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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
EP
176
Elkfork Partners
Oregon
$699K
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
$698K +$64.4K +1,455 +10%
MRCM
178
M&R Capital Management
New Jersey
$683K
DADC
179
D.A. Davidson & Co
Montana
$657K +$18.4K +416 +3%
AAM
180
AR Asset Management
California
$631K
BCM
181
Bluefin Capital Management
New York
$627K +$367K +8,295 +149%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$620K +$86.3K +1,951 +17%
GH
183
GAM Holding
Switzerland
$619K -$701K -15,841 -54%
PAG
184
Private Advisor Group
New Jersey
$619K +$39.8K +900 +7%
BOTW
185
Bank of the West
California
$619K +$259K +5,849 +74%
BIAS
186
Beacon Investment Advisory Services
New Jersey
$600K +$294K +6,647 +100%
BIM
187
Bridgecreek Investment Management
Oklahoma
$595K -$121K -2,736 -17%
PA
188
Pinnacle Associates
New York
$581K +$37.6K +849 +7%
MIS
189
Morningstar Investment Services
Illinois
$579K +$78.4K +1,773 +16%
RCM
190
Riverhead Capital Management
Delaware
$567K
CG
191
Caprock Group
Idaho
$563K +$83K +1,877 +18%
TD Asset Management
192
TD Asset Management
Ontario, Canada
$561K -$12.3K -277 -2%
MA
193
MUFG Americas
New York
$556K
VFA
194
Voya Financial Advisors
Connecticut
$548K +$136K +3,069 +34%
EAM
195
Eagle Asset Management
Florida
$537K +$72.1K +1,630 +16%
MC
196
Moors & Cabot
Massachusetts
$536K +$12.3K +279 +2%
GVT
197
Genesee Valley Trust
New York
$532K -$18.7K -422 -3%
IA
198
IFP Advisors
Florida
$517K -$115K -2,596 -18%
S
199
SignatureFD
Georgia
$516K +$64.9K +1,467 +15%
NFA
200
Nuveen Fund Advisors
Illinois
$512K -$122K -2,765 -20%

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.