We are live on ! Find out more

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
CFA
401
Camarda Financial Advisors
Florida
$9K -$190 -4 -2%
RFM
402
Royal Fund Management
Florida
$9K +$8.28K +174 +435%
SWP
403
Strategic Wealth Partners
Ohio
$9K +$9.8K +206 New
CHP
404
Cable Hill Partners
Oregon
$8K -$190 -4 -2%
WC
405
Whitnell & Co
Illinois
$8K -$190 -4 -2%
SFM
406
Signet Financial Management
New Jersey
$8K +$8.99K +189 New
AF
407
Allworth Financial
California
$7K -$143 -3 -2%
JFA
408
JNBA Financial Advisors
Minnesota
$7K +$7.19K +151 New
MC
409
Martin Currie
United Kingdom
$6K -$143 -3 -2%
WDL
410
Well Done LLC
Michigan
$6K +$6.38K +134 New
AIS
411
Accurate Investment Solutions
Pennsylvania
$5K -$95 -2 -2%
EWM
412
Edge Wealth Management
New York
$5K -$95 -2 -2%
TCOV
413
Trust Company of Vermont
Vermont
$5K -$95 -2 -2%
VNA
414
Valley National Advisers
Pennsylvania
$5K -$95 -2 -2%
CB
415
Community Bank
New York
$4K -$95 -2 -2%
HMS
416
Hanseatic Management Services
New Mexico
$4K -$95 -2 -2%
DAM
417
Delta Asset Management
Tennessee
$4K -$48 -1 -1%
SWA
418
Sutton Wealth Advisors
Florida
$3.86K -$95 -2 -2%
KTC
419
Kistler-Tiffany Companies
Pennsylvania
$3K -$4.85K -102 -59%
FGC
420
Financial Gravity Companies
Texas
$3K -$2.62K -55 -50%
CHC
421
City Holding Co
West Virginia
$3K -$48 -1 -2%
PWM
422
Perigon Wealth Management
California
$3K -$48 -1 -1%
FGAM
423
Financial Gravity Asset Management
Texas
$3K +$2.57K +54 New
JA
424
JOYN Advisors
Georgia
$3K +$2.76K +58 New
CTC
425
Central Trust Company
Missouri
$2K -$1.52K -32 -48%

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.