HSBC
HSBC
354 hedge funds and large institutions have $4.18B invested in HSBC in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 199 reducing their positions, and 50 closing their positions.
0.1% less ownership
Funds ownership: 1.31% → 1.21% (-0.1%)
6% less funds holding
Funds holding: 375 → 354 (-21)
14% less capital invested
Capital invested by funds: $4.87B → $4.18B (-$689M)
34% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 50
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
39% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 199
83% less call options, than puts
Call options by funds: $33.7M | Put options by funds: $199M
Top Buyers
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$194M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$59.1M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$39.2M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$21.6M |
| 5 |
JP Morgan Chase
New York
|
-$21.4M |
HSBC Hedge Fund Activity: Q1 2015 in Review
354 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2015, worth a combined $4.18B — down 14% from $4.87B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of HSBC and 33 opened new positions — a net loss of 17 holders — while 199 trimmed existing stakes and 121 added.
The largest buyer was Schafer Cullen Capital Management, adding an estimated $50.2M. The largest seller was Fidelity Investments, cutting an estimated $194M.
- 354 institutional investors held HSBC (HSBC) as of Q1 2015, down from 375 in Q4 2014.
- Funds reported $4.18B of HSBC stock for Q1 2015, down 14% quarter-over-quarter.
- 33 funds opened new HSBC positions in Q1 2015 and 50 closed out, a net change of -17 holders.
- The largest HSBC buyer in Q1 2015 was Schafer Cullen Capital Management, an estimated $50.2M added.
- The largest HSBC seller in Q1 2015 was Fidelity Investments, an estimated $194M sold.
Based on aggregated 13F filings for Q1 2015.