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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
WA
151
WFG Advisors
Texas
$1.78M -$33.3K -734 -2%
GT
152
Glenmede Trust
Pennsylvania
$1.77M +$389K +8,575 +27%
KeyBank National Association
153
KeyBank National Association
Ohio
$1.76M -$255K -5,627 -12%
CIM
154
Calvert Investment Management
Maryland
$1.71M +$483K +10,653 +37%
WFM
155
Wilmington Funds Management
Delaware
$1.7M
PCC
156
Park Circle Company
Maryland
$1.69M +$1.75M +38,589 New
Twin Tree Management
157
Twin Tree Management
Texas
$1.68M +$1.67M +36,704 +2,287%
HighTower Advisors
158
HighTower Advisors
Illinois
$1.57M -$46.9K -1,033 -3%
PFM
159
PacWest Financial Management
Arizona
$1.54M +$179K +3,946 +13%
YMRC
160
Yorktown Management & Research Company
Virginia
$1.52M
CC
161
Courier Capital
New York
$1.49M +$95.5K +2,104 +7%
BSWMG
162
Barrington Strategic Wealth Management Group
Illinois
$1.49M +$69.1K +1,523 +5%
SCM
163
Stevens Capital Management
Pennsylvania
$1.47M -$837K -18,436 -35%
CNB
164
City National Bank
California
$1.45M -$5.55M -122,245 -79%
SG Americas Securities
165
SG Americas Securities
New York
$1.44M +$1.05M +23,212 +239%
KCMRT
166
Kemper Corp Master Retirement Trust
Illinois
$1.44M
AAM
167
Advisors Asset Management
Colorado
$1.44M -$177K -3,896 -11%
VanEck Associates
168
VanEck Associates
New York
$1.44M +$101K +2,217 +7%
CCMINC
169
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.39M +$130K +2,864 +10%
BFM
170
Boston Financial Management
Massachusetts
$1.38M -$1.13M -24,832 -44%
KS
171
Karpas Strategies
Connecticut
$1.38M
LPL Financial
172
LPL Financial
California
$1.36M -$177K -3,893 -11%
GCC
173
Guardian Capital (Canada)
Ontario, Canada
$1.36M -$390K -8,592 -22%
State Street
174
State Street
Massachusetts
$1.3M
RBC
175
Ronald Blue & Co
Georgia
$1.3M +$65K +1,433 +5%

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.