We are live on ! Find out more

430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
351
Smithfield Trust
Pennsylvania
$36K
AF
352
Advisornet Financial
Minnesota
$36K +$34.6K +765 New
RPC
353
Rossmore Private Capital
Connecticut
$35.1K +$33.6K +743 New
WA
354
WealthTrust-Arizona
Arizona
$35K
LWA
355
Lenox Wealth Advisors
New York
$35K +$33.6K +744 New
UBS AM
356
UBS AM
Illinois
$34.6K +$26.6K +589 +409%
H
357
Hexavest
Quebec, Canada
$34K
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K
HCM
359
Horrell Capital Management
Arkansas
$34K +$271 +6 +0.8%
CMO
360
Covenant Multifamily Offices
Texas
$32K +$30.3K +670 New
SIAS
361
Shine Investment Advisory Services
Colorado
$31K -$2.71K -60 -8%
ATC
362
Adirondack Trust Company
New York
$31K
FNB
363
Farmers National Bank
Kentucky
$31K +$30.2K +667 New
KJWM
364
Kiley Juergens Wealth Management
Washington
$31K +$30.3K +670 New
CFA
365
Carroll Financial Associates
North Carolina
$28K +$45 +1 +0.2%
CAW
366
Cornerstone Advisors (Washington)
Washington
$26K
LJHT
367
Laurie J. Hall Trustee
$26K
GFP
368
Gryphon Financial Partners
Ohio
$25K +$23.7K +524 New
LWA
369
Lowe Wealth Advisors
Maryland
$21K -$244K -5,395 -92%
FPFS
370
First Personal Financial Services
North Carolina
$21K +$20.4K +451 New
JWA
371
JFS Wealth Advisors
Pennsylvania
$19K +$5.11K +113 +39%
VCM
372
Virtue Capital Management
Tennessee
$19K +$18.5K +410 New
FPB
373
First PREMIER Bank
South Dakota
$18K
BBHC
374
Brown Brothers Harriman & Co
New York
$18K +$17.6K +389 New
PFGIA
375
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$7.42K -164 -32%

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.