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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
ANI
176
American National Insurance
Texas
$682K -$15.2K -319 -2%
Verition Fund Management
177
Verition Fund Management
Connecticut
$679K +$727K +15,270 New
SSG
178
Summit Securities Group
New York
$677K +$334K +7,016 +85%
EP
179
Elkfork Partners
Oregon
$674K -$15K -316 -2%
CRC
180
Curi RMB Capital
Illinois
$655K -$12K -253 -2%
MIS
181
Morningstar Investment Services
Illinois
$654K +$11.7K +245 +2%
Twin Tree Management
182
Twin Tree Management
Texas
$636K +$681K +14,311 New
TD Asset Management
183
TD Asset Management
Ontario, Canada
$627K +$7.85K +165 +1%
BCM
184
BTC Capital Management
Iowa
$620K +$64.5K +1,355 +11%
PA
185
Pinnacle Associates
New York
$608K +$18.6K +390 +3%
GT
186
Glenmede Trust
Pennsylvania
$606K -$12.5K -263 -2%
AAM
187
AR Asset Management
California
$604K -$13.5K -283 -2%
BOTW
188
Bank of the West
California
$597K -$13.3K -280 -2%
CA
189
Cetera Advisors
Colorado
$584K -$255K -5,359 -29%
MOS
190
MGO One Seven
Ohio
$583K -$68.9K -1,448 -10%
MRCM
191
M&R Capital Management
New Jersey
$582K -$13K -273 -2%
CB
192
Commerce Bank
Missouri
$567K +$607K +12,753 New
LSAG
193
Lake Street Advisors Group
New Hampshire
$566K -$15.5K -326 -2%
VFA
194
Voya Financial Advisors
Connecticut
$551K -$39.6K -832 -6%
RCM
195
Riverhead Capital Management
Delaware
$547K -$12.2K -257 -2%
MC
196
Moors & Cabot
Massachusetts
$532K -$6.66K -140 -1%
CG
197
Cutler Group
California
$529K -$50.9K -1,069 -8%
AssetMark Inc
198
AssetMark Inc
California
$515K -$2.51M -52,779 -82%
VF
199
Virtu Financial
New York
$514K -$248K -5,204 -31%
Fayez Sarofim & Co
200
Fayez Sarofim & Co
Texas
$512K -$11.4K -240 -2%

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.