HSBC
HSBC
379 hedge funds and large institutions have $6.14B invested in HSBC in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 130 increasing their positions, 141 reducing their positions, and 38 closing their positions.
40% more call options, than puts
Call options by funds: $438M | Put options by funds: $312M
0.15% less ownership
Funds ownership: 1.7% → 1.54% (-0.15%)
8% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 141
2% less funds holding
Funds holding: 385 → 379 (-6)
6% less capital invested
Capital invested by funds: $6.54B → $6.14B (-$406M)
16% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 38
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.2M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$58.5M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$36.4M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$24.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$283M |
| 2 |
MICM
Matthews International Capital Management
San Francisco,
California
|
-$82.8M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
-$65.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$41.5M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$29.5M |
HSBC Hedge Fund Activity: Q2 2014 in Review
379 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2014, worth a combined $6.14B — down 6.2% from $6.54B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of HSBC and 32 opened new positions — a net loss of 6 holders — while 141 trimmed existing stakes and 130 added.
The largest buyer was Fidelity Investments, adding an estimated $62.2M. The largest seller was Wellington Management Group, exiting entirely with an estimated $283M sold.
- 379 institutional investors held HSBC (HSBC) as of Q2 2014, down from 385 in Q1 2014.
- Funds reported $6.14B of HSBC stock for Q2 2014, down 6.2% quarter-over-quarter.
- 32 funds opened new HSBC positions in Q2 2014 and 38 closed out, a net change of -6 holders.
- The largest HSBC buyer in Q2 2014 was Fidelity Investments, an estimated $62.2M added.
- The largest HSBC seller in Q2 2014 was Wellington Management Group, an estimated $283M sold.
Based on aggregated 13F filings for Q2 2014.