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360 hedge funds and large institutions have $6.88B invested in HSBC in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

7% more capital invested

Capital invested by funds: $6.44B → $6.88B (+$435M)

0% more ownership

Funds ownership: 1.7%1.7% (+0%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less funds holding

Funds holding: 362360 (-2)

15% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $90.1M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
360
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.29%
New
33
Increased
144
Reduced
104
Closed
33
Calls
$76.4M
Puts
$90.1M
Net Calls
-$13.7M
Net Calls Change
-$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$49.4M +$8.17M +172,195 +19%
Franklin Resources
27
Franklin Resources
California
$44.5M -$280K -5,897 -0.6%
USAA
28
United Services Automobile Association
Texas
$43.5M +$14.4M +304,183 +49%
Capital International Investors
29
Capital International Investors
California
$41.7M -$42.4M -892,821 -50%
U
30
UBS
Switzerland
$41.6M -$2.51M -52,930 -6%
PPA
31
Parametric Portfolio Associates
Washington
$39.3M +$2.59M +54,547 +7%
Allianz Asset Management
32
Allianz Asset Management
Germany
$36.7M +$546K +11,514 +1%
JFL
33
Jarislowsky, Fraser Ltd
Quebec, Canada
$36.4M +$1.06M +22,256 +3%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$35.6M +$3.91M +82,395 +12%
HJGA
35
Hardman Johnston Global Advisors
Connecticut
$29.2M -$961K -20,261 -3%
BIP
36
Brandes Investment Partners
California
$28.7M +$3.16M +66,498 +12%
Bank of America
37
Bank of America
North Carolina
$27.1M -$6.69M -141,074 -20%
Renaissance Technologies
38
Renaissance Technologies
New York
$22.4M -$32.7M -689,607 -59%
AG
39
Aperio Group
California
$21.5M +$4.53M +95,419 +26%
WAM
40
World Asset Management
Michigan
$18.3M -$3.37M -71,063 -15%
BIM
41
BlackRock Investment Management
Delaware
$17.9M +$2.35M +49,483 +15%
PI
42
Placemark Investments
Illinois
$17.9M +$498K +10,494 +3%
Comerica Bank
43
Comerica Bank
Texas
$17.8M +$1.81M +38,187 +11%
NFA
44
Nationwide Fund Advisors
Ohio
$16.2M -$2.73M -57,557 -14%
ClearBridge Investments
45
ClearBridge Investments
New York
$15.8M -$3.19M -67,237 -17%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$15.7M +$1.29M +27,128 +9%
CAM
47
Capstone Asset Management
Texas
$15.5M +$1.11M +23,323 +8%
BTS
48
BB&T Securities
Virginia
$14.8M +$97.9K +2,063 +7%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$14.7M -$2.51M -52,926 -14%
DCLA
50
Douglas C. Lane & Associates
New York
$14.7M -$3.08M -64,906 -17%

HSBC Hedge Fund Activity: Q3 2013 in Review

360 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2013, worth a combined $6.88B — up 6.7% from $6.44B a quarter earlier.

Fund positioning in HSBC was balanced in Q3 2013: 33 funds opened new positions, 33 closed out, 144 added to existing stakes and 104 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $74.8M. The largest seller was Capital International Investors, cutting an estimated $42.4M.

  • 360 institutional investors held HSBC (HSBC) as of Q3 2013, down from 362 in Q2 2013.
  • Funds reported $6.88B of HSBC stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 33 funds opened new HSBC positions in Q3 2013 and 33 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q3 2013 was Wellington Management Group, an estimated $74.8M added.
  • The largest HSBC seller in Q3 2013 was Capital International Investors, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2013.