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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$23.4M +$121K +2,666 +0.5%
NIMC
27
NWQ Investment Management Company
California
$22.2M -$704K -15,566 -3%
Renaissance Technologies
28
Renaissance Technologies
New York
$21.8M +$15.4M +339,778 +280%
Deutsche Bank
29
Deutsche Bank
Germany
$21.4M -$18.6M -412,454 -48%
JCM
30
Janney Capital Management
Pennsylvania
$21.3M +$3.71M +82,019 +22%
CGH
31
Crossmark Global Holdings
Texas
$20.4M -$138K -3,042 -0.7%
JP Morgan Chase
32
JP Morgan Chase
New York
$20.2M +$1.22M +26,945 +7%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$18.3M +$15.3M +338,245 +687%
JFL
34
Jarislowsky, Fraser Ltd
Quebec, Canada
$17.6M -$1.6M -35,278 -9%
OAM
35
Oppenheimer Asset Management
New York
$17.5M
Natixis Advisors
36
Natixis Advisors
Massachusetts
$17.3M +$476K +10,523 +3%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$16.3M -$36.4K -804 -0.2%
Citigroup
38
Citigroup
New York
$16.1M +$4.13M +91,385 +37%
CAI
39
Capital Advisors Inc
Oklahoma
$14.7M +$33.5K +741 +0.2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$13.6M +$1.49M +32,848 +13%
Comerica Bank
41
Comerica Bank
Texas
$13.1M +$43.5K +963 +0.4%
HighTower Advisors
42
HighTower Advisors
Illinois
$12.7M +$186K +4,118 +2%
MSR
43
Main Street Research
Connecticut
$12.3M +$383K +8,460 +3%
US Bancorp
44
US Bancorp
Minnesota
$12.1M +$481K +10,634 +4%
ClearBridge Investments
45
ClearBridge Investments
New York
$12M +$424K +9,383 +4%
WAM
46
World Asset Management
Michigan
$11.7M -$440K -9,732 -4%
Stifel Financial
47
Stifel Financial
Missouri
$11.5M +$2.67M +59,006 +32%
CPC
48
Cookson Peirce & Co
Pennsylvania
$11.5M +$10.1M +222,363 +1,086%
GCAC
49
Guardian Capital Advisors (Canada)
Ontario, Canada
$10.6M +$123K +2,719 +1%
VIP
50
Vantage Investment Partners
Missouri
$10.5M +$10M +222,167 New

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.