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HSBC
HSBC

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: 430 → 434 (+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: 8 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$364M
2
Morgan Stanley
Morgan Stanley
New York
+$18.4M
3
MICM
Matthews International Capital Management
California
+$17.8M
4
PG
PEAK6 Group
Illinois
+$16.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$35.9M
2
Invesco
Invesco
Georgia
-$21M
3
Deutsche Bank
Deutsche Bank
Germany
-$20.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$19.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
476
Lowe Wealth Advisors
Maryland
– -$21K -438 Closed
SPI
477
Santori & Peters Inc
Pennsylvania
– -$14K -317 Closed
PWM
478
Paulson Wealth Management
Illinois
– -$11K -233 Closed
VCM
479
Versant Capital Management
Arizona
– -$10K -230 Closed
FFG
480
Ford Financial Group
California
– -$5K -113 Closed
CTB
481
Country Trust Bank
Illinois
– -$2K -36 Closed
SQA
482
Simon Quick Advisors
New Jersey
– -$2K -32 Closed
HI
483
Hudock Inc
Pennsylvania
– +$381 +8 New
16 17 18 19
20

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.