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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
JP Morgan Chase
26
JP Morgan Chase
New York
$20.1M +$1.12M +23,472 +5%
NIMC
27
NWQ Investment Management Company
California
$19.8M -$1.29M -27,083 -6%
JCM
28
Janney Capital Management
Pennsylvania
$19.6M -$558K -11,728 -3%
Citigroup
29
Citigroup
New York
$18.5M +$3.84M +80,718 +24%
CGH
30
Crossmark Global Holdings
Texas
$17.1M -$2.27M -47,609 -11%
OAM
31
Oppenheimer Asset Management
New York
$17M -$215K -4,508 -1%
PG
32
PEAK6 Group
Illinois
$15.8M +$16.9M +354,303 New
Natixis Advisors
33
Natixis Advisors
Massachusetts
$15.6M -$743K -15,610 -4%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$15.2M -$231K -4,849 -1%
JFL
35
Jarislowsky, Fraser Ltd
Quebec, Canada
$14.3M -$2.52M -52,927 -14%
CAI
36
Capital Advisors Inc
Oklahoma
$13.3M -$577K -12,118 -4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$13.2M +$313K +6,573 +2%
MSR
38
Main Street Research
Connecticut
$12M +$421K +8,856 +3%
Comerica Bank
39
Comerica Bank
Texas
$11.8M -$95.5K -2,006 -0.8%
ClearBridge Investments
40
ClearBridge Investments
New York
$11.7M +$385K +8,100 +3%
HighTower Advisors
41
HighTower Advisors
Illinois
$11.7M -$290K -6,102 -2%
US Bancorp
42
US Bancorp
Minnesota
$11.1M -$303K -6,376 -2%
Barclays
43
Barclays
United Kingdom
$10.9M +$11.4M +238,696 +3,154%
Stifel Financial
44
Stifel Financial
Missouri
$10.7M -$69.7K -1,465 -0.6%
CPC
45
Cookson Peirce & Co
Pennsylvania
$10.6M -$167K -3,508 -1%
VIP
46
Vantage Investment Partners
Missouri
$9.68M -$216K -4,534 -2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$9.58M -$107K -2,243 -1%
CCA
48
Catalyst Capital Advisors
New York
$9.53M -$213K -4,467 -2%
GCAC
49
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.51M -$57.1K -1,199 -0.6%
PCC
50
Park Circle Company
Maryland
$9.45M -$211K -4,427 -2%

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.