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349 hedge funds and large institutions have $4.32B invested in HSBC in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more capital invested

Capital invested by funds: $4.18B → $4.32B (+$139M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.07% less ownership

Funds ownership: 1.21%1.14% (-0.07%)

1% less funds holding

Funds holding: 354349 (-5)

28% less call options, than puts

Call options by funds: $115M | Put options by funds: $160M

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 186

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
124
Reduced
186
Closed
36
Calls
$115M
Puts
$160M
Net Calls
-$45.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
351
Wasatch Advisors
Utah
-$6.42M -171,016 Closed
WMSA
352
Weiss Multi-Strategy Advisers
New York
-$5.75M -153,115 Closed
SA
353
Strategic Advisors
New York
-$1.75M -75,682 Closed
Voloridge Investment Management
354
Voloridge Investment Management
Florida
-$2.25M -60,011 Closed
AllianceBernstein
355
AllianceBernstein
Tennessee
-$1.25M -33,284 Closed
QIM
356
Quantitative Investment Management
Virginia
-$515K -13,724 Closed
CS
357
Cannell & Spears
New York
-$482K -12,838 Closed
HCM
358
Hollencrest Capital Management
California
-$371K -9,894 Closed
EAM
359
Edge Asset Management
Washington
-$353K -9,414 Closed
CPS
360
Counsel Portfolio Services
Ontario, Canada
-$342K -9,105 Closed
CBB
361
Citizens Business Bank
California
-$326K -8,679 Closed
V
362
Veritable
Delaware
-$258K -6,878 Closed
BHB
363
Bank Hapoalim BM
Israel
-$454K -6,839 Closed
TCB
364
Texas Capital Bancshares
Texas
-$249K -6,637 Closed
FAAM
365
First Allied Asset Management
California
-$226K -6,023 Closed
SW
366
SVB Wealth
Massachusetts
-$221K -5,886 Closed
FB
367
Fulton Bank
Pennsylvania
-$207K -5,537 Closed
Verition Fund Management
368
Verition Fund Management
Connecticut
-$206K -5,485 Closed
FCM
369
Forester Capital Management
Illinois
-$135K -3,607 Closed
SC
370
Saturna Capital
Washington
-$137K -3,430 Closed
PCM
371
Parsons Capital Management
Rhode Island
-$83K -2,665 Closed
WC
372
Whitnell & Co
Illinois
-$85K -2,268 Closed
ZB
373
Zions Bancorporation
Utah
-$64K -1,710 Closed
HI
374
Hudock Inc
Pennsylvania
-$43K -1,134 Closed
SSG
375
Summit Securities Group
New York
-$38K -1,021 Closed

HSBC Hedge Fund Activity: Q2 2015 in Review

349 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2015, worth a combined $4.32B — up 3.3% from $4.18B a quarter earlier.

Fund positioning in HSBC was balanced in Q2 2015: 36 funds opened new positions, 36 closed out, 124 added to existing stakes and 186 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $32.6M. The largest seller was Capital Research Global Investors, cutting an estimated $81.4M.

  • 349 institutional investors held HSBC (HSBC) as of Q2 2015, down from 354 in Q1 2015.
  • Funds reported $4.32B of HSBC stock for Q2 2015, up 3.3% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q2 2015 and 36 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q2 2015 was Millennium Management, an estimated $32.6M added.
  • The largest HSBC seller in Q2 2015 was Capital Research Global Investors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2015.