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430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
51
Catalyst Capital Advisors
New York
$10.3M +$9.9M +218,884 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$10.3M -$2.29M -50,711 -19%
PCC
53
Park Circle Company
Maryland
$10.2M +$5.9M +130,596 +151%
HCM
54
Hutchinson Capital Management
California
$10.1M -$2.07M -45,816 -18%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$9.32M -$13.9M -307,135 -61%
Geode Capital Management
56
Geode Capital Management
Massachusetts
$8.73M +$46.6K +1,030 +0.6%
NCM
57
Noesis Capital Mangement
Florida
$8.63M +$136K +3,009 +2%
SEI Investments
58
SEI Investments
Pennsylvania
$8.26M +$1.89M +41,693 +31%
TAM
59
Tocqueville Asset Management
New York
$8.19M +$1.49K +33 +0%
TBC
60
Tweedy, Browne Co
Connecticut
$7.38M -$1.31M -28,991 -16%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$7.09M +$449K +9,924 +7%
M&T Bank
62
M&T Bank
New York
$6.92M +$1.06M +23,438 +19%
BF
63
BOK Financial
Oklahoma
$6.87M +$2M +44,326 +44%
MS
64
Maven Securities
Jersey
$6.7M -$19.5M -431,366 -75%
HAI
65
Hennessy Advisors Inc
California
$6.62M
GC
66
Guggenheim Capital
Illinois
$6.53M -$721K -15,955 -10%
Massachusetts Financial Services
67
Massachusetts Financial Services
Massachusetts
$6.03M +$398K +8,792 +7%
Truist Financial
68
Truist Financial
North Carolina
$5.92M -$12.7K -281 -0.2%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$5.88M -$6.6K -146 -0.1%
Brown Advisory
70
Brown Advisory
Maryland
$5.83M +$217K +4,790 +4%
MHP
71
Manatuck Hill Partners
Connecticut
$5.55M
SA
72
Strategic Advisors
New York
$5.54M +$148K +3,284 +2%
UCFA
73
United Capital Financial Advisors
Texas
$5.53M +$393K +8,695 +8%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$5.52M -$332K -7,336 -6%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$5.44M -$1.27M -28,098 -20%

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.