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385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 123

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.04% less ownership

Funds ownership: 1.73%1.7% (-0.04%)

0% less funds holding

Funds holding: 386385 (-1)

8% less capital invested

Capital invested by funds: $7.12B → $6.54B (-$578M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

34% less call options, than puts

Call options by funds: $215M | Put options by funds: $327M

Holders
385
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
44
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
351
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.4K -$316K -6,967 -1%
EFSCE
352
Enterprise Financial Services Corp (EFSC)
Missouri
$21K -$2.4K -53 -10%
HI
353
Hudock Inc
Pennsylvania
$20K -$52.7K -1,161 -71%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$19.8K +$20.5K +451 New
SSB
355
Sandy Spring Bank
Maryland
$18K +$10.4K +229 +120%
NES
356
New England Securities
New York
$17K -$63.2K -1,393 -78%
LWCFA
357
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K
TWA
358
TCI Wealth Advisors
Arizona
$16K -$78.9K -1,739 -82%
FCCM
359
First City Capital Management
Georgia
$15.2K +$15.8K +348 New
TCOV
360
Trust Company of Vermont
Vermont
$14K
DAM
361
Delta Asset Management
Tennessee
$13K
TF
362
Trutina Financial
Washington
$13K +$13K +287 New
HPBT
363
High Point Bank & Trust
North Carolina
$10K
NCM
364
Nelson Capital Management
California
$10K
PAS
365
Partnervest Advisory Services
California
$9K
PMFA
366
Plante Moran Financial Advisors
Michigan
$8K -$108K -2,391 -93%
BFEC
367
Benjamin F. Edwards & Company
Missouri
$8K
WOC
368
West Oak Capital
California
$7.07K
ECM
369
Exchange Capital Management
Michigan
$7K
M
370
MOTCO
Texas
$7K
TF
371
Tompkins Financial
New York
$6K
AC
372
Alexandria Capital
Virginia
$5K
CFA
373
Carroll Financial Associates
North Carolina
$5K
BBHC
374
Brown Brothers Harriman & Co
New York
$5K +$5.26K +116 New
PSI
375
Pinnacle Summer Investments
Virginia
$3K -$42.2K -929 -93%

HSBC Hedge Fund Activity: Q1 2014 in Review

385 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2014, worth a combined $6.54B — down 8.1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HSBC positions and 44 closed out — a net gain of 2 holders — while 139 added to existing stakes and 123 trimmed.

The largest buyer was Bessemer Group, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 385 institutional investors held HSBC (HSBC) as of Q1 2014, down from 386 in Q4 2013.
  • Funds reported $6.54B of HSBC stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 46 funds opened new HSBC positions in Q1 2014 and 44 closed out, a net change of +2 holders.
  • The largest HSBC buyer in Q1 2014 was Bessemer Group, an estimated $103M added.
  • The largest HSBC seller in Q1 2014 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.