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433 hedge funds and large institutions have $4.1B invested in HSBC in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

2% more funds holding

Funds holding: 425433 (+8)

0.01% less ownership

Funds ownership: 0.52%0.51% (-0.01%)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$12M)

56% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 257

60% less call options, than puts

Call options by funds: $123M | Put options by funds: $309M

Holders
433
Holders Change
+8
Holders Change %
+1.88%
% of All Funds
9.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
61
Increased
112
Reduced
257
Closed
47
Calls
$123M
Puts
$309M
Net Calls
-$186M
Net Calls Change
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$1.38M +$112K +2,788 +9%
BTS
127
BB&T Securities
Virginia
$1.38M -$255K -6,329 -16%
AP
128
Advisor Partners
California
$1.37M +$18.8K +467 +1%
BUB
129
BBVA USA Bancshares
Texas
$1.36M -$277K -6,862 -17%
SIA
130
SeaBridge Investment Advisors
New Jersey
$1.34M +$88.4K +2,194 +7%
FA
131
FDx Advisors
Illinois
$1.32M +$286K +7,107 +27%
JG
132
Jefferies Group
New York
$1.32M +$1.03M +25,660 +359%
QCG
133
Quadrant Capital Group
Ohio
$1.27M +$255K +6,333 +25%
PA
134
Profund Advisors
Maryland
$1.26M +$181K +4,493 +17%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$1.25M -$177K -4,395 -12%
OC
136
Oppenheimer & Co
New York
$1.23M +$99.3K +2,464 +9%
AC
137
Athos Capital
Hong Kong
$1.22M -$30.7K -761 -2%
CM
138
Caption Management
Oklahoma
$1.22M +$1.22M +30,357 New
SI
139
Stephens Inc
Arkansas
$1.21M -$746K -18,504 -38%
PSUF
140
People's United Financial
Connecticut
$1.14M -$37.9K -940 -3%
AG
141
Advisor Group
Arizona
$1.13M -$33.9K -842 -3%
SIA
142
Sit Investment Associates
Minnesota
$1.11M -$1.9M -47,119 -63%
GI
143
Gradient Investments
Minnesota
$1.11M -$747K -18,534 -40%
KS
144
Karpas Strategies
Connecticut
$1.1M -$27.7K -688 -2%
HCIA
145
Hochman Cole Investment Advisors
Illinois
$1.1M -$27.6K -685 -2%
LFAS
146
Level Four Advisory Services
Texas
$1.07M +$122K +3,026 +13%
FC
147
Forte Capital
New York
$1.04M +$98K +2,433 +10%
LCM
148
Logan Capital Management
Pennsylvania
$1.02M -$55.4K -1,376 -5%
BCM
149
Bluefin Capital Management
New York
$1M +$918K +22,780 +1,036%
DADC
150
D.A. Davidson & Co
Montana
$993K +$154K +3,830 +18%

HSBC Hedge Fund Activity: Q1 2019 in Review

433 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2019, worth a combined $4.1B — down 0.29% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HSBC positions and 47 closed out — a net gain of 14 holders — while 112 added to existing stakes and 257 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $70.1M. The largest seller was Susquehanna International Group, cutting an estimated $51.6M.

  • 433 institutional investors held HSBC (HSBC) as of Q1 2019, up from 425 in Q4 2018.
  • Funds reported $4.1B of HSBC stock for Q1 2019, down 0.29% quarter-over-quarter.
  • 61 funds opened new HSBC positions in Q1 2019 and 47 closed out, a net change of +14 holders.
  • The largest HSBC buyer in Q1 2019 was Renaissance Technologies, an estimated $70.1M added.
  • The largest HSBC seller in Q1 2019 was Susquehanna International Group, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2019.