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338 hedge funds and large institutions have $3.58B invested in HSBC in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 124 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 1.14%1.11% (-0.03%)

2% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 124

3% less funds holding

Funds holding: 349338 (-11)

17% less capital invested

Capital invested by funds: $4.32B → $3.58B (-$738M)

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

43% less call options, than puts

Call options by funds: $76.3M | Put options by funds: $135M

Holders
338
Holders Change
-11
Holders Change %
-3.15%
% of All Funds
9.44%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
34
Increased
122
Reduced
124
Closed
43
Calls
$76.3M
Puts
$135M
Net Calls
-$58.5M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
World Asset Management
Michigan
$7.67M +$697K +18,648 +9%
UBS AM
52
UBS AM
Illinois
$7.3M +$1.7M +45,502 +27%
US Bancorp
53
US Bancorp
Minnesota
$7.21M -$180K -4,823 -2%
TAM
54
Trillium Asset Management
Massachusetts
$7.17M +$550K +14,721 +7%
ACM
55
Advisors Capital Management
New Jersey
$6.86M +$565K +15,121 +8%
TH
56
Timber Hill
Connecticut
$6.68M +$4.5M +120,268 +155%
TBC
57
Tweedy, Browne Co
Connecticut
$6.53M +$89.8K +2,403 +1%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$6.42M -$272K -7,279 -4%
Aristotle Capital Management
59
Aristotle Capital Management
California
$6.26M -$1.39M -37,214 -17%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$6.21M -$3.04M -81,429 -31%
Fayez Sarofim & Co
61
Fayez Sarofim & Co
Texas
$6.16M -$1.3M -34,802 -16%
CS
62
Credit Suisse
Switzerland
$6.11M +$1.09M +29,086 +19%
ClearBridge Investments
63
ClearBridge Investments
New York
$5.9M +$49.3K +1,318 +0.8%
FM
64
Forward Management
California
$5.73M -$1.15M -30,662 -15%
NCM
65
Noesis Capital Mangement
Florida
$5.48M -$8.78K -235 -0.1%
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$5.35M +$79.7K +2,132 +1%
HighTower Advisors
67
HighTower Advisors
Illinois
$4.79M +$3.43M +91,797 +185%
Lazard Asset Management
68
Lazard Asset Management
New York
$4.71M -$83.9K -2,244 -2%
GCAC
69
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.52M -$584K -15,613 -11%
Truist Financial
70
Truist Financial
North Carolina
$4.4M +$197K +5,282 +4%
First Manhattan
71
First Manhattan
New York
$4.26M -$94.8K -2,537 -2%
Brown Advisory
72
Brown Advisory
Maryland
$4.22M +$108K +2,887 +2%
M&T Bank
73
M&T Bank
New York
$4.18M +$352K +9,410 +8%
NCM
74
Northroad Capital Management
New York
$4.1M -$210K -5,607 -4%
HCM
75
Hutchinson Capital Management
California
$4M -$65K -1,740 -1%

HSBC Hedge Fund Activity: Q3 2015 in Review

338 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2015, worth a combined $3.58B — down 17% from $4.32B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of HSBC and 34 opened new positions — a net loss of 9 holders — while 124 trimmed existing stakes and 122 added.

The largest buyer was Bank of America, adding an estimated $97M. The largest seller was Matthews International Capital Management, cutting an estimated $78.8M.

  • 338 institutional investors held HSBC (HSBC) as of Q3 2015, down from 349 in Q2 2015.
  • Funds reported $3.58B of HSBC stock for Q3 2015, down 17% quarter-over-quarter.
  • 34 funds opened new HSBC positions in Q3 2015 and 43 closed out, a net change of -9 holders.
  • The largest HSBC buyer in Q3 2015 was Bank of America, an estimated $97M added.
  • The largest HSBC seller in Q3 2015 was Matthews International Capital Management, an estimated $78.8M sold.

Based on aggregated 13F filings for Q3 2015.