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349 hedge funds and large institutions have $4.32B invested in HSBC in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more capital invested

Capital invested by funds: $4.18B → $4.32B (+$139M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.07% less ownership

Funds ownership: 1.21%1.14% (-0.07%)

1% less funds holding

Funds holding: 354349 (-5)

28% less call options, than puts

Call options by funds: $115M | Put options by funds: $160M

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 186

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
124
Reduced
186
Closed
36
Calls
$115M
Puts
$160M
Net Calls
-$45.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
BCAM
51
Boston Common Asset Management
Massachusetts
$10.2M -$12.2K -292 -0.1%
AAM
52
Aberdeen Asset Management
United Kingdom
$9.84M +$185K +4,444 +2%
Citadel Advisors
53
Citadel Advisors
Florida
$9.84M +$6.95M +166,788 +209%
Parallax Volatility Advisers
54
Parallax Volatility Advisers
California
$9.26M +$9.66M +231,978 New
Aristotle Capital Management
55
Aristotle Capital Management
California
$8.89M -$450K -10,804 -5%
US Bancorp
56
US Bancorp
Minnesota
$8.72M -$50.6K -1,216 -0.6%
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$8.68M -$930K -22,338 -9%
BC
58
Brookfield Corp
Ontario, Canada
$8.61M +$8.98M +215,608 New
WAM
59
World Asset Management
Michigan
$8.33M -$530K -12,720 -6%
PG
60
PEAK6 Group
Illinois
$8.07M -$1.27M -30,601 -13%
FM
61
Forward Management
California
$8M +$4.01M +96,172 +92%
TAM
62
Trillium Asset Management
Massachusetts
$7.89M +$6.26M +150,286 +317%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$7.88M -$199K -4,780 -2%
TBC
64
Tweedy, Browne Co
Connecticut
$7.63M +$190K +4,557 +2%
ACM
65
Advisors Capital Management
New Jersey
$7.51M +$562K +13,501 +8%
ClearBridge Investments
66
ClearBridge Investments
New York
$6.93M +$588K +14,122 +9%
UBS AM
67
UBS AM
Illinois
$6.82M +$7.12M +170,903 New
UCFA
68
United Capital Financial Advisors
Texas
$6.72M +$115K +2,753 +2%
NCM
69
Noesis Capital Mangement
Florida
$6.5M +$20.9K +503 +0.3%
CS
70
Credit Suisse
Switzerland
$6.07M -$134K -3,212 -2%
GCAC
71
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.95M +$174K +4,177 +3%
Lazard Asset Management
72
Lazard Asset Management
New York
$5.66M -$62.1K -1,491 -1%
First Manhattan
73
First Manhattan
New York
$5.14M +$636K +15,260 +13%
NCM
74
Northroad Capital Management
New York
$5.07M +$67.6K +1,622 +1%
Truist Financial
75
Truist Financial
North Carolina
$5M +$553K +13,276 +12%

HSBC Hedge Fund Activity: Q2 2015 in Review

349 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2015, worth a combined $4.32B — up 3.3% from $4.18B a quarter earlier.

Fund positioning in HSBC was balanced in Q2 2015: 36 funds opened new positions, 36 closed out, 124 added to existing stakes and 186 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $32.6M. The largest seller was Capital Research Global Investors, cutting an estimated $81.4M.

  • 349 institutional investors held HSBC (HSBC) as of Q2 2015, down from 354 in Q1 2015.
  • Funds reported $4.32B of HSBC stock for Q2 2015, up 3.3% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q2 2015 and 36 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q2 2015 was Millennium Management, an estimated $32.6M added.
  • The largest HSBC seller in Q2 2015 was Capital Research Global Investors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2015.