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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$22.8M +$7.34M +165,902 +49%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$22.3M +$19.9K +450 +0.1%
NIMC
28
NWQ Investment Management Company
California
$22M -$1.01M -22,943 -4%
RJA
29
Raymond James & Associates
Florida
$21.4M +$955K +21,585 +5%
CS
30
Credit Suisse
Switzerland
$20M +$13.7M +308,741 +230%
CGH
31
Crossmark Global Holdings
Texas
$19.7M +$19.3M +436,317 New
JFL
32
Jarislowsky, Fraser Ltd
Quebec, Canada
$18.5M -$1.43M -32,223 -7%
JP Morgan Chase
33
JP Morgan Chase
New York
$18.1M -$1.32M -29,943 -7%
OAM
34
Oppenheimer Asset Management
New York
$17.5M -$65.2K -1,474 -0.4%
JCM
35
Janney Capital Management
Pennsylvania
$16.7M -$314K -7,110 -2%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$16M -$406K -9,175 -3%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$15.6M +$112K +2,540 +0.7%
NFA
38
Nationwide Fund Advisors
Ohio
$14.5M -$1.44M -32,638 -9%
CAI
39
Capital Advisors Inc
Oklahoma
$14M +$10.9K +246 +0.1%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$12.1M -$374K -8,450 -3%
HighTower Advisors
41
HighTower Advisors
Illinois
$11.9M +$412K +9,314 +4%
HCM
42
Hutchinson Capital Management
California
$11.7M -$170K -3,839 -1%
WAM
43
World Asset Management
Michigan
$11.6M -$26.4K -596 -0.2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$11.6M +$102K +2,316 +0.9%
Comerica Bank
45
Comerica Bank
Texas
$11.5M +$112K +2,535 +1%
MSR
46
Main Street Research
Connecticut
$11.4M +$252K +5,694 +2%
Citigroup
47
Citigroup
New York
$11.3M +$908K +20,540 +9%
ClearBridge Investments
48
ClearBridge Investments
New York
$11.1M -$4.92M -111,350 -31%
US Bancorp
49
US Bancorp
Minnesota
$11.1M -$526K -11,901 -5%
SCM
50
Segantii Capital Management
Hong Kong
$10.8M +$10.7M +241,385 New

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.