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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
TF
126
TIAA FSB
Florida
$1.43M +$576K +13,027 +70%
SI
127
Stephens Inc
Arkansas
$1.41M +$16.4K +370 +1%
CSS
128
Cubist Systematic Strategies
Connecticut
$1.34M +$1.32M +29,798 New
KS
129
Karpas Strategies
Connecticut
$1.34M
HCIA
130
Hochman Cole Investment Advisors
Illinois
$1.34M
AG
131
Advisor Group
Arizona
$1.33M +$290K +6,568 +29%
GI
132
Gradient Investments
Minnesota
$1.31M +$412K +9,316 +47%
BCP
133
Berkeley Capital Partners
Georgia
$1.31M +$115K +2,605 +10%
TAM
134
Todd Asset Management
Kentucky
$1.27M -$111K -2,508 -8%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$1.27M -$33.2K -751 -3%
LCM
136
Logan Capital Management
Pennsylvania
$1.25M +$112K +2,538 +10%
MSAM
137
Moloney Securities Asset Management
Missouri
$1.16M -$21.8K -492 -2%
CCA
138
Checchi Capital Advisers
California
$1.14M -$82K -1,853 -7%
GT
139
Greenleaf Trust
Michigan
$1.12M +$439K +9,915 +67%
Cerity Partners
140
Cerity Partners
New York
$1.09M +$1.07M +24,188 New
FFS
141
Founders Financial Securities
Maryland
$1.09M +$35.7K +807 +3%
GHCM
142
Glen Harbor Capital Management
California
$1.08M
IB
143
Intrust Bank
Kansas
$1.06M -$61.1K -1,381 -6%
MCM
144
Mork Capital Management
California
$1.05M
PG
145
PEAK6 Group
Illinois
$1.03M +$1.01M +22,851 New
HFS
146
HL Financial Services
Kentucky
$1.01M -$197K -4,454 -17%
RHBC
147
R.H. Bluestein & Co
Michigan
$988K
Simplex Trading
148
Simplex Trading
Illinois
$961K -$2.17M -48,963 -70%
GA
149
Greytown Advisors
Florida
$950K +$425K +9,607 +84%
OC
150
Oppenheimer & Co
New York
$942K -$60K -1,356 -6%

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.