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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
AG
126
Advisor Group
Arizona
$1.59M +$192K +4,238 +14%
PSUF
127
People's United Financial
Connecticut
$1.5M -$768K -16,976 -35%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$1.45M +$120K +2,664 +9%
KS
129
Karpas Strategies
Connecticut
$1.41M
BCP
130
Berkeley Capital Partners
Georgia
$1.4M +$33.8K +748 +3%
HCIA
131
Hochman Cole Investment Advisors
Illinois
$1.4M
PPCM
132
Pillar Pacific Capital Management
California
$1.38M -$160K -3,539 -11%
Cerity Partners
133
Cerity Partners
New York
$1.38M +$228K +5,041 +21%
DS
134
DRW Securities
Illinois
$1.35M +$1.29M +28,553 New
LCM
135
Logan Capital Management
Pennsylvania
$1.33M +$24.9K +550 +2%
CG
136
Caprock Group
Idaho
$1.31M +$619K +13,684 +110%
MSAM
137
Moloney Securities Asset Management
Missouri
$1.23M +$15.2K +336 +1%
CCA
138
Checchi Capital Advisers
California
$1.2M +$9.54K +211 +0.8%
GT
139
Greenleaf Trust
Michigan
$1.19M +$18.9K +418 +2%
FFS
140
Founders Financial Securities
Maryland
$1.16M +$18.1K +401 +2%
Mirae Asset Global Investments
141
Mirae Asset Global Investments
South Korea
$1.13M +$322K +7,112 +42%
GHCM
142
Glen Harbor Capital Management
California
$1.13M
FPF
143
FNY Partners Fund
New York
$1.12M -$411K -9,084 -28%
CGT
144
Capital Guardian Trust
California
$1.11M +$1.07M +23,627 New
OC
145
Oppenheimer & Co
New York
$1.11M +$124K +2,735 +13%
TH
146
Timber Hill
Connecticut
$1.1M +$123K +2,731 +13%
IB
147
Intrust Bank
Kansas
$1.1M -$4.75K -105 -0.4%
MCM
148
Mork Capital Management
California
$1.1M
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$1.08M +$334K +7,377 +48%
GA
150
Greytown Advisors
Florida
$1.06M +$63.3K +1,399 +7%

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.