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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
151
Timber Hill
Connecticut
$933K -$822K -18,578 -47%
BA
152
Bristol Advisors
Pennsylvania
$929K +$910K +20,575 New
CPC
153
Cookson Peirce & Co
Pennsylvania
$924K +$905K +20,466 New
RE
154
RBC Europe
United Kingdom
$920K +$901K +20,378 New
Two Sigma Advisers
155
Two Sigma Advisers
New York
$918K -$857K -19,378 -49%
CC
156
Courier Capital
New York
$912K +$24.2K +547 +3%
MCIM
157
Meadow Creek Investment Management
Georgia
$890K
AI
158
Atria Investments
North Carolina
$874K -$42.6K -964 -5%
SC
159
Scotia Capital
Ontario, Canada
$860K -$451K -10,197 -35%
CA
160
Cetera Advisors
Colorado
$852K +$29K +655 +4%
Creative Planning
161
Creative Planning
Kansas
$836K -$102K -2,312 -11%
CCM
162
Chickasaw Capital Management
Tennessee
$833K
USAA
163
United Services Automobile Association
Texas
$823K -$37.8K -854 -4%
EVM
164
Eaton Vance Management
Massachusetts
$804K -$14.4K -325 -2%
BC
165
Brinker Capital
Pennsylvania
$794K +$194K +4,375 +33%
AIA
166
Avalon Investment & Advisory
Texas
$768K +$752K +17,013 New
Group One Trading
167
Group One Trading
Illinois
$767K -$446K -10,088 -37%
IC
168
Intersect Capital
California
$761K -$48.4K -1,094 -6%
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$759K -$29.1K -657 -4%
AI
170
Accredited Investors
Minnesota
$723K +$708K +16,011 New
Fayez Sarofim & Co
171
Fayez Sarofim & Co
Texas
$720K -$6.55K -148 -0.9%
CI
172
CAZ Investments
Texas
$716K -$484K -10,944 -41%
EARNEST Partners
173
EARNEST Partners
Georgia
$714K +$25.8K +584 +4%
AIM
174
Aspen Investment Management
Michigan
$712K +$697K +15,760 New
ANI
175
American National Insurance
Texas
$707K

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.