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430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
101
BBVA USA Bancshares
Texas
$2.38M -$39.9K -883 -2%
RFC
102
Regions Financial Corp
Alabama
$2.31M +$170K +3,763 +8%
WAOTB
103
Wealth Advisors of Tampa Bay
Florida
$2.29M +$2.2M +48,559 New
Citadel Advisors
104
Citadel Advisors
Florida
$2.25M -$1.21M -26,724 -36%
VFA
105
Virtus Fund Advisers
Connecticut
$2.19M +$2.1M +46,513 New
BB
106
Bell Bank
North Dakota
$2.15M -$450K -9,942 -18%
William Blair & Company
107
William Blair & Company
Illinois
$2.14M +$249K +5,506 +14%
PWAG
108
Polaris Wealth Advisory Group
California
$2.13M +$435K +9,620 +27%
LPL Financial
109
LPL Financial
California
$2.09M -$389K -8,601 -16%
AC
110
Athos Capital
Hong Kong
$2.06M
SIA
111
SeaBridge Investment Advisors
New Jersey
$2M -$21.9K -485 -1%
FA
112
FDx Advisors
Illinois
$1.96M +$246K +5,449 +15%
LC
113
Lourd Capital
California
$1.96M +$1.87M +41,453 New
ECM
114
ETrade Capital Management
Virginia
$1.95M +$403K +8,923 +28%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$1.94M +$373K +8,249 +25%
GF
116
Gabelli Funds
New York
$1.91M
BTS
117
BB&T Securities
Virginia
$1.87M +$39.4K +872 +2%
BWL
118
Bogart Wealth LLC
Virginia
$1.85M -$125K -2,771 -7%
BG
119
Bollard Group
Massachusetts
$1.79M +$17.2K +381 +1%
HI
120
Horizon Investments
North Carolina
$1.75M +$325K +7,192 +20%
GI
121
Gradient Investments
Minnesota
$1.74M +$353K +7,809 +27%
SB
122
Suntrust Banks
Georgia
$1.69M -$247K -5,467 -13%
TAM
123
Todd Asset Management
Kentucky
$1.64M +$303K +6,701 +24%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$1.62M -$293K -6,478 -16%
TF
125
TIAA FSB
Florida
$1.61M +$116K +2,573 +8%

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.