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HSBC
HSBC

304 hedge funds and large institutions have $3.24B invested in HSBC in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 85 increasing their positions, 179 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10% more capital invested

Capital invested by funds: $2.95B → $3.24B (+$290M)

0.11% less ownership

Funds ownership: 1.08% → 0.97% (-0.11%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

2% less funds holding

Funds holding: 310 → 304 (-6)

53% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 179

59% less call options, than puts

Call options by funds: $71.7M | Put options by funds: $175M

Holders
304
Holders Change
-6
Holders Change %
-1.94%
% of All Funds
8.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
39
Increased
85
Reduced
179
Closed
41
Calls
$71.7M
Puts
$175M
Net Calls
-$104M
Net Calls Change
-$36.8M

Top Buyers

1
SCM
Segantii Capital Management
Hong Kong
+$34.7M
2
CCM
Cullen Capital Management
New York
+$29M
3
NMC
Nine Masts Capital
Hong Kong
+$16.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.8M

Top Sellers

1
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$60.3M
2
Bessemer Group
Bessemer Group
New Jersey
-$56.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$56.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$56.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
326
Trillium Asset Management
Massachusetts
– -$258K -9,245 Closed
FAAS
327
First Allied Advisory Services
California
– -$260K -9,141 Closed
RIL
328
Rothschild Investment LLC
Illinois
– -$240K -8,588 Closed
ED
329
Exane Derivatives
France
– -$131K -4,714 Closed
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
– -$83K -3,000 Closed
MCM
331
Manchester Capital Management
Vermont
– -$59K -2,133 Closed
LNB
332
Ledyard National Bank
– -$33K -1,200 Closed
1832 Asset Management
333
1832 Asset Management
Ontario, Canada
– -$24K -857 Closed
HCM
334
Horrell Capital Management
Arkansas
– -$19K -675 Closed
CFA
335
Camarda Financial Advisors
Florida
– -$9K -320 Closed
FFC
336
First Financial Corp
Indiana
– -$8K -269 Closed
SCM
337
Southport Capital Management
Tennessee
– -$6K -224 Closed
ECM
338
Exchange Capital Management
Michigan
– -$5K -168 Closed
PWM
339
Perigon Wealth Management
California
– -$5K -168 Closed
RWG
340
Regal Wealth Group
California
– -$4K -158 Closed
Macquarie Group
341
Macquarie Group
Australia
– -$2K -90 Closed
SEC
342
Seven Eight Capital
New York
– -$1K -40 Closed
PRS
343
Pinkerton Retirement Specialists
Idaho
– -$1K -34 Closed
HS
344
Horan Securities
United States
– +$31 +1 New
10 11 12 13
14

HSBC Hedge Fund Activity: Q3 2016 in Review

304 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2016, worth a combined $3.24B — up 9.8% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of HSBC and 39 opened new positions — a net loss of 2 holders — while 179 trimmed existing stakes and 85 added.

The largest buyer was Segantii Capital Management, adding an estimated $34.7M. The largest seller was Capstone Investment Advisors, exiting entirely with an estimated $60.3M sold.

  • 304 institutional investors held HSBC (HSBC) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.24B of HSBC stock for Q3 2016, up 9.8% quarter-over-quarter.
  • 39 funds opened new HSBC positions in Q3 2016 and 41 closed out, a net change of -2 holders.
  • The largest HSBC buyer in Q3 2016 was Segantii Capital Management, an estimated $34.7M added.
  • The largest HSBC seller in Q3 2016 was Capstone Investment Advisors, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2016.