We are live on ! Find out more

360 hedge funds and large institutions have $6.88B invested in HSBC in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

7% more capital invested

Capital invested by funds: $6.44B → $6.88B (+$435M)

0% more ownership

Funds ownership: 1.7%1.7% (+0%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less funds holding

Funds holding: 362360 (-2)

15% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $90.1M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
360
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.29%
New
33
Increased
144
Reduced
104
Closed
33
Calls
$76.4M
Puts
$90.1M
Net Calls
-$13.7M
Net Calls Change
-$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
351
Reilly Financial Advisors
California
$3K -$2.85K -60 -18%
DAM
352
Delta Asset Management
Tennessee
$3K
EPIM
353
Echo Point Investment Management
Pennsylvania
$3K
LWA
354
Lenox Wealth Advisors
New York
$3K +$2.75K +58 New
CPS
355
Counsel Portfolio Services
Ontario, Canada
$2.02K
S
356
SignatureFD
Georgia
$2K -$6.59K -139 -79%
RIA
357
Regal Investment Advisors
Michigan
$2K
WF
358
WealthTrust Fairport
Ohio
$1K +$1.28K +27 New
EFS
359
Essex Financial Services
Connecticut
$246 +$1.76K +37 +0.7%
Two Sigma Investments
360
Two Sigma Investments
New York
-$29.6M -661,899 Closed
STMM
361
South Texas Money Management
Texas
-$19.9M -444,282 Closed
Two Sigma Advisers
362
Two Sigma Advisers
New York
-$9.47M -211,803 Closed
CCIA
363
Campbell & Co Investment Adviser
Maryland
-$4.76M -106,460 Closed
RA
364
Rational Advisors
New York
-$4.4M -98,300 Closed
CI
365
Conning Inc
Connecticut
-$4.02M -89,944 Closed
SCM
366
Sterling Capital Management
North Carolina
-$3.98M -88,941 Closed
OAM
367
Oxford Asset Management
United Kingdom
-$2.74M -61,270 Closed
TH
368
Timber Hill
Connecticut
-$2.71M -57,045 Closed
PP
369
PDT Partners
New York
-$2.44M -54,487 Closed
LCM
370
Laurion Capital Management
New York
-$1.92M -42,855 Closed
AAMU
371
Amundi Asset Management US
Massachusetts
-$1.52M -34,005 Closed
COPPSERS
372
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$638K -14,275 Closed
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
-$550 -12,302 Closed
MSS
374
Mitchell Sinkler & Starr
Pennsylvania
-$509K -11,384 Closed
SG Americas Securities
375
SG Americas Securities
New York
-$378K -8,456 Closed

HSBC Hedge Fund Activity: Q3 2013 in Review

360 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2013, worth a combined $6.88B — up 6.7% from $6.44B a quarter earlier.

Fund positioning in HSBC was balanced in Q3 2013: 33 funds opened new positions, 33 closed out, 144 added to existing stakes and 104 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $74.8M. The largest seller was Capital International Investors, cutting an estimated $42.4M.

  • 360 institutional investors held HSBC (HSBC) as of Q3 2013, down from 362 in Q2 2013.
  • Funds reported $6.88B of HSBC stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 33 funds opened new HSBC positions in Q3 2013 and 33 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q3 2013 was Wellington Management Group, an estimated $74.8M added.
  • The largest HSBC seller in Q3 2013 was Capital International Investors, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2013.