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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
GC
101
Guggenheim Capital
Illinois
$4.09M +$1.81M +39,993 +75%
Truist Financial
102
Truist Financial
North Carolina
$3.94M -$459K -10,109 -10%
AC
103
Amici Capital
New York
$3.92M
TAM
104
Trillium Asset Management
Massachusetts
$3.81M -$3.33M -73,436 -46%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$3.8M +$3.31M +73,050 +532%
GF
106
Gabelli Funds
New York
$3.71M
RFC
107
Regions Financial Corp
Alabama
$3.65M -$584K -12,870 -13%
RCM
108
Riverhead Capital Management
Delaware
$3.54M +$3.67M +80,891 New
First Manhattan
109
First Manhattan
New York
$3.45M +$380K +8,375 +12%
SIA
110
SeaBridge Investment Advisors
New Jersey
$3.38M +$787K +17,339 +29%
KFC
111
Klingenstein Fields & Co
New York
$3.31M +$100K +2,207 +3%
AI
112
Ariel Investments
Illinois
$3.3M +$1.49M +32,925 +78%
FA
113
FDx Advisors
Illinois
$3.23M +$385K +8,488 +13%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$3.2M +$293K +6,450 +10%
CS
115
Credit Suisse
Switzerland
$3.17M -$1.1M -24,332 -25%
SB
116
Suntrust Banks
Georgia
$3.14M -$2.09M -46,051 -39%
WT
117
Wilmington Trust
Delaware
$3.12M -$553K -12,176 -15%
PA
118
Profund Advisors
Maryland
$3.08M -$172K -3,788 -5%
SIRP
119
Shelter Insurance Retirement Plan
Missouri
$3.08M
TD Asset Management
120
TD Asset Management
Ontario, Canada
$3.05M -$2.59M -57,066 -45%
CCM
121
CrestPoint Capital Management
Missouri
$3.01M +$595K +13,114 +24%
PPCM
122
Pillar Pacific Capital Management
California
$2.89M -$117K -2,583 -4%
RhumbLine Advisers
123
RhumbLine Advisers
Massachusetts
$2.89M -$42.2K -929 -1%
SFS
124
Strategic Financial Services
New York
$2.87M +$172K +3,790 +6%
CPS
125
Counsel Portfolio Services
Ontario, Canada
$2.87M +$679K +14,971 +30%

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.