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360 hedge funds and large institutions have $6.88B invested in HSBC in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

7% more capital invested

Capital invested by funds: $6.44B → $6.88B (+$435M)

0% more ownership

Funds ownership: 1.7%1.7% (+0%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less funds holding

Funds holding: 362360 (-2)

15% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $90.1M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
360
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.29%
New
33
Increased
144
Reduced
104
Closed
33
Calls
$76.4M
Puts
$90.1M
Net Calls
-$13.7M
Net Calls Change
-$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
76
Forward Management
California
$7.19M +$5.08M +107,137 +230%
EVM
77
Eaton Vance Management
Massachusetts
$7.02M +$186K +3,913 +3%
OCAM
78
Onex Canada Asset Management
Ontario, Canada
$6.95M +$3.93M +82,748 +126%
CA
79
Commerzbank Aktiengesellschaft
Germany
$6.84M
EGA
80
Eagle Global Advisors
Texas
$6.59M -$383K -8,077 -5%
CNB
81
City National Bank
California
$6.58M +$878K +18,511 +15%
HCM
82
Hutchinson Capital Management
California
$6.51M +$22K +463 +0.3%
DVM
83
Dreman Value Management
Florida
$6.47M +$6.57M +138,431 New
BFS
84
Bradley Foster & Sargent
Connecticut
$6.47M +$6.57M +138,368 New
Brown Advisory
85
Brown Advisory
Maryland
$6.42M -$19K -401 -0.3%
William Blair & Company
86
William Blair & Company
Illinois
$6.35M -$79.4K -1,673 -1%
RJA
87
Raymond James & Associates
Florida
$6.09M +$988K +20,829 +19%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$5.97M -$37.2K -784 -0.6%
PIC
89
Portland Investment Counsel
Ontario, Canada
$5.7M +$1.05M +22,097 +22%
SMI
90
Shelter Mutual Insurance
Missouri
$5.7M
MHP
91
Manatuck Hill Partners
Connecticut
$5.59M
SB
92
Suntrust Banks
Georgia
$5.36M +$453K +9,556 +9%
CCM
93
Causeway Capital Management
California
$5.33M +$851K +17,943 +19%
LD
94
Lipe & Dalton
New York
$5.06M +$124K +2,611 +2%
Truist Financial
95
Truist Financial
North Carolina
$5M -$550K -11,597 -10%
MSA
96
Mason Street Advisors
Wisconsin
$4.99M +$5.07M +106,771 New
FWCM
97
Ferguson Wellman Capital Management
Oregon
$4.99M +$5.06M +106,722 New
SIPS
98
Shelter Insurance Profit Sharing
Missouri
$4.99M
O
99
OppenheimerFunds
New York
$4.91M +$1.26M +26,495 +34%
TWI
100
Thomas White International
Illinois
$4.79M -$4.06M -85,657 -46%

HSBC Hedge Fund Activity: Q3 2013 in Review

360 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2013, worth a combined $6.88B — up 6.7% from $6.44B a quarter earlier.

Fund positioning in HSBC was balanced in Q3 2013: 33 funds opened new positions, 33 closed out, 144 added to existing stakes and 104 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $74.8M. The largest seller was Capital International Investors, cutting an estimated $42.4M.

  • 360 institutional investors held HSBC (HSBC) as of Q3 2013, down from 362 in Q2 2013.
  • Funds reported $6.88B of HSBC stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 33 funds opened new HSBC positions in Q3 2013 and 33 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q3 2013 was Wellington Management Group, an estimated $74.8M added.
  • The largest HSBC seller in Q3 2013 was Capital International Investors, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2013.