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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
101
BBVA USA Bancshares
Texas
$2.31M +$46.5K +1,051 +2%
Capital Fund Management (CFM)
102
Capital Fund Management (CFM)
France
$2.25M +$1.74M +39,240 +374%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$2.22M +$2.18M +49,258 New
PSUF
104
People's United Financial
Connecticut
$2.2M +$84.6K +1,912 +4%
RFC
105
Regions Financial Corp
Alabama
$2.04M +$89.1K +2,015 +5%
NMC
106
Nine Masts Capital
Hong Kong
$2.04M +$2.02M +45,646 New
AC
107
Athos Capital
Hong Kong
$1.97M +$1.93M +43,692 New
SIA
108
SeaBridge Investment Advisors
New Jersey
$1.94M +$24.8K +560 +1%
BWL
109
Bogart Wealth LLC
Virginia
$1.91M +$15.5K +351 +0.8%
SB
110
Suntrust Banks
Georgia
$1.86M +$440K +9,938 +32%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$1.84M -$183K -4,128 -9%
GF
112
Gabelli Funds
New York
$1.83M
Wolverine Trading
113
Wolverine Trading
Illinois
$1.8M +$809K +18,300 +85%
William Blair & Company
114
William Blair & Company
Illinois
$1.8M +$14K +317 +0.8%
BTS
115
BB&T Securities
Virginia
$1.75M -$317K -7,167 -16%
BG
116
Bollard Group
Massachusetts
$1.7M +$35.3K +797 +2%
FA
117
FDx Advisors
Illinois
$1.63M +$248K +5,600 +18%
PWAG
118
Polaris Wealth Advisory Group
California
$1.6M +$1.57M +35,436 New
Grantham, Mayo, Van Otterloo & Co (GMO)
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.54M
PPCM
120
Pillar Pacific Capital Management
California
$1.48M -$15.5K -350 -1%
FPF
121
FNY Partners Fund
New York
$1.48M
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$1.48M +$25.3K +572 +2%
CG
123
Cutler Group
California
$1.48M -$1.32M -29,927 -48%
ECM
124
ETrade Capital Management
Virginia
$1.46M +$20.9K +473 +1%
HI
125
Horizon Investments
North Carolina
$1.46M +$558K +12,615 +54%

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.