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385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 123

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.04% less ownership

Funds ownership: 1.73%1.7% (-0.04%)

0% less funds holding

Funds holding: 386385 (-1)

8% less capital invested

Capital invested by funds: $7.12B → $6.54B (-$578M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

34% less call options, than puts

Call options by funds: $215M | Put options by funds: $327M

Holders
385
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
44
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
401
Freestone Capital Holdings
Washington
-$407K -8,577 Closed
NCCM
402
Nine Chapters Capital Management
New Jersey
-$353K -7,428 Closed
Verition Fund Management
403
Verition Fund Management
Connecticut
-$329K -6,929 Closed
CBN
404
Cadence Bank NA
Texas
-$286K -6,023 Closed
QCMC
405
Quantum Capital Management (California)
California
-$279K -5,883 Closed
Bank of Nova Scotia
406
Bank of Nova Scotia
Ontario, Canada
-$276K -5,803 Closed
PAI
407
Pittenger & Anderson Inc
Nebraska
-$273K -5,748 Closed
SEC
408
Seven Eight Capital
New York
-$231K -4,874 Closed
BTNA
409
Bremer Trust National Association
Minnesota
-$229K -4,811 Closed
BOH
410
Bank of Hawaii
Hawaii
-$227K -4,779 Closed
RJT
411
Raymond James Trust
Florida
-$227K -4,778 Closed
RB
412
Rodgers Brothers
Pennsylvania
-$209K -4,400 Closed
CIC
413
Chilton Investment Company
Connecticut
-$206K -4,335 Closed
CL
414
CPWM LLC
Washington
-$202K -4,251 Closed
PCM
415
Prelude Capital Management
New York
-$26K -2,785 Closed
OSAM
416
O'Shaughnessy Asset Management
Connecticut
-$115K -2,421 Closed
JG
417
Jefferies Group
New York
-$90K -1,893 Closed
HF
418
Hoxton Financial
West Virginia
-$64K -1,357 Closed
WCM
419
Windsor Capital Management
Arizona
-$12K -244 Closed
FAM
420
Formidable Asset Management
Ohio
-$8K -187 Closed
ASN
421
Advisory Services Network
Georgia
-$9K -180 Closed
EU
422
Emory University
Georgia
-$8K -174 Closed
TDC
423
Thompson Davis & Co
Virginia
-$7K -149 Closed
RWML
424
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$6.04K -149 Closed
EWM
425
Elite Wealth Management
Washington
-$6K -125 Closed

HSBC Hedge Fund Activity: Q1 2014 in Review

385 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2014, worth a combined $6.54B — down 8.1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HSBC positions and 44 closed out — a net gain of 2 holders — while 139 added to existing stakes and 123 trimmed.

The largest buyer was Bessemer Group, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 385 institutional investors held HSBC (HSBC) as of Q1 2014, down from 386 in Q4 2013.
  • Funds reported $6.54B of HSBC stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 46 funds opened new HSBC positions in Q1 2014 and 44 closed out, a net change of +2 holders.
  • The largest HSBC buyer in Q1 2014 was Bessemer Group, an estimated $103M added.
  • The largest HSBC seller in Q1 2014 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.