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349 hedge funds and large institutions have $4.32B invested in HSBC in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more capital invested

Capital invested by funds: $4.18B → $4.32B (+$139M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.07% less ownership

Funds ownership: 1.21%1.14% (-0.07%)

1% less funds holding

Funds holding: 354349 (-5)

28% less call options, than puts

Call options by funds: $115M | Put options by funds: $160M

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 186

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
124
Reduced
186
Closed
36
Calls
$115M
Puts
$160M
Net Calls
-$45.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
176
AJO LP
Pennsylvania
$714K +$745K +17,891 New
MRCM
177
M&R Capital Management
New Jersey
$706K -$43.1K -1,034 -6%
UAS
178
United Asset Strategies
New York
$684K +$76.8K +1,845 +12%
CNB
179
City National Bank
California
$673K +$5.29K +127 +0.8%
RHBC
180
R.H. Bluestein & Co
Michigan
$672K +$229K +5,494 +48%
PAM
181
Princeton Alpha Management
New Jersey
$669K +$697K +16,745 New
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$657K -$80.6K -1,935 -11%
ANI
183
American National Insurance
Texas
$641K -$7.04K -169 -1%
BMO
184
Beck Mack & Oliver
New York
$637K -$254K -6,096 -28%
IC
185
Intersect Capital
California
$637K +$125K +3,008 +23%
FANJ
186
Financial Architects (New Jersey)
New Jersey
$632K +$1.15M +27,610 New
TD Asset Management
187
TD Asset Management
Ontario, Canada
$616K -$105K -2,521 -14%
BFM
188
Boston Financial Management
Massachusetts
$607K -$71.3K -1,713 -10%
GVT
189
Genesee Valley Trust
New York
$597K +$3.5K +84 +0.6%
GAM
190
Griffin Asset Management
New York
$593K -$56.1K -1,348 -8%
PA
191
Pinnacle Associates
New York
$589K +$71.8K +1,724 +13%
OC
192
Oppenheimer & Co
New York
$587K -$11.7K -282 -2%
AAM
193
AR Asset Management
California
$586K -$16.5K -395 -3%
CGT
194
Capital Guardian Trust
California
$580K -$7.18M -172,410 -92%
AP
195
Advisor Partners
California
$578K +$84.3K +2,023 +16%
FAAS
196
First Allied Advisory Services
California
$576K +$275K +6,599 +86%
BO
197
BRR OpCo
Ohio
$557K +$3.5K +84 +0.6%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$551K -$7.33K -176 -1%
Toronto Dominion Bank
199
Toronto Dominion Bank
Ontario, Canada
$545K -$156K -3,757 -22%
CFB
200
Cullen/Frost Bankers
Texas
$540K -$508K -12,200 -47%

HSBC Hedge Fund Activity: Q2 2015 in Review

349 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2015, worth a combined $4.32B — up 3.3% from $4.18B a quarter earlier.

Fund positioning in HSBC was balanced in Q2 2015: 36 funds opened new positions, 36 closed out, 124 added to existing stakes and 186 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $32.6M. The largest seller was Capital Research Global Investors, cutting an estimated $81.4M.

  • 349 institutional investors held HSBC (HSBC) as of Q2 2015, down from 354 in Q1 2015.
  • Funds reported $4.32B of HSBC stock for Q2 2015, up 3.3% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q2 2015 and 36 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q2 2015 was Millennium Management, an estimated $32.6M added.
  • The largest HSBC seller in Q2 2015 was Capital Research Global Investors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2015.