HSBC
HSBC
425 hedge funds and large institutions have $4.11B invested in HSBC in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 105 increasing their positions, 244 reducing their positions, and 55 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
27% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 55
3% more funds holding
Funds holding: 414 → 425 (+11)
0.02% less ownership
Funds ownership: 0.54% → 0.52% (-0.02%)
9% less capital invested
Capital invested by funds: $4.49B → $4.11B (-$383M)
51% less call options, than puts
Call options by funds: $101M | Put options by funds: $208M
57% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 244
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Segantii Capital Management
Hong Kong
|
+$166M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
+$88.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$60M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$54.7M |
| 5 |
Renaissance Technologies
New York
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$539M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$96.6M |
| 3 |
MICM
Matthews International Capital Management
San Francisco,
California
|
-$39.4M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$25M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$21.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ML
476
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$1K | -33 | Closed |
|
|
CFD
477
Creative Financial Designs
Kokomo,
Indiana
| – | -$1K | -25 | Closed |
|
|
TWA
478
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -22 | Closed |
|
479
Nordea Investment Management
Stockholm,
Sweden
| – | +$400 | +10 | New |
|
HSBC Hedge Fund Activity: Q4 2018 in Review
425 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2018, worth a combined $4.11B — down 8.5% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new HSBC positions and 55 closed out — a net gain of 15 holders — while 105 added to existing stakes and 244 trimmed.
The largest buyer was Segantii Capital Management, opening a new position worth an estimated $166M. The largest seller was Bank of America, cutting an estimated $539M.
- 425 institutional investors held HSBC (HSBC) as of Q4 2018, up from 414 in Q3 2018.
- Funds reported $4.11B of HSBC stock for Q4 2018, down 8.5% quarter-over-quarter.
- 70 funds opened new HSBC positions in Q4 2018 and 55 closed out, a net change of +15 holders.
- The largest HSBC buyer in Q4 2018 was Segantii Capital Management, an estimated $166M added.
- The largest HSBC seller in Q4 2018 was Bank of America, an estimated $539M sold.
Based on aggregated 13F filings for Q4 2018.