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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
GAM
426
Gemmer Asset Management
California
$1K
RFA
427
Reilly Financial Advisors
California
$1K
RFM
428
Royal Fund Management
Florida
$1K +$1.81K +40 New
WEC
429
Winslow Evans & Crocker
Massachusetts
$982
PCG
430
Private Capital Group
Connecticut
$117 +$112K +2,482 New
LP
431
LMR Partners
United Kingdom
-$28.4M -634,405 Closed
NFA
432
Nationwide Fund Advisors
Ohio
-$14.5M -321,874 Closed
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
-$1.15K -253,622 Closed
SCM
434
Segantii Capital Management
Hong Kong
-$10.8M -241,385 Closed
OMC
435
Old Mission Capital
Illinois
-$3.88M -86,039 Closed
Jane Street
436
Jane Street
New York
-$3.05M -67,517 Closed
Capital Fund Management (CFM)
437
Capital Fund Management (CFM)
France
-$2.25M -49,721 Closed
NMC
438
Nine Masts Capital
Hong Kong
-$2.04M -45,646 Closed
Wolverine Trading
439
Wolverine Trading
Illinois
-$1.8M -39,808 Closed
Walleye Trading
440
Walleye Trading
New York
-$1.59M -35,203 Closed
PG
441
PEAK6 Group
Illinois
-$1.03M -22,851 Closed
BA
442
Bristol Advisors
Pennsylvania
-$929K -20,575 Closed
Two Sigma Advisers
443
Two Sigma Advisers
New York
-$918K -20,334 Closed
GH
444
GAM Holding
Switzerland
-$619K -13,708 Closed
TI
445
Trexquant Investment
Connecticut
-$494K -10,953 Closed
Squarepoint
446
Squarepoint
New York
-$426K -9,426 Closed
CMBA
447
C.M. Bidwell & Associates
Hawaii
-$366K -8,104 Closed
BCM
448
Bayesian Capital Management
New York
-$296K -6,567 Closed
WIS
449
Wright Investors Service
Connecticut
-$278K -6,167 Closed
Pacer Advisors
450
Pacer Advisors
Pennsylvania
-$224K -4,965 Closed

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.