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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Augustine Asset Management
Florida
$4.38M +$551K +12,449 +15%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$4.11M +$388K +8,768 +11%
AAIM
78
American Assets Investment Management
California
$3.99M +$83K +1,877 +2%
PCC
79
Park Circle Company
Maryland
$3.9M
OMC
80
Old Mission Capital
Illinois
$3.88M +$1.61M +36,374 +73%
SIA
81
Sit Investment Associates
Minnesota
$3.78M +$65.3K +1,477 +2%
SFS
82
Strategic Financial Services
New York
$3.77M -$3.54K -80 -0.1%
SG Americas Securities
83
SG Americas Securities
New York
$3.72M +$2.45M +55,501 +206%
SCM
84
Stellar Capital Management
Arizona
$3.37M +$30.7K +695 +0.9%
Citadel Advisors
85
Citadel Advisors
Florida
$3.36M +$479K +10,832 +17%
FWCM
86
Ferguson Wellman Capital Management
Oregon
$3.3M +$3.24M +73,162 New
CBT
87
Capital Bank & Trust
California
$3.19M +$136K +3,070 +5%
Parallax Volatility Advisers
88
Parallax Volatility Advisers
California
$3.13M -$783K -17,711 -20%
Jane Street
89
Jane Street
New York
$3.05M +$1.92M +43,360 +179%
AAM
90
Advisors Asset Management
Colorado
$3.01M +$28.9K +654 +1%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$2.83M -$4.85M -109,719 -64%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$2.82M -$391K -8,839 -12%
LNWWM
93
Laird Norton Wetherby Wealth Management
California
$2.68M +$37.9K +857 +1%
KeyBank National Association
94
KeyBank National Association
Ohio
$2.63M -$444K -10,045 -15%
PA
95
Profund Advisors
Maryland
$2.6M +$686K +15,505 +37%
BB
96
Bell Bank
North Dakota
$2.51M -$32.2K -729 -1%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$2.45M +$69.6K +1,573 +3%
AC
98
AFAM Capital
Texas
$2.45M -$162K -3,657 -6%
DLCIG
99
D.L. Carlson Investment Group
New Hampshire
$2.44M +$2.4M +54,152 New
LPL Financial
100
LPL Financial
California
$2.39M +$120K +2,705 +5%

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.