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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Perigon Wealth Management
California
$3K +$3.27K +74 New
CTB
377
Country Trust Bank
Illinois
$2K
TSW
378
Thompson Siegel & Walmsley
Virginia
$2K
Walleye Trading
379
Walleye Trading
New York
$1.59K +$1.56M +35,203 New
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$1.15K +$11.2M +253,622 New
NFG
381
Next Financial Group
Texas
$1K -$5.4K -122 -89%
GAM
382
Gemmer Asset Management
California
$1K
RFA
383
Reilly Financial Advisors
California
$1K
DVM
384
Dreman Value Management
Florida
$1K +$575 +13 +650%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.37K +31 New
WEC
386
Winslow Evans & Crocker
Massachusetts
$940 -$33.6K -759 -97%
QIM
387
Quantitative Investment Management
Virginia
-$13.4M -315,958 Closed
Two Sigma Investments
388
Two Sigma Investments
New York
-$5.96M -140,713 Closed
PP
389
Paloma Partners
Connecticut
-$1.96M -46,179 Closed
ACM
390
Alethea Capital Management
Washington
-$1.82M -42,850 Closed
ST
391
Spot Trading
Illinois
-$1.56M -35,329 Closed
D.E. Shaw & Co
392
D.E. Shaw & Co
New York
-$585K -13,236 Closed
CIM
393
CIM Investment Management
Pennsylvania
-$378K -8,912 Closed
FAAS
394
First Allied Advisory Services
California
-$338K -8,042 Closed
BG
395
Bahl & Gaynor
Ohio
-$318K -7,500 Closed
TSS
396
Two Sigma Securities
New York
-$280K -6,607 Closed
GCC
397
Guardian Capital (Canada)
Ontario, Canada
-$247K -5,816 Closed
PAS
398
Park Avenue Securities
New York
-$243K -5,552 Closed
SG
399
StoneX Group
New York
-$213K -5,027 Closed
IP
400
Intellectus Partners
California
-$62K -1,450 Closed

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.