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433 hedge funds and large institutions have $4.1B invested in HSBC in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

2% more funds holding

Funds holding: 425433 (+8)

0.01% less ownership

Funds ownership: 0.52%0.51% (-0.01%)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$12M)

56% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 257

60% less call options, than puts

Call options by funds: $123M | Put options by funds: $309M

Holders
433
Holders Change
+8
Holders Change %
+1.88%
% of All Funds
9.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
61
Increased
112
Reduced
257
Closed
47
Calls
$123M
Puts
$309M
Net Calls
-$186M
Net Calls Change
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
376
Bartlett & Co
Ohio
$10K -$242 -6 -2%
QAM
377
QCI Asset Management
New York
$10K -$242 -6 -2%
SL
378
Salomon & Ludwin
Virginia
$10K -$242 -6 -2%
TL
379
TrueWealth LLC
Georgia
$10K +$4.31K +107 +80%
BCI
380
Brinker Capital Investments
Pennsylvania
$10K +$9.71K +241 New
ME
381
McIlrath & Eck
Washington
$10K +$10.1K +250 New
BBHC
382
Brown Brothers Harriman & Co
New York
$10K +$10.1K +251 New
ONST
383
Old North State Trust
North Carolina
$9K -$242 -6 -2%
AF
384
Allworth Financial
California
$9K -$201 -5 -2%
CTC
385
Central Trust Company
Missouri
$9K -$201 -5 -2%
POIA
386
Pin Oak Investment Advisors
Texas
$9K -$201 -5 -2%
CIAS
387
Capital Investment Advisory Services
North Carolina
$9K +$3.83K +95 +74%
AIM
388
Anchor Investment Management
South Carolina
$8.12K -$201 -5 -2%
NCM
389
Nelson Capital Management
California
$8K -$201 -5 -2%
NFG
390
Next Financial Group
Texas
$8K +$2.3K +57 +40%
NFH
391
NEXT Financial Holdings
Texas
$8K +$7.98K +198 New
APC
392
Aspire Private Capital
North Carolina
$8K +$8.22K +204 New
PMFA
393
Plante Moran Financial Advisors
Michigan
$7K -$3.91K -97 -37%
FGAM
394
Financial Gravity Asset Management
Texas
$7K +$7.09K +176 New
PWMG
395
Prestige Wealth Management Group
New Jersey
$6K -$21.3K -528 -78%
GSWM
396
Golden State Wealth Management
California
$6K +$5.68K +141 New
TA
397
TCG Advisors
Texas
$6K +$5.76K +143 New
ACA
398
Atlas Capital Advisors
Wyoming
$5.19K +$282 +7 +2%
MC
399
Martin Currie
United Kingdom
$5K -$161 -4 -3%
SMFS
400
Squar Milner Financial Services
California
$5K -$121 -3 -2%

HSBC Hedge Fund Activity: Q1 2019 in Review

433 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2019, worth a combined $4.1B — down 0.29% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HSBC positions and 47 closed out — a net gain of 14 holders — while 112 added to existing stakes and 257 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $70.1M. The largest seller was Susquehanna International Group, cutting an estimated $51.6M.

  • 433 institutional investors held HSBC (HSBC) as of Q1 2019, up from 425 in Q4 2018.
  • Funds reported $4.1B of HSBC stock for Q1 2019, down 0.29% quarter-over-quarter.
  • 61 funds opened new HSBC positions in Q1 2019 and 47 closed out, a net change of +14 holders.
  • The largest HSBC buyer in Q1 2019 was Renaissance Technologies, an estimated $70.1M added.
  • The largest HSBC seller in Q1 2019 was Susquehanna International Group, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2019.