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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
GI
376
Gradient Investments
Minnesota
$3K +$3.18K +70 New
RIA
377
Regal Investment Advisors
Michigan
$2K
RFA
378
Reilly Financial Advisors
California
$2K
S
379
SignatureFD
Georgia
$2K
CG
380
Colony Group
Massachusetts
$1K
GAM
381
Gemmer Asset Management
California
$1K +$590 +13 New
KCPG
382
Kavar Capital Partners Group
Kansas
$1K +$1.95K +43 New
ACS
383
Archford Capital Strategies
Illinois
$457 +$454 +10 New
SM
384
Seminole Management
New York
-$25.3M -533,185 Closed
AIM
385
abrdn Investment Management
United Kingdom
-$14.3M -301,994 Closed
GC
386
Gratry & Company
Ohio
-$5.45M -114,642 Closed
CCIA
387
Campbell & Co Investment Adviser
Maryland
-$2.67M -56,124 Closed
HAI
388
Hennessy Advisors Inc
California
-$2.44M -51,413 Closed
Jane Street
389
Jane Street
New York
-$1.87M -39,348 Closed
HTC
390
Haverford Trust Company
Pennsylvania
-$1.58M -33,206 Closed
Prudential Financial
391
Prudential Financial
New Jersey
-$1.55M -32,670 Closed
First Eagle Investment Management
392
First Eagle Investment Management
New York
-$1.18M -24,859 Closed
BB
393
Bell Bank
North Dakota
-$894K -18,820 Closed
AAM
394
Augustine Asset Management
Florida
-$836K -17,606 Closed
LJAC
395
L.J. Altfest & Co
New York
-$296K -13,927 Closed
ARTA
396
A.R.T. Advisors
New York
-$619K -13,051 Closed
HH
397
Hilltop Holdings
Texas
-$586K -12,351 Closed
BOTW
398
Bank of the West
California
-$485K -10,196 Closed
SAM
399
Symphony Asset Management
California
-$472K -9,934 Closed
KFS
400
Kurt F. Somerville
-$442K -9,303 Closed

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.