We are live on ! Find out more

387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
326
Shine Investment Advisory Services
Colorado
$33K +$2.65K +60 +9%
JFGIW
327
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K -$23.8K -539 -43%
HCM
328
Horrell Capital Management
Arkansas
$32K +$619 +14 +2%
AIP
329
Ameritas Investment Partners
Nebraska
$31K
ATC
330
Adirondack Trust Company
New York
$30K
FANJ
331
Financial Architects (New Jersey)
New Jersey
$30K +$29.7K +672 New
SQA
332
Simon Quick Advisors
New Jersey
$28K
CFA
333
Carroll Financial Associates
North Carolina
$27K +$4.47K +101 +20%
SSB
334
Sandy Spring Bank
Maryland
$26K +$25.9K +586 New
CAW
335
Cornerstone Advisors (Washington)
Washington
$25K +$3.54K +80 +17%
LJHT
336
Laurie J. Hall Trustee
$25K
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$24K
CIM
338
Contravisory Investment Management
Massachusetts
$23K +$22.2K +503 New
TDC
339
Thompson Davis & Co
Virginia
$18K -$7.52K -170 -30%
WTB
340
Washington Trust Bank
Washington
$18K +$9.69K +219 +116%
FPB
341
First PREMIER Bank
South Dakota
$17K
CHP
342
Cable Hill Partners
Oregon
$17K +$15.2K +344 +819%
AC
343
Alexandria Capital
Virginia
$16K
Nisa Investment Advisors
344
Nisa Investment Advisors
Missouri
$15K -$1.86K -42 -10%
AA
345
AlphaMark Advisors
Kentucky
$15K
DSC
346
Duncker Streett & Co
Missouri
$15K
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$15K
VFA
348
Valeo Financial Advisors
Indiana
$15K +$14.5K +328 New
BWM
349
Baystate Wealth Management
Massachusetts
$14K +$13.3K +301 New
MFW
350
Mosaic Family Wealth
Missouri
$14K +$13.8K +312 New

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.