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434 hedge funds and large institutions have $5.06B invested in HSBC in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 261 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more funds holding

Funds holding: 430434 (+4)

0.03% more ownership

Funds ownership: 0.54%0.57% (+0.03%)

0% more capital invested

Capital invested by funds: $5.06B → $5.06B (+$867K)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

56% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 261

71% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $233M

Holders
434
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
114
Reduced
261
Closed
49
Calls
$67.1M
Puts
$233M
Net Calls
-$166M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
326
Israel Discount Bank of New York
New York
$63K -$1.38K -29 -2%
CIM
327
Contravisory Investment Management
Massachusetts
$61K +$10.2K +214 +19%
APP
328
Avantax Planning Partners
Iowa
$60K +$64K +1,344 New
RFWA
329
RPg Family Wealth Advisory
Massachusetts
$59.6K -$8.14K -171 -11%
BlackRock
330
BlackRock
New York
$59K +$2.14K +45 +4%
SIC
331
Salem Investment Counselors
North Carolina
$58K -$1.28K -27 -2%
CAM
332
CenterStar Asset Management
Illinois
$58K
GRP
333
Global Retirement Partners
California
$57K +$15.1K +318 +33%
FRA
334
Front Row Advisors
California
$53K -$190 -4 -0.3%
KF
335
Krilogy Financial
Missouri
$52K -$1.14K -24 -2%
CFG
336
Citizens Financial Group
Rhode Island
$52K +$3.95K +83 +8%
OC
337
Oakworth Capital
Alabama
$50K -$1.05K -22 -2%
MYIA
338
Mount Yale Investment Advisors
Colorado
$47K +$50.3K +1,056 New
CFN
339
Cordasco Financial Network
Florida
$46K -$999 -21 -2%
FPFS
340
First Personal Financial Services
North Carolina
$46K +$27.3K +574 +127%
DWM
341
Destination Wealth Management
California
$46K +$48.9K +1,027 New
EDRH
342
Edmond de Rothschild Holding
Switzerland
$43K -$999 -21 -2%
FHA
343
First Horizon Advisors
Tennessee
$43K -$952 -20 -2%
SF
344
Synovus Financial
Georgia
$41K +$44.3K +931 New
HDIM
345
Hanson & Doremus Investment Management
Vermont
$39K -$857 -18 -2%
SBL
346
Sargent Bickham Lagudis
Colorado
$39K -$857 -18 -2%
UBS AM
347
UBS AM
Illinois
$36.3K +$4K +84 +11%
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K +$3.62K +76 +11%
MGIA
349
Moneta Group Investment Advisors
Missouri
$35K +$1.23M +25,810 New
AF
350
Advisornet Financial
Minnesota
$33K -$761 -16 -2%

HSBC Hedge Fund Activity: Q1 2018 in Review

434 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2018, worth a combined $5.06B — up 0.02% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 49 closed out — a net gain of 7 holders — while 114 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $35.9M.

  • 434 institutional investors held HSBC (HSBC) as of Q1 2018, up from 430 in Q4 2017.
  • Funds reported $5.06B of HSBC stock for Q1 2018, up 0.02% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest HSBC buyer in Q1 2018 was Bank of America, an estimated $364M added.
  • The largest HSBC seller in Q1 2018 was Credit Suisse, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.