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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
CS
101
Credit Suisse
Switzerland
$4.72M +$3.15M +66,385 +192%
Invesco
102
Invesco
Georgia
$4.71M +$222K +4,677 +5%
SCM
103
Stevens Capital Management
Pennsylvania
$4.68M +$3.15M +66,304 +196%
GCAC
104
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.52M +$1.33M +28,050 +41%
Aristotle Capital Management
105
Aristotle Capital Management
California
$4.42M +$2.06M +43,340 +85%
RFC
106
Regions Financial Corp
Alabama
$4.23M -$534K -11,247 -11%
AC
107
Amici Capital
New York
$4.19M
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$4.08M -$693K -14,607 -14%
GF
109
Gabelli Funds
New York
$3.96M
First Manhattan
110
First Manhattan
New York
$3.9M -$77.1K -1,624 -2%
WT
111
Wilmington Trust
Delaware
$3.79M +$202K +4,261 +6%
Macquarie Group
112
Macquarie Group
Australia
$3.69M +$797K +16,807 +27%
FA
113
FDx Advisors
Illinois
$3.57M -$62.6K -1,320 -2%
SIRP
114
Shelter Insurance Retirement Plan
Missouri
$3.28M
PA
115
Profund Advisors
Maryland
$3.24M +$1.48M +31,091 +81%
PPCM
116
Pillar Pacific Capital Management
California
$3.2M +$66.9K +1,409 +2%
SFS
117
Strategic Financial Services
New York
$2.96M -$52.6K -1,108 -2%
GG
118
Gofen & Glossberg
Illinois
$2.94M -$54.1K -1,140 -2%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$2.91M +$2.99K +63 +0.1%
SIA
120
SeaBridge Investment Advisors
New Jersey
$2.8M +$10.5K +221 +0.4%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$2.71M +$412K +8,676 +18%
SBAM
122
Santa Barbara Asset Management
California
$2.7M
HA
123
Havens Advisors
New York
$2.57M
HAI
124
Hennessy Advisors Inc
California
$2.45M
BFM
125
Boston Financial Management
Massachusetts
$2.43M +$53.1K +1,120 +2%

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.