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434 hedge funds and large institutions have $5.06B invested in HSBC in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 261 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more funds holding

Funds holding: 430434 (+4)

0.03% more ownership

Funds ownership: 0.54%0.57% (+0.03%)

0% more capital invested

Capital invested by funds: $5.06B → $5.06B (+$867K)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

56% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 261

71% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $233M

Holders
434
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
114
Reduced
261
Closed
49
Calls
$67.1M
Puts
$233M
Net Calls
-$166M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
76
Two Sigma Securities
New York
$4.08M +$4.36M +91,728 New
AAIM
77
American Assets Investment Management
California
$3.89M -$86.7K -1,822 -2%
BFS
78
Bradley Foster & Sargent
Connecticut
$3.88M +$3.84M +80,765 +1,230%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$3.83M -$174K -3,654 -4%
SIA
80
Sit Investment Associates
Minnesota
$3.83M -$33.2K -698 -0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
81
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.76M -$235K -4,936 -6%
SFS
82
Strategic Financial Services
New York
$3.6M -$108K -2,267 -3%
SCM
83
Stellar Capital Management
Arizona
$3.58M +$132K +2,767 +4%
CIBC Asset Management
84
CIBC Asset Management
Ontario, Canada
$3.53M +$2.69M +56,536 +248%
AAM
85
Advisors Asset Management
Colorado
$3.13M +$428 +9 +0%
Wolverine Trading
86
Wolverine Trading
Illinois
$3.06M +$3.28M +68,825 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$2.96M +$74.7K +1,569 +2%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$2.91M -$2.45M -51,554 -44%
AIA
89
Avalon Investment & Advisory
Texas
$2.88M +$2.14M +44,906 +226%
CS
90
Credit Suisse
Switzerland
$2.81M -$35.9M -754,951 -92%
PWAG
91
Polaris Wealth Advisory Group
California
$2.78M +$832K +17,483 +39%
Citadel Advisors
92
Citadel Advisors
Florida
$2.75M +$675K +14,180 +30%
DLCIG
93
D.L. Carlson Investment Group
New Hampshire
$2.75M -$112K -2,348 -4%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$2.65M +$151K +3,177 +6%
Parallax Volatility Advisers
95
Parallax Volatility Advisers
California
$2.64M -$415K -8,711 -13%
MF
96
MHI Funds
New York
$2.63M -$58.2K -1,224 -2%
KeyBank National Association
97
KeyBank National Association
Ohio
$2.59M -$48.9K -1,027 -2%
LNWWM
98
Laird Norton Wetherby Wealth Management
California
$2.57M -$82.5K -1,733 -3%
CBT
99
Capital Bank & Trust
California
$2.52M +$160K +3,364 +6%
AC
100
AFAM Capital
Texas
$2.38M -$30.6K -644 -1%

HSBC Hedge Fund Activity: Q1 2018 in Review

434 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2018, worth a combined $5.06B — up 0.02% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 49 closed out — a net gain of 7 holders — while 114 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $35.9M.

  • 434 institutional investors held HSBC (HSBC) as of Q1 2018, up from 430 in Q4 2017.
  • Funds reported $5.06B of HSBC stock for Q1 2018, up 0.02% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest HSBC buyer in Q1 2018 was Bank of America, an estimated $364M added.
  • The largest HSBC seller in Q1 2018 was Credit Suisse, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.