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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
351
JFS Wealth Advisors
Pennsylvania
$13K -$68.9K -1,557 -84%
BC
352
Bartlett & Co
Ohio
$13K
FM
353
Forward Management
California
$13K
QAM
354
QCI Asset Management
New York
$12K -$6.01K -136 -35%
TCM
355
Tradewinds Capital Management
Washington
$12K
Thrivent Financial for Lutherans
356
Thrivent Financial for Lutherans
Minnesota
$12K +$12.2K +275 New
TCOV
357
Trust Company of Vermont
Vermont
$10K -$12.5K -282 -57%
CFA
358
Camarda Financial Advisors
Florida
$10K
NCM
359
Nelson Capital Management
California
$10K
NIC
360
Northwest Investment Counselors
Oregon
$9K +$8.49K +192 New
RFS
361
Rockefeller Financial Services
New York
$9K +$8.71K +197 New
HCA
362
Horan Capital Advisors
Ohio
$9K +$9.24K +209 New
KTC
363
Kistler-Tiffany Companies
Pennsylvania
$8K +$3.23K +73 +72%
UBS AM
364
UBS AM
Illinois
$6.52K -$114K -2,567 -95%
CFD
365
Creative Financial Designs
Indiana
$6K -$9.6K -217 -61%
EWM
366
Edge Wealth Management
New York
$5K
HMS
367
Hanseatic Management Services
New Mexico
$5K
VNA
368
Valley National Advisers
Pennsylvania
$5K
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.56K +103 New
AIS
370
Accurate Investment Solutions
Pennsylvania
$5K +$4.82K +109 New
SWA
371
Sutton Wealth Advisors
Florida
$4K
DAM
372
Delta Asset Management
Tennessee
$4K
LA
373
Legacy Advisors
Pennsylvania
$4K +$4.33K +98 New
GBT
374
Grove Bank & Trust
Florida
$3K
CHC
375
City Holding Co
West Virginia
$3K +$2.65K +60 New

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.