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360 hedge funds and large institutions have $6.88B invested in HSBC in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

7% more capital invested

Capital invested by funds: $6.44B → $6.88B (+$435M)

0% more ownership

Funds ownership: 1.7%1.7% (+0%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less funds holding

Funds holding: 362360 (-2)

15% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $90.1M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
360
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.29%
New
33
Increased
144
Reduced
104
Closed
33
Calls
$76.4M
Puts
$90.1M
Net Calls
-$13.7M
Net Calls Change
-$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
151
PacWest Financial Management
Arizona
$1.45M +$1.95K +41 +0.1%
LNWWM
152
Laird Norton Wetherby Wealth Management
California
$1.45M +$130K +2,741 +10%
RhumbLine Advisers
153
RhumbLine Advisers
Massachusetts
$1.45M +$496K +10,445 +51%
BSWMG
154
Barrington Strategic Wealth Management Group
Illinois
$1.45M +$26K +549 +2%
LPL Financial
155
LPL Financial
California
$1.44M +$127K +2,686 +10%
CC
156
Courier Capital
New York
$1.43M +$49.4K +1,041 +4%
AAM
157
Advisors Asset Management
Colorado
$1.41M +$275K +5,802 +24%
CCMINC
158
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.37M +$285 +6 +0%
RHBC
159
R.H. Bluestein & Co
Michigan
$1.36M
MAM
160
Mizuho Asset Management
Japan
$1.32M
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$1.31M -$29.2K -616 -2%
BA
162
BlackRock Advisors
Delaware
$1.31M
RBC
163
Ronald Blue & Co
Georgia
$1.26M +$1.27M +26,750 +9,192%
VanEck Associates
164
VanEck Associates
New York
$1.26M -$146K -3,082 -10%
MA
165
MUFG Americas
New York
$1.25M -$48.9K -1,030 -4%
IPC
166
Independent Portfolio Consultants
Florida
$1.25M +$1.66K +35 +0.1%
CCM
167
Chickasaw Capital Management
Tennessee
$1.2M -$14K -295 -1%
Neuberger Berman Group
168
Neuberger Berman Group
New York
$1.19M +$250K +5,260 +26%
ECM
169
ETrade Capital Management
Virginia
$1.18M +$248K +5,227 +26%
First Eagle Investment Management
170
First Eagle Investment Management
New York
$1.16M
COI
171
Connable Office Inc
Michigan
$1.14M +$144K +3,043 +14%
VKH
172
Virtu KCG Holdings
New York
$1.08M +$1.1M +23,208 New
CIM
173
Calvert Investment Management
Maryland
$1.08M
KFC
174
Klingenstein Fields & Co
New York
$1.06M +$426K +8,977 +65%
DADC
175
D.A. Davidson & Co
Montana
$1.05M +$20.5K +433 +2%

HSBC Hedge Fund Activity: Q3 2013 in Review

360 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2013, worth a combined $6.88B — up 6.7% from $6.44B a quarter earlier.

Fund positioning in HSBC was balanced in Q3 2013: 33 funds opened new positions, 33 closed out, 144 added to existing stakes and 104 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $74.8M. The largest seller was Capital International Investors, cutting an estimated $42.4M.

  • 360 institutional investors held HSBC (HSBC) as of Q3 2013, down from 362 in Q2 2013.
  • Funds reported $6.88B of HSBC stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 33 funds opened new HSBC positions in Q3 2013 and 33 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q3 2013 was Wellington Management Group, an estimated $74.8M added.
  • The largest HSBC seller in Q3 2013 was Capital International Investors, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2013.