HSBC
HSBC
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.
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: 386 → 385 (-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: 8 → 7 (-1)
34% less call options, than puts
Call options by funds: $215M | Put options by funds: $327M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$103M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$39.4M |
| 3 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
+$38.1M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$37.1M |
| 5 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$297M |
| 2 |
Renaissance Technologies
New York
|
-$36.3M |
| 3 |
MICM
Matthews International Capital Management
San Francisco,
California
|
-$33.7M |
| 4 |
SM
Seminole Management
New York
|
-$25.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$16.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFS
426
Rockefeller Financial Services
New York
| – | -$3K | -73 | Closed |
|
|
LWA
427
Lenox Wealth Advisors
New York
| – | -$3K | -58 | Closed |
|
428
Group One Trading
Chicago,
Illinois
| – | +$45 | +1 | New |
|
|
GGPS
429
Gary Goldberg Planning Services
Suffern,
New York
| – | +$227 | +5 | New |
|
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.