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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
QSS
451
Quantitative Systematic Strategies
Florida
-$221K -4,898 Closed
KFC
452
Klingenstein Fields & Co
New York
-$218K -4,821 Closed
Verition Fund Management
453
Verition Fund Management
Connecticut
-$209K -4,623 Closed
ARTA
454
A.R.T. Advisors
New York
-$205K -4,562 Closed
FPS
455
Fieldpoint Private Securities
Connecticut
-$127K -2,823 Closed
VFPI
456
Vantage Financial Partners (Illinois)
Illinois
-$236K -1,742 Closed
BONST
457
Bank of Nova Scotia Trust
Ontario, Canada
-$38K -834 Closed
FANJ
458
Financial Architects (New Jersey)
New Jersey
-$30K -672 Closed
TDC
459
Thompson Davis & Co
Virginia
-$18K -393 Closed
AC
460
Alexandria Capital
Virginia
-$16K -356 Closed
MFW
461
Mosaic Family Wealth
Missouri
-$14K -312 Closed
TCM
462
Tradewinds Capital Management
Washington
-$12K -276 Closed
Thrivent Financial for Lutherans
463
Thrivent Financial for Lutherans
Minnesota
-$12K -275 Closed
NCM
464
Nelson Capital Management
California
-$10K -219 Closed
HCA
465
Horan Capital Advisors
Ohio
-$9K -209 Closed
NIC
466
Northwest Investment Counselors
Oregon
-$9K -192 Closed
LA
467
Legacy Advisors
Pennsylvania
-$4K -98 Closed
GBT
468
Grove Bank & Trust
Florida
-$3K -77 Closed
NFG
469
Next Financial Group
Texas
-$1K -15 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.