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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
MC
451
Miles Capital
Iowa
-$421K -8,924 Closed
FAAS
452
First Allied Advisory Services
California
-$364K -7,711 Closed
ACS
453
Archford Capital Strategies
Illinois
-$350K -7,425 Closed
NFA
454
Nuveen Fund Advisors
Illinois
-$276K -5,860 Closed
PAM
455
PVG Asset Management
Colorado
-$275K -5,839 Closed
BWAM
456
Boyd Watterson Asset Management
Ohio
-$258K -5,478 Closed
GIM
457
Granahan Investment Management
Massachusetts
-$242K -5,127 Closed
QCMC
458
Quantum Capital Management (California)
California
-$216K -4,581 Closed
IIM
459
Ipswich Investment Management
Massachusetts
-$216K -4,572 Closed
WB
460
WesBanco Bank
West Virginia
-$214K -4,530 Closed
WC
461
Weil Company
California
-$212K -4,504 Closed
FAIM
462
Financial Advocates Investment Management
Washington
-$211K -4,475 Closed
CSIC
463
Clifford Swan Investment Counsel
California
-$211K -4,465 Closed
DCM
464
Dynamic Capital Management
Jersey
-$209K -4,428 Closed
HH
465
Hilltop Holdings
Texas
-$209K -4,424 Closed
PVWM
466
Point View Wealth Management
New Jersey
-$208K -4,408 Closed
MWM
467
Modera Wealth Management
New Jersey
-$207K -4,378 Closed
RCA
468
Rowland Carmichael Advisors
Arizona
-$205K -4,346 Closed
DIM
469
DC Investments Management
Virginia
-$200K -4,232 Closed
ZB
470
Zions Bancorporation
Utah
-$153K -3,250 Closed
WA
471
Winfield Associates
Ohio
-$63K -1,319 Closed
CT
472
CPF Texas
Texas
-$38K -810 Closed
RPC
473
Rossmore Private Capital
Connecticut
-$35.1K -743 Closed
CMO
474
Covenant Multifamily Offices
Texas
-$32K -670 Closed
KJWM
475
Kiley Juergens Wealth Management
Washington
-$31K -670 Closed

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.