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430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$16K
VFA
377
Valeo Financial Advisors
Indiana
$16K +$904 +20 +6%
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$16K +$14K +309 +997%
AA
379
AlphaMark Advisors
Kentucky
$15K
BWM
380
Baystate Wealth Management
Massachusetts
$15K
DSC
381
Duncker Streett & Co
Missouri
$15K
Nisa Investment Advisors
382
Nisa Investment Advisors
Missouri
$15K
TL
383
TrueWealth LLC
Georgia
$15K +$14.6K +322 New
THWM
384
Taylor Hoffman Wealth Management
Virginia
$15K +$14.8K +328 New
WTB
385
Washington Trust Bank
Washington
$14K -$4.93K -109 -27%
SPI
386
Santori & Peters Inc
Pennsylvania
$14K +$14.3K +317 New
BC
387
Bartlett & Co
Ohio
$13K
FM
388
Forward Management
California
$13K
QAM
389
QCI Asset Management
New York
$12K
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$12K +$7.01K +155 +150%
PWM
391
Paulson Wealth Management
Illinois
$11K +$10.5K +233 New
TFS
392
TrustCore Financial Services
Tennessee
$11K +$10.8K +239 New
POIA
393
Pin Oak Investment Advisors
Texas
$11K +$10.9K +240 New
AIM
394
Anchor Investment Management
South Carolina
$10.3K +$9.9K +219 New
CFA
395
Camarda Financial Advisors
Florida
$10K
BWA
396
BDO Wealth Advisors
Florida
$10K +$9.63K +213 New
FMB
397
Field & Main Bank
Kentucky
$10K +$9.9K +219 New
VCM
398
Versant Capital Management
Arizona
$10K +$10.4K +230 New
CHP
399
Cable Hill Partners
Oregon
$9K -$9.13K -202 -52%
RFS
400
Rockefeller Financial Services
New York
$9K

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.