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HSBC
HSBC

351 hedge funds and large institutions have $3.82B invested in HSBC in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 98 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 98

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $3.74B → $3.82B (+$86.1M)

0% more funds holding

Funds holding: 350 → 351 (+1)

0.01% more ownership

Funds ownership: 0.52% → 0.52% (+0.01%)

72% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $329M

Holders
351
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
8.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
44
Increased
131
Reduced
98
Closed
38
Calls
$92.3M
Puts
$329M
Net Calls
-$237M
Net Calls Change
-$104M

Top Buyers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
+$29.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$18.9M
3
Bank of America
Bank of America
North Carolina
+$14.7M
4
Goldman Sachs
Goldman Sachs
New York
+$14.4M
5
OAM
Oppenheimer Asset Management
New York
+$14M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$125M
2
Bessemer Group
Bessemer Group
New Jersey
-$41.9M
3
Two Sigma Investments
Two Sigma Investments
New York
-$19.4M
4
Millennium Management
Millennium Management
New York
-$7.85M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
376
Physicians Financial Services
North Carolina
– -$20K -686 Closed
AIM
377
Acrospire Investment Management
Illinois
– -$23K -646 Closed
WC
378
Whitnell & Co
Illinois
– -$18K -490 Closed
M
379
MOTCO
Texas
– -$12K -332 Closed
SFS
380
Sowell Financial Services
Arkansas
– -$13K -325 Closed
FPFS
381
First Personal Financial Services
North Carolina
– -$10K -287 Closed
Schroder Investment Management Group
382
Schroder Investment Management Group
United Kingdom
– -$9K -260 Closed
RWML
383
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
– -$6.51K -179 Closed
BWM
384
Baystate Wealth Management
Massachusetts
– -$4K -121 Closed
AF
385
Allworth Financial
California
– -$4K -111 Closed
TFA
386
Transamerica Financial Advisors
Florida
– -$3K -77 Closed
BBHC
387
Brown Brothers Harriman & Co
New York
– -$2K -58 Closed
HS
388
Horan Securities
United States
– +$38 +1 New
12 13 14 15
16

HSBC Hedge Fund Activity: Q1 2017 in Review

351 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2017, worth a combined $3.82B — up 2.3% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HSBC positions and 38 closed out — a net gain of 6 holders — while 131 added to existing stakes and 98 trimmed.

The largest buyer was LMR Partners, adding an estimated $29.5M. The largest seller was Fidelity Investments, cutting an estimated $125M.

  • 351 institutional investors held HSBC (HSBC) as of Q1 2017, up from 350 in Q4 2016.
  • Funds reported $3.82B of HSBC stock for Q1 2017, up 2.3% quarter-over-quarter.
  • 44 funds opened new HSBC positions in Q1 2017 and 38 closed out, a net change of +6 holders.
  • The largest HSBC buyer in Q1 2017 was LMR Partners, an estimated $29.5M added.
  • The largest HSBC seller in Q1 2017 was Fidelity Investments, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2017.