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430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
151
R.H. Bluestein & Co
Michigan
$1.03M
CC
152
Courier Capital
New York
$975K +$21.3K +470 +2%
RE
153
RBC Europe
United Kingdom
$962K
AI
154
Atria Investments
North Carolina
$947K +$32.8K +725 +4%
AIA
155
Avalon Investment & Advisory
Texas
$937K +$129K +2,853 +17%
HFS
156
HL Financial Services
Kentucky
$931K -$119K -2,632 -12%
MCIM
157
Meadow Creek Investment Management
Georgia
$930K
BC
158
Brinker Capital
Pennsylvania
$904K +$71.3K +1,577 +9%
CCM
159
Chickasaw Capital Management
Tennessee
$870K
AP
160
Advisor Partners
California
$870K +$298K +6,599 +62%
CA
161
Cetera Advisors
Colorado
$867K -$17.2K -381 -2%
Creative Planning
162
Creative Planning
Kansas
$861K -$12.1K -267 -1%
USAA
163
United Services Automobile Association
Texas
$848K -$12.3K -271 -1%
EVM
164
Eaton Vance Management
Massachusetts
$846K +$5.06K +112 +0.6%
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$839K +$182K +4,032 +29%
Simplex Trading
166
Simplex Trading
Illinois
$835K -$162K -3,580 -17%
CAM
167
Claret Asset Management
Quebec, Canada
$800K +$766K +16,953 New
IC
168
Intersect Capital
California
$796K
EAM
169
Eagle Asset Management
Florida
$796K +$215K +4,761 +40%
VF
170
Virtu Financial
New York
$791K +$758K +16,760 New
SC
171
Scotia Capital
Ontario, Canada
$790K -$104K -2,304 -12%
SG Americas Securities
172
SG Americas Securities
New York
$774K -$2.99M -66,092 -80%
EARNEST Partners
173
EARNEST Partners
Georgia
$755K +$8.32K +184 +1%
CI
174
CAZ Investments
Texas
$749K
AIM
175
Aspen Investment Management
Michigan
$744K

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.