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430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
326
Arax Advisory Partners
Colorado
$76K +$452 +10 +0.6%
RWA
327
Ropes Wealth Advisors
Massachusetts
$75K +$4.29K +95 +6%
AC
328
Avestar Capital
New York
$72K +$83.2K +1,841 New
RFWA
329
RPg Family Wealth Advisory
Massachusetts
$71.3K +$9.86K +218 +17%
IDBONY
330
Israel Discount Bank of New York
New York
$68K -$1.22K -27 -2%
GWM
331
Geneos Wealth Management
Colorado
$64K +$6.96K +154 +13%
SIC
332
Salem Investment Counselors
North Carolina
$63K
WA
333
Winfield Associates
Ohio
$63K
BlackRock
334
BlackRock
New York
$60K
FRA
335
Front Row Advisors
California
$57K +$54.2K +1,199 New
KF
336
Krilogy Financial
Missouri
$56K -$9.9K -219 -16%
IWM
337
IHT Wealth Management
Illinois
$55K +$90 +2 +0.2%
CIM
338
Contravisory Investment Management
Massachusetts
$54K +$29.3K +647 +129%
CFG
339
Citizens Financial Group
Rhode Island
$52K
CFN
340
Cordasco Financial Network
Florida
$49K
OC
341
Oakworth Capital
Alabama
$49K
SP
342
SWS Partners
Ohio
$49K +$47.3K +1,047 New
EDRH
343
Edmond de Rothschild Holding
Switzerland
$47K
FHA
344
First Horizon Advisors
Tennessee
$47K
GRP
345
Global Retirement Partners
California
$45K
HDIM
346
Hanson & Doremus Investment Management
Vermont
$42K
SBL
347
Sargent Bickham Lagudis
Colorado
$42K
SSB
348
Sandy Spring Bank
Maryland
$38K +$9.99K +221 +38%
CT
349
CPF Texas
Texas
$38K +$36.6K +810 New
ADL
350
Asset Dedication LLC
California
$38K +$36.8K +815 New

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.