HSBC
HSBC
414 hedge funds and large institutions have $4.49B invested in HSBC in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 264 reducing their positions, and 54 closing their positions.
0.01% less ownership
Funds ownership: 0.56% → 0.54% (-0.01%)
3% less funds holding
Funds holding: 425 → 414 (-11)
9% less capital invested
Capital invested by funds: $4.93B → $4.49B (-$435M)
13% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 54
31% less call options, than puts
Call options by funds: $85M | Put options by funds: $123M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
63% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 264
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$13.4M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$11.1M |
| 3 |
Morgan Stanley
New York
|
+$7.06M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.29M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$35.5M |
| 2 |
MICM
Matthews International Capital Management
San Francisco,
California
|
-$24.7M |
| 3 |
Goldman Sachs
New York
|
-$14.8M |
| 4 |
MSR
Main Street Research
Lakeville,
Connecticut
|
-$11.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.6M |
HSBC Hedge Fund Activity: Q3 2018 in Review
414 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2018, worth a combined $4.49B — down 8.8% from $4.93B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of HSBC and 47 opened new positions — a net loss of 7 holders — while 264 trimmed existing stakes and 97 added.
The largest buyer was Fisher Asset Management, adding an estimated $13.4M. The largest seller was Dimensional Fund Advisors, cutting an estimated $35.5M.
- 414 institutional investors held HSBC (HSBC) as of Q3 2018, down from 425 in Q2 2018.
- Funds reported $4.49B of HSBC stock for Q3 2018, down 8.8% quarter-over-quarter.
- 47 funds opened new HSBC positions in Q3 2018 and 54 closed out, a net change of -7 holders.
- The largest HSBC buyer in Q3 2018 was Fisher Asset Management, an estimated $13.4M added.
- The largest HSBC seller in Q3 2018 was Dimensional Fund Advisors, an estimated $35.5M sold.
Based on aggregated 13F filings for Q3 2018.