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433 hedge funds and large institutions have $4.1B invested in HSBC in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

2% more funds holding

Funds holding: 425433 (+8)

0.01% less ownership

Funds ownership: 0.52%0.51% (-0.01%)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$12M)

56% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 257

60% less call options, than puts

Call options by funds: $123M | Put options by funds: $309M

Holders
433
Holders Change
+8
Holders Change %
+1.88%
% of All Funds
9.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
61
Increased
112
Reduced
257
Closed
47
Calls
$123M
Puts
$309M
Net Calls
-$186M
Net Calls Change
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GCAC
51
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.38M -$75.4K -1,870 -0.9%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$8.37M +$1.34M +33,140 +19%
VIP
53
Vantage Investment Partners
Missouri
$8.24M -$207K -5,135 -2%
US Bancorp
54
US Bancorp
Minnesota
$8.2M -$930K -23,070 -10%
PCC
55
Park Circle Company
Maryland
$8.04M -$202K -5,015 -2%
NCM
56
Noesis Capital Mangement
Florida
$7.43M +$58.6K +1,455 +0.8%
Stifel Financial
57
Stifel Financial
Missouri
$7.36M +$198K +4,919 +3%
Two Sigma Investments
58
Two Sigma Investments
New York
$6.88M +$6.91M +171,505 New
SEI Investments
59
SEI Investments
Pennsylvania
$6.72M +$752K +18,659 +13%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$6.6M +$562K +13,948 +9%
BF
61
BOK Financial
Oklahoma
$6.23M +$857K +21,280 +16%
FWCM
62
Ferguson Wellman Capital Management
Oregon
$6.09M +$497K +12,338 +9%
M&T Bank
63
M&T Bank
New York
$5.95M +$354K +8,793 +6%
TAM
64
Tocqueville Asset Management
New York
$5.87M -$612K -15,194 -9%
Invesco
65
Invesco
Georgia
$5.63M -$1.97M -48,891 -26%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$5.42M -$433K -10,739 -7%
HCM
67
Hutchinson Capital Management
California
$5.36M -$2.9M -71,847 -35%
JFL
68
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.35M -$1.55M -38,438 -22%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$5.23M +$211K +5,240 +4%
UCFA
70
United Capital Financial Advisors
Texas
$5.13M -$309K -7,678 -6%
TBC
71
Tweedy, Browne Co
Connecticut
$4.94M -$798K -19,799 -14%
HAI
72
Hennessy Advisors Inc
California
$4.89M +$554K +13,754 +13%
State Street
73
State Street
Massachusetts
$4.84M +$2.9M +71,889 +147%
SIS
74
Susquehanna International Securities
Ireland
$4.71M +$4.74M +117,583 New
CIBC Asset Management
75
CIBC Asset Management
Ontario, Canada
$4.71M +$1.98M +49,186 +72%

HSBC Hedge Fund Activity: Q1 2019 in Review

433 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2019, worth a combined $4.1B — down 0.29% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HSBC positions and 47 closed out — a net gain of 14 holders — while 112 added to existing stakes and 257 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $70.1M. The largest seller was Susquehanna International Group, cutting an estimated $51.6M.

  • 433 institutional investors held HSBC (HSBC) as of Q1 2019, up from 425 in Q4 2018.
  • Funds reported $4.1B of HSBC stock for Q1 2019, down 0.29% quarter-over-quarter.
  • 61 funds opened new HSBC positions in Q1 2019 and 47 closed out, a net change of +14 holders.
  • The largest HSBC buyer in Q1 2019 was Renaissance Technologies, an estimated $70.1M added.
  • The largest HSBC seller in Q1 2019 was Susquehanna International Group, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2019.