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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
WC
401
Whitnell & Co
Illinois
$9K +$8.5K +188 New
KTC
402
Kistler-Tiffany Companies
Pennsylvania
$8K
TRCT
403
Tower Research Capital (TRC)
New York
$7K -$134K -2,961 -95%
WWMSC
404
Wagner Wealth Management (South Carolina)
South Carolina
$7K
AF
405
Allworth Financial
California
$7K +$6.92K +153 New
MC
406
Martin Currie
United Kingdom
$6K +$6.06K +134 New
TCOV
407
Trust Company of Vermont
Vermont
$5K -$4.66K -103 -49%
AIS
408
Accurate Investment Solutions
Pennsylvania
$5K
EWM
409
Edge Wealth Management
New York
$5K
HMS
410
Hanseatic Management Services
New Mexico
$5K
VNA
411
Valley National Advisers
Pennsylvania
$5K
FGC
412
Financial Gravity Companies
Texas
$5K +$4.93K +109 New
FFG
413
Ford Financial Group
California
$5K +$5.11K +113 New
SWA
414
Sutton Wealth Advisors
Florida
$4.18K
DAM
415
Delta Asset Management
Tennessee
$4K
PWM
416
Perigon Wealth Management
California
$4K
CB
417
Community Bank
New York
$4K +$3.98K +88 New
AIP
418
Ameritas Investment Partners
Nebraska
$3K
CHC
419
City Holding Co
West Virginia
$3K
CTC
420
Central Trust Company
Missouri
$3K +$2.98K +66 New
SQA
421
Simon Quick Advisors
New Jersey
$2K -$26.9K -594 -95%
CTB
422
Country Trust Bank
Illinois
$2K
TSW
423
Thompson Siegel & Walmsley
Virginia
$2K
CFD
424
Creative Financial Designs
Indiana
$1K -$5.29K -117 -83%
DVM
425
Dreman Value Management
Florida
$1K

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.