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433 hedge funds and large institutions have $4.1B invested in HSBC in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

2% more funds holding

Funds holding: 425433 (+8)

0.01% less ownership

Funds ownership: 0.52%0.51% (-0.01%)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$12M)

56% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 257

60% less call options, than puts

Call options by funds: $123M | Put options by funds: $309M

Holders
433
Holders Change
+8
Holders Change %
+1.88%
% of All Funds
9.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
61
Increased
112
Reduced
257
Closed
47
Calls
$123M
Puts
$309M
Net Calls
-$186M
Net Calls Change
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$25.7M +$16.9M +419,473 +190%
BIP
27
Brandes Investment Partners
California
$23.2M +$1.15M +28,586 +5%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$19.6M -$1.16M -28,781 -6%
Millennium Management
29
Millennium Management
New York
$19.1M -$9.28M -230,337 -33%
RJA
30
Raymond James & Associates
Florida
$18.1M -$1.04M -25,859 -5%
CS
31
Credit Suisse
Switzerland
$17.7M +$17.1M +423,196 +2,449%
JP Morgan Chase
32
JP Morgan Chase
New York
$17.5M +$2.04M +50,633 +13%
Citadel Advisors
33
Citadel Advisors
Florida
$16.5M +$12.7M +315,839 +331%
OAM
34
Oppenheimer Asset Management
New York
$15.9M +$738K +18,319 +5%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$15.8M +$301K +7,472 +2%
Verition Fund Management
36
Verition Fund Management
Connecticut
$15.5M +$15.6M +386,797 New
JCM
37
Janney Capital Management
Pennsylvania
$15.3M -$460K -11,415 -3%
Fidelity International
38
Fidelity International
Bermuda
$14M -$16.5M -408,283 -54%
NIMC
39
NWQ Investment Management Company
California
$13.8M +$96K +2,382 +0.7%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$13.8M +$1.29M +31,911 +10%
CGH
41
Crossmark Global Holdings
Texas
$13.5M -$37.2K -922 -0.3%
Barclays
42
Barclays
United Kingdom
$12.4M +$10.6M +262,342 +571%
NMC
43
Nine Masts Capital
Hong Kong
$12.1M -$1.06M -26,276 -8%
Comerica Bank
44
Comerica Bank
Texas
$11.8M -$141K -3,508 -1%
ClearBridge Investments
45
ClearBridge Investments
New York
$11.7M -$767K -19,035 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.4M -$4.16M -103,245 -27%
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$11M +$122K +3,019 +1%
CI
48
Cowen Inc
New York
$10.2M +$10.3M +254,646 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$8.99M -$51.6M -1,279,430 -85%
HighTower Advisors
50
HighTower Advisors
Illinois
$8.89M +$1.02M +25,204 +13%

HSBC Hedge Fund Activity: Q1 2019 in Review

433 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2019, worth a combined $4.1B — down 0.29% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HSBC positions and 47 closed out — a net gain of 14 holders — while 112 added to existing stakes and 257 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $70.1M. The largest seller was Susquehanna International Group, cutting an estimated $51.6M.

  • 433 institutional investors held HSBC (HSBC) as of Q1 2019, up from 425 in Q4 2018.
  • Funds reported $4.1B of HSBC stock for Q1 2019, down 0.29% quarter-over-quarter.
  • 61 funds opened new HSBC positions in Q1 2019 and 47 closed out, a net change of +14 holders.
  • The largest HSBC buyer in Q1 2019 was Renaissance Technologies, an estimated $70.1M added.
  • The largest HSBC seller in Q1 2019 was Susquehanna International Group, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2019.