HSBC
HSBC
349 hedge funds and large institutions have $3.74B invested in HSBC in 2016 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 128 increasing their positions, 87 reducing their positions, and 23 closing their positions.
222% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 23
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
47% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 87
15% more capital invested
Capital invested by funds: $3.24B → $3.74B (+$498M)
15% more funds holding
Funds holding: 304 → 349 (+45)
0.45% less ownership
Funds ownership: 0.97% → 0.52% (-0.45%)
51% less call options, than puts
Call options by funds: $126M | Put options by funds: $258M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$73.1M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$50.6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$50.1M |
| 4 |
MICM
Matthews International Capital Management
San Francisco,
California
|
+$31.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$17.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$10M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
-$9.48M |
HSBC Hedge Fund Activity: Q4 2016 in Review
349 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2016, worth a combined $3.74B — up 15% from $3.24B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new HSBC positions and 23 closed out — a net gain of 51 holders — while 128 added to existing stakes and 87 trimmed.
The largest buyer was Harding Loevner, adding an estimated $73.1M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $17.2M sold.
- 349 institutional investors held HSBC (HSBC) as of Q4 2016, up from 304 in Q3 2016.
- Funds reported $3.74B of HSBC stock for Q4 2016, up 15% quarter-over-quarter.
- 74 funds opened new HSBC positions in Q4 2016 and 23 closed out, a net change of +51 holders.
- The largest HSBC buyer in Q4 2016 was Harding Loevner, an estimated $73.1M added.
- The largest HSBC seller in Q4 2016 was Nine Masts Capital, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2016.