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434 hedge funds and large institutions have $5.06B invested in HSBC in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 261 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more funds holding

Funds holding: 430434 (+4)

0.03% more ownership

Funds ownership: 0.54%0.57% (+0.03%)

0% more capital invested

Capital invested by funds: $5.06B → $5.06B (+$867K)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

56% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 261

71% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $233M

Holders
434
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
114
Reduced
261
Closed
49
Calls
$67.1M
Puts
$233M
Net Calls
-$166M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
376
First PREMIER Bank
South Dakota
$16K -$381 -8 -2%
VFA
377
Valeo Financial Advisors
Indiana
$16K +$476 +10 +3%
Nisa Investment Advisors
378
Nisa Investment Advisors
Missouri
$15K -$381 -8 -2%
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$381 -8 -2%
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$15K -$333 -7 -2%
DSC
381
Duncker Streett & Co
Missouri
$14K -$333 -7 -2%
AA
382
AlphaMark Advisors
Kentucky
$14K -$286 -6 -2%
BWM
383
Baystate Wealth Management
Massachusetts
$14K -$286 -6 -2%
THWM
384
Taylor Hoffman Wealth Management
Virginia
$14K -$286 -6 -2%
LWS
385
Lucia Wealth Services
California
$14K +$15.5K +325 New
BCWM
386
Bartlett & Co Wealth Management
Ohio
$12.4K +$12.9K +272 New
JWA
387
JFS Wealth Advisors
Pennsylvania
$12K -$5.95K -125 -31%
BC
388
Bartlett & Co
Ohio
$12K -$286 -6 -2%
FM
389
Forward Management
California
$12K -$286 -6 -2%
GAM
390
Gemmer Asset Management
California
$12K +$11.8K +247 +2,058%
QAM
391
QCI Asset Management
New York
$11K -$238 -5 -2%
WAP
392
Wealthcare Advisory Partners
Pennsylvania
$11K -$238 -5 -2%
PCM
393
Princeton Capital Management
New Jersey
$11K +$12K +252 New
TL
394
TrueWealth LLC
Georgia
$10K -$4.85K -102 -32%
FMB
395
Field & Main Bank
Kentucky
$10K -$238 -5 -2%
POIA
396
Pin Oak Investment Advisors
Texas
$10K -$238 -5 -2%
TFS
397
TrustCore Financial Services
Tennessee
$10K -$238 -5 -2%
NCM
398
Nelson Capital Management
California
$10K +$10.2K +214 New
NWM
399
Northwest Wealth Management
Iowa
$10K +$10.2K +215 New
AIM
400
Anchor Investment Management
South Carolina
$9.53K -$238 -5 -2%

HSBC Hedge Fund Activity: Q1 2018 in Review

434 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2018, worth a combined $5.06B — up 0.02% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 49 closed out — a net gain of 7 holders — while 114 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $35.9M.

  • 434 institutional investors held HSBC (HSBC) as of Q1 2018, up from 430 in Q4 2017.
  • Funds reported $5.06B of HSBC stock for Q1 2018, up 0.02% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest HSBC buyer in Q1 2018 was Bank of America, an estimated $364M added.
  • The largest HSBC seller in Q1 2018 was Credit Suisse, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.