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434 hedge funds and large institutions have $5.06B invested in HSBC in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 261 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more funds holding

Funds holding: 430434 (+4)

0.03% more ownership

Funds ownership: 0.54%0.57% (+0.03%)

0% more capital invested

Capital invested by funds: $5.06B → $5.06B (+$867K)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

56% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 261

71% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $233M

Holders
434
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
114
Reduced
261
Closed
49
Calls
$67.1M
Puts
$233M
Net Calls
-$166M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hutchinson Capital Management
California
$9.25M -$284K -5,973 -3%
SEI Investments
52
SEI Investments
Pennsylvania
$9.24M +$1.56M +32,883 +19%
Invesco
53
Invesco
Georgia
$9.03M -$21M -441,167 -68%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$8.52M -$14.5M -304,968 -61%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$8.26M +$37.5K +788 +0.4%
NCM
56
Noesis Capital Mangement
Florida
$8.22M +$91.6K +1,925 +1%
WAM
57
World Asset Management
Michigan
$7.59M -$3.69M -77,485 -31%
TAM
58
Tocqueville Asset Management
New York
$7.52M -$206K -4,320 -2%
BF
59
BOK Financial
Oklahoma
$7.41M +$994K +20,879 +14%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$6.97M +$313K +6,571 +4%
TBC
61
Tweedy, Browne Co
Connecticut
$6.78M -$189K -3,979 -3%
M&T Bank
62
M&T Bank
New York
$6.6M +$93.7K +1,969 +1%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$6.57M +$3.94M +82,724 +127%
FWCM
64
Ferguson Wellman Capital Management
Oregon
$5.87M +$2.75M +57,862 +78%
GC
65
Guggenheim Capital
Illinois
$5.71M -$470K -9,885 -7%
UCFA
66
United Capital Financial Advisors
Texas
$5.33M +$129K +2,709 +2%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$5.27M -$292K -6,138 -5%
Truist Financial
68
Truist Financial
North Carolina
$5.26M -$337K -7,086 -6%
Brown Advisory
69
Brown Advisory
Maryland
$5.24M -$269K -5,660 -5%
Massachusetts Financial Services
70
Massachusetts Financial Services
Massachusetts
$5.23M -$477K -10,027 -8%
SA
71
Strategic Advisors
New York
$5.22M -$100K -2,101 -1%
HAI
72
Hennessy Advisors Inc
California
$5.15M -$1.17M -24,519 -17%
MHP
73
Manatuck Hill Partners
Connecticut
$5.12M -$114K -2,400 -2%
AAM
74
Augustine Asset Management
Florida
$4.41M -$35.7K -751 -0.8%
First Manhattan
75
First Manhattan
New York
$4.2M -$250K -5,260 -5%

HSBC Hedge Fund Activity: Q1 2018 in Review

434 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2018, worth a combined $5.06B — up 0.02% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 49 closed out — a net gain of 7 holders — while 114 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $35.9M.

  • 434 institutional investors held HSBC (HSBC) as of Q1 2018, up from 430 in Q4 2017.
  • Funds reported $5.06B of HSBC stock for Q1 2018, up 0.02% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest HSBC buyer in Q1 2018 was Bank of America, an estimated $364M added.
  • The largest HSBC seller in Q1 2018 was Credit Suisse, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.