HSBC
HSBC
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.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+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: 354 → 349 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$32.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$24.8M |
| 3 |
CI
Cambiar Investors
Denver,
Colorado
|
+$23.7M |
| 4 |
Two Sigma Investments
New York
|
+$15.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$81.4M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$47.7M |
| 3 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$46.5M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$36.4M |
| 5 |
CCM
Cullen Capital Management
New York
|
-$29.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
376
Tower Research Capital (TRC)
New York
| – | -$24K | -636 | Closed |
|
|
FCCM
377
First City Capital Management
Savannah,
Georgia
| – | -$12.8K | -340 | Closed |
|
|
FPFS
378
First Personal Financial Services
Charlotte,
North Carolina
| – | -$10K | -260 | Closed |
|
|
CYG
379
Clean Yield Group
Norwich,
Vermont
| – | -$6K | -157 | Closed |
|
|
TWMP
380
Taylor Wealth Management Partners
Boston,
Massachusetts
| – | -$4K | -109 | Closed |
|
|
PSI
381
Pinnacle Summer Investments
Fairfax,
Virginia
| – | -$2K | -66 | Closed |
|
|
TSW
382
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$2K | -59 | Closed |
|
383
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$2K | -49 | Closed |
|
|
KCM
384
Karp Capital Management
Sausalito,
California
| – | -$1.87K | -45 | -96% |
|
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.