Investors, cutting an estimated $81.4M.

  • 349 institutional investors held HSBC (HSBC) as of Q2 2015, down from 354 in Q1 2015.
  • Funds reported $4.32B of HSBC stock for Q2 2015, up 3.3% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q2 2015 and 36 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q2 2015 was Millennium Management, an estimated $32.6M added.
  • The largest HSBC seller in Q2 2015 was Capital Research Global Investors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2015.