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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$2.76M +$15.8K +349 +0.6%
FBP
127
Flippin Bruce & Porter
Virginia
$2.69M +$2.79M +61,481 New
Citadel Advisors
128
Citadel Advisors
Florida
$2.64M -$851K -18,744 -24%
GG
129
Gofen & Glossberg
Illinois
$2.55M -$15.5K -342 -0.6%
SBAM
130
Santa Barbara Asset Management
California
$2.53M +$72.2K +1,592 +3%
MSA
131
Mason Street Advisors
Wisconsin
$2.5M -$2.26M -49,788 -47%
SIA
132
Sit Investment Associates
Minnesota
$2.47M +$183K +4,027 +8%
ST
133
Spot Trading
Illinois
$2.47M +$2.54M +56,037 +15,830%
Loomis, Sayles & Company
134
Loomis, Sayles & Company
Massachusetts
$2.44M
HA
135
Havens Advisors
New York
$2.43M
JMPWA
136
JP Morgan Private Wealth Advisors
California
$2.32M +$445K +9,815 +23%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$2.3M +$160K +3,535 +7%
Millennium Management
138
Millennium Management
New York
$2.22M -$684K -15,079 -23%
1IC
139
1919 Investment Counsel
Maryland
$2.2M -$11.8K -261 -0.5%
NAM
140
NorthCoast Asset Management
Connecticut
$2.19M +$448K +9,873 +25%
AC
141
AFAM Capital
Texas
$2.19M +$292K +6,431 +15%
Parallax Volatility Advisers
142
Parallax Volatility Advisers
California
$2.17M +$1.5M +33,135 +203%
WT
143
Whittier Trust
California
$2.05M +$1.03M +22,776 +95%
VKH
144
Virtu KCG Holdings
New York
$2.04M +$955K +21,042 +82%
Geode Capital Management
145
Geode Capital Management
Massachusetts
$2.04M +$125K +2,758 +6%
Neuberger Berman Group
146
Neuberger Berman Group
New York
$1.99M +$571K +12,588 +38%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$1.99M +$38.9K +857 +2%
RFC
148
Russell Frank Company
Washington
$1.94M
CFN
149
Cordasco Financial Network
Florida
$1.92M -$396K -8,732 -17%
SA
150
Strategic Advisors
New York
$1.85M

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.