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385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 123

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.04% less ownership

Funds ownership: 1.73%1.7% (-0.04%)

0% less funds holding

Funds holding: 386385 (-1)

8% less capital invested

Capital invested by funds: $7.12B → $6.54B (-$578M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

34% less call options, than puts

Call options by funds: $215M | Put options by funds: $327M

Holders
385
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
44
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$7.21M +$6.04M +133,166 +424%
FM
77
Forward Management
California
$6.84M -$1.99M -43,842 -22%
BPBT
78
Boston Private Bank & Trust
Massachusetts
$6.76M -$755K -16,627 -10%
Invesco
79
Invesco
Georgia
$6.53M +$1.28M +28,270 +23%
NCM
80
Northroad Capital Management
New York
$6.5M -$258K -5,689 -4%
CA
81
Commerzbank Aktiengesellschaft
Germany
$6.46M -$31.9K -704 -0.5%
O
82
OppenheimerFunds
New York
$6.42M +$1.95M +42,906 +41%
Brown Advisory
83
Brown Advisory
Maryland
$5.9M -$7.03K -155 -0.1%
William Blair & Company
84
William Blair & Company
Illinois
$5.86M +$217K +4,791 +4%
HCM
85
Hutchinson Capital Management
California
$5.85M -$186K -4,103 -3%
EVM
86
Eaton Vance Management
Massachusetts
$5.75M -$829K -18,276 -12%
DVM
87
Dreman Value Management
Florida
$5.65M +$1.35M +29,683 +30%
DCLA
88
Douglas C. Lane & Associates
New York
$5.59M -$2.07M -45,542 -26%
EGA
89
Eagle Global Advisors
Texas
$5.43M -$652K -14,372 -10%
Fiera Capital (Canada)
90
Fiera Capital (Canada)
Quebec, Canada
$5.42M +$276K +6,076 +5%
SMI
91
Shelter Mutual Insurance
Missouri
$5.34M
MHP
92
Manatuck Hill Partners
Connecticut
$5.24M
GCAC
93
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.03M +$392K +8,646 +8%
RJA
94
Raymond James & Associates
Florida
$4.99M -$1.01M -22,234 -16%
FWCM
95
Ferguson Wellman Capital Management
Oregon
$4.78M +$25.5K +563 +0.5%
SIPS
96
Shelter Insurance Profit Sharing
Missouri
$4.67M
TWI
97
Thomas White International
Illinois
$4.65M +$14.7K +324 +0.3%
PG
98
PEAK6 Group
Illinois
$4.61M +$4.77M +105,189 New
TH
99
Timber Hill
Connecticut
$4.22M +$4.38M +96,428 New
LD
100
Lipe & Dalton
New York
$4.18M +$44.8K +987 +1%

HSBC Hedge Fund Activity: Q1 2014 in Review

385 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2014, worth a combined $6.54B — down 8.1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HSBC positions and 44 closed out — a net gain of 2 holders — while 139 added to existing stakes and 123 trimmed.

The largest buyer was Bessemer Group, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 385 institutional investors held HSBC (HSBC) as of Q1 2014, down from 386 in Q4 2013.
  • Funds reported $6.54B of HSBC stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 46 funds opened new HSBC positions in Q1 2014 and 44 closed out, a net change of +2 holders.
  • The largest HSBC buyer in Q1 2014 was Bessemer Group, an estimated $103M added.
  • The largest HSBC seller in Q1 2014 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.