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434 hedge funds and large institutions have $5.06B invested in HSBC in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 261 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more funds holding

Funds holding: 430434 (+4)

0.03% more ownership

Funds ownership: 0.54%0.57% (+0.03%)

0% more capital invested

Capital invested by funds: $5.06B → $5.06B (+$867K)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

56% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 261

71% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $233M

Holders
434
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
114
Reduced
261
Closed
49
Calls
$67.1M
Puts
$233M
Net Calls
-$166M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
151
RBC Europe
United Kingdom
$888K -$19.8K -416 -2%
AP
152
Advisor Partners
California
$879K +$122K +2,561 +15%
AI
153
Atria Investments
North Carolina
$875K -$18.7K -393 -2%
MCIM
154
Meadow Creek Investment Management
Georgia
$858K -$19.1K -402 -2%
CC
155
Courier Capital
New York
$857K -$66.5K -1,397 -7%
OC
156
Oppenheimer & Co
New York
$849K -$214K -4,493 -19%
EAM
157
Eagle Asset Management
Florida
$828K +$90.4K +1,899 +11%
S
158
SignatureFD
Georgia
$811K +$263K +5,522 +43%
CCM
159
Chickasaw Capital Management
Tennessee
$804K -$17.9K -377 -2%
Creative Planning
160
Creative Planning
Kansas
$790K -$23K -484 -3%
Cerity Partners
161
Cerity Partners
New York
$762K -$576K -12,101 -41%
SG Americas Securities
162
SG Americas Securities
New York
$739K +$10.1K +213 +1%
CL
163
CPWM LLC
Washington
$735K +$787K +16,533 New
IC
164
Intersect Capital
California
$730K -$21.5K -451 -3%
USAA
165
United Services Automobile Association
Texas
$726K -$76.7K -1,612 -9%
TF
166
TIAA FSB
Florida
$723K -$851K -17,879 -52%
HFS
167
HL Financial Services
Kentucky
$719K -$169K -3,560 -18%
CAM
168
Claret Asset Management
Quebec, Canada
$719K -$37.4K -786 -5%
DADC
169
D.A. Davidson & Co
Montana
$718K +$27.1K +570 +4%
GQG Partners
170
GQG Partners
Florida
$717K +$768K +16,132 New
EARNEST Partners
171
EARNEST Partners
Georgia
$701K -$10.5K -221 -1%
CI
172
CAZ Investments
Texas
$691K -$15.4K -324 -2%
Deutsche Bank
173
Deutsche Bank
Germany
$687K -$20.9M -438,982 -97%
AIM
174
Aspen Investment Management
Michigan
$686K -$15.3K -322 -2%
SC
175
Scotia Capital
Ontario, Canada
$684K -$64.7K -1,359 -8%

HSBC Hedge Fund Activity: Q1 2018 in Review

434 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2018, worth a combined $5.06B — up 0.02% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 49 closed out — a net gain of 7 holders — while 114 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $35.9M.

  • 434 institutional investors held HSBC (HSBC) as of Q1 2018, up from 430 in Q4 2017.
  • Funds reported $5.06B of HSBC stock for Q1 2018, up 0.02% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest HSBC buyer in Q1 2018 was Bank of America, an estimated $364M added.
  • The largest HSBC seller in Q1 2018 was Credit Suisse, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.