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430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Augustine Asset Management
Florida
$4.72M +$134K +2,969 +3%
First Manhattan
77
First Manhattan
New York
$4.71M -$86.8K -1,919 -2%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$4.24M -$52.2K -1,155 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
79
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.22M +$2.51M +55,487 +163%
AAIM
80
American Assets Investment Management
California
$4.21M +$40.7K +901 +1%
SIA
81
Sit Investment Associates
Minnesota
$4.09M +$134K +2,955 +4%
SFS
82
Strategic Financial Services
New York
$3.93M -$11.6K -257 -0.3%
SCM
83
Stellar Capital Management
Arizona
$3.67M +$141K +3,113 +4%
FWCM
84
Ferguson Wellman Capital Management
Oregon
$3.5M +$44.7K +988 +1%
Two Sigma Investments
85
Two Sigma Investments
New York
$3.26M +$3.12M +69,094 New
Parallax Volatility Advisers
86
Parallax Volatility Advisers
California
$3.21M -$62.4K -1,380 -2%
AAM
87
Advisors Asset Management
Colorado
$3.19M +$37.3K +826 +1%
PA
88
Profund Advisors
Maryland
$3.19M +$454K +10,047 +17%
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.17M -$7.73M -170,893 -72%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$3.07M +$119K +2,638 +4%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$3.07M +$100K +2,213 +4%
AssetMark Inc
92
AssetMark Inc
California
$3.04M -$5.45M -120,629 -65%
DLCIG
93
D.L. Carlson Investment Group
New Hampshire
$3.02M +$449K +9,936 +18%
MF
94
MHI Funds
New York
$2.85M +$2.73M +60,304 New
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$2.8M +$2.67K +59 +0.1%
KeyBank National Association
96
KeyBank National Association
Ohio
$2.79M +$42.5K +940 +2%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$2.67M +$98.2K +2,172 +4%
AC
98
AFAM Capital
Texas
$2.56M -$1.13K -25 -0%
CBT
99
Capital Bank & Trust
California
$2.52M -$789K -17,449 -25%
SI
100
Stephens Inc
Arkansas
$2.51M +$990K +21,897 +70%

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.