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434 hedge funds and large institutions have $5.06B invested in HSBC in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 261 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more funds holding

Funds holding: 430434 (+4)

0.03% more ownership

Funds ownership: 0.54%0.57% (+0.03%)

0% more capital invested

Capital invested by funds: $5.06B → $5.06B (+$867K)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

56% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 261

71% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $233M

Holders
434
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
114
Reduced
261
Closed
49
Calls
$67.1M
Puts
$233M
Net Calls
-$166M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
351
Smithfield Trust
Pennsylvania
$33K -$714 -15 -2%
H
352
Hexavest
Quebec, Canada
$32K -$714 -15 -2%
WA
353
WealthTrust-Arizona
Arizona
$32K -$714 -15 -2%
HCM
354
Horrell Capital Management
Arkansas
$32K -$666 -14 -2%
LF
355
Lee Financial
Texas
$32K +$34.1K +716 New
CIP
356
Convergence Investment Partners
Florida
$32K +$34.4K +722 New
ATC
357
Adirondack Trust Company
New York
$31K -$619 -13 -2%
AIP
358
Ameritas Investment Partners
Nebraska
$30K -$666 -14 -2%
FNB
359
Farmers National Bank
Kentucky
$29K -$666 -14 -2%
SIAS
360
Shine Investment Advisory Services
Colorado
$29K -$619 -13 -2%
CAW
361
Cornerstone Advisors (Washington)
Washington
$29K +$5.14K +108 +20%
FC
362
Ferris Capital
Massachusetts
$29K +$30.6K +643 New
ADL
363
Asset Dedication LLC
California
$28K -$8.66K -182 -22%
LJHT
364
Laurie J. Hall Trustee
$24K -$571 -12 -2%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$24K +$9.33K +196 +58%
WTB
366
Washington Trust Bank
Washington
$24K +$10.9K +230 +77%
GFP
367
Gryphon Financial Partners
Ohio
$23K -$476 -10 -2%
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$23K +$24.9K +524 New
RFA
369
Reilly Financial Advisors
California
$22K +$22.4K +471 +3,364%
CFA
370
Carroll Financial Associates
North Carolina
$21K -$5.95K -125 -20%
VCM
371
Virtue Capital Management
Tennessee
$20K +$1.43K +30 +7%
RPG
372
Risk Paradigm Group
Texas
$19.1K +$20.4K +429 New
BFC
373
Bedel Financial Consulting
Indiana
$19K +$20.4K +429 New
BWA
374
BDO Wealth Advisors
Florida
$18K +$8.8K +185 +87%
BBHC
375
Brown Brothers Harriman & Co
New York
$17K -$381 -8 -2%

HSBC Hedge Fund Activity: Q1 2018 in Review

434 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2018, worth a combined $5.06B — up 0.02% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 49 closed out — a net gain of 7 holders — while 114 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $35.9M.

  • 434 institutional investors held HSBC (HSBC) as of Q1 2018, up from 430 in Q4 2017.
  • Funds reported $5.06B of HSBC stock for Q1 2018, up 0.02% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest HSBC buyer in Q1 2018 was Bank of America, an estimated $364M added.
  • The largest HSBC seller in Q1 2018 was Credit Suisse, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.