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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
51
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.8M -$2.59M -58,661 -20%
GCAC
52
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.33M +$40.7K +920 +0.4%
TBC
53
Tweedy, Browne Co
Connecticut
$8.37M -$109K -2,468 -1%
AssetMark Inc
54
AssetMark Inc
California
$8.35M -$93.8K -2,121 -1%
Stifel Financial
55
Stifel Financial
Missouri
$8.31M -$778K -17,591 -9%
Geode Capital Management
56
Geode Capital Management
Massachusetts
$8.31M -$2.32M -52,464 -22%
NCM
57
Noesis Capital Mangement
Florida
$8.13M +$47.1K +1,064 +0.6%
TAM
58
Tocqueville Asset Management
New York
$7.83M +$96.9K +2,191 +1%
GC
59
Guggenheim Capital
Illinois
$6.97M -$214K -4,844 -3%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$6.47M -$6.26M -141,448 -50%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$6.34M +$512K +11,586 +9%
HAI
62
Hennessy Advisors Inc
California
$6.33M
SEI Investments
63
SEI Investments
Pennsylvania
$6.02M +$552K +12,471 +10%
Truist Financial
64
Truist Financial
North Carolina
$5.68M -$497K -11,248 -8%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$5.64M -$1.05M -23,665 -16%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$5.61M -$5.34M -120,844 -49%
M&T Bank
67
M&T Bank
New York
$5.56M +$1.16M +26,246 +27%
Renaissance Technologies
68
Renaissance Technologies
New York
$5.48M +$5.37M +121,410 New
Massachusetts Financial Services
69
Massachusetts Financial Services
Massachusetts
$5.37M +$735K +16,612 +16%
Brown Advisory
70
Brown Advisory
Maryland
$5.36M +$114K +2,572 +2%
MHP
71
Manatuck Hill Partners
Connecticut
$5.31M
SA
72
Strategic Advisors
New York
$5.3M +$900K +20,356 +15%
UCFA
73
United Capital Financial Advisors
Texas
$4.9M +$319K +7,222 +7%
First Manhattan
74
First Manhattan
New York
$4.59M +$17K +384 +0.4%
BF
75
BOK Financial
Oklahoma
$4.58M +$545K +12,326 +14%

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.