HSBC
HSBC
314 hedge funds and large institutions have $2.94B invested in HSBC in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 109 reducing their positions, and 65 closing their positions.
0.02% more ownership
Funds ownership: 1.07% → 1.09% (+0.02%)
1% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 109
8% less funds holding
Funds holding: 341 → 314 (-27)
20% less capital invested
Capital invested by funds: $3.65B → $2.94B (-$714M)
40% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 65
47% less call options, than puts
Call options by funds: $55.4M | Put options by funds: $105M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$66M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$52.7M |
| 3 |
Renaissance Technologies
New York
|
+$34.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$26.6M |
| 5 |
Two Sigma Investments
New York
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$65.2M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$44.7M |
| 3 |
SCM
Segantii Capital Management
Hong Kong
|
-$41.3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$20M |
| 5 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$14.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -31 | Closed |
|
|
ACS
377
Archford Capital Strategies
Swansea,
Illinois
| – | -$1K | -10 | Closed |
|
HSBC Hedge Fund Activity: Q1 2016 in Review
314 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2016, worth a combined $2.94B — down 20% from $3.65B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of HSBC and 39 opened new positions — a net loss of 26 holders — while 109 trimmed existing stakes and 108 added.
The largest buyer was Cambiar Investors, adding an estimated $66M. The largest seller was Wells Fargo, cutting an estimated $65.2M.
- 314 institutional investors held HSBC (HSBC) as of Q1 2016, down from 341 in Q4 2015.
- Funds reported $2.94B of HSBC stock for Q1 2016, down 20% quarter-over-quarter.
- 39 funds opened new HSBC positions in Q1 2016 and 65 closed out, a net change of -26 holders.
- The largest HSBC buyer in Q1 2016 was Cambiar Investors, an estimated $66M added.
- The largest HSBC seller in Q1 2016 was Wells Fargo, an estimated $65.2M sold.
Based on aggregated 13F filings for Q1 2016.