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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
ANI
176
American National Insurance
Texas
$738K
DADC
177
D.A. Davidson & Co
Montana
$735K +$45.5K +1,006 +7%
EP
178
Elkfork Partners
Oregon
$730K
CRC
179
Curi RMB Capital
Illinois
$707K +$198K +4,383 +41%
AI
180
Accredited Investors
Minnesota
$688K -$64.3K -1,422 -9%
MOS
181
MGO One Seven
Ohio
$687K +$658K +14,563 New
MIS
182
Morningstar Investment Services
Illinois
$683K +$74K +1,637 +13%
TD Asset Management
183
TD Asset Management
Ontario, Canada
$658K +$68.7K +1,519 +12%
AAM
184
AR Asset Management
California
$655K -$4.97K -110 -0.8%
BOTW
185
Bank of the West
California
$647K
MRCM
186
M&R Capital Management
New Jersey
$631K -$79.4K -1,757 -12%
PA
187
Pinnacle Associates
New York
$626K +$18.8K +415 +3%
ACM
188
Alethea Capital Management
Washington
$624K +$598K +13,227 New
VFA
189
Voya Financial Advisors
Connecticut
$621K +$46.2K +1,022 +8%
LSAG
190
Lake Street Advisors Group
New Hampshire
$616K +$590K +13,053 New
CG
191
Cutler Group
California
$612K -$893K -19,748 -60%
GT
192
Glenmede Trust
Pennsylvania
$606K +$78K +1,726 +15%
S
193
SignatureFD
Georgia
$600K +$57.9K +1,281 +11%
RCM
194
Riverhead Capital Management
Delaware
$593K
BCM
195
BTC Capital Management
Iowa
$590K +$123K +2,715 +28%
MA
196
MUFG Americas
New York
$581K
JG
197
Jefferies Group
New York
$572K +$65.6K +1,452 +14%
MC
198
Moors & Cabot
Massachusetts
$564K +$9.13K +202 +2%
PAG
199
Private Advisor Group
New Jersey
$561K -$81.7K -1,807 -13%
Fayez Sarofim & Co
200
Fayez Sarofim & Co
Texas
$556K -$189K -4,176 -26%

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.