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385 hedge funds and large institutions have $6.54B invested in HSBC in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 123

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.04% less ownership

Funds ownership: 1.73%1.7% (-0.04%)

0% less funds holding

Funds holding: 386385 (-1)

8% less capital invested

Capital invested by funds: $7.12B → $6.54B (-$578M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

34% less call options, than puts

Call options by funds: $215M | Put options by funds: $327M

Holders
385
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
11.11%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
46
Increased
139
Reduced
123
Closed
44
Calls
$215M
Puts
$327M
Net Calls
-$111M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
201
Gateway Investment Advisers
Ohio
$871K
ACM
202
Advisors Capital Management
New Jersey
$867K +$898K +19,788 New
HA
203
Hamel Associates
New Jersey
$850K +$881K +19,410 New
DADC
204
D.A. Davidson & Co
Montana
$832K -$3.95K -87 -0.5%
CAL
205
Capital Analysts LLC
Pennsylvania
$776K +$804K +17,716 New
AAM
206
AR Asset Management
California
$770K +$10.5K +232 +1%
RHBC
207
R.H. Bluestein & Co
Michigan
$764K -$263K -5,803 -25%
GVT
208
Genesee Valley Trust
New York
$746K +$76.4K +1,684 +11%
First Trust Advisors
209
First Trust Advisors
Illinois
$746K +$773K +17,035 New
MIC
210
Meridian Investment Counsel
California
$733K -$1.27K -28 -0.2%
ANI
211
American National Insurance
Texas
$727K
GAM
212
Griffin Asset Management
New York
$723K +$490K +10,793 +189%
IIM
213
Ipswich Investment Management
Massachusetts
$710K +$77.2K +1,701 +12%
OC
214
Oppenheimer & Co
New York
$686K -$13.1K -288 -2%
AP
215
Advisor Partners
California
$679K -$8.53K -188 -1%
AT
216
Arden Trust
Delaware
$660K -$29.2K -644 -4%
MIS
217
Morningstar Investment Services
Illinois
$645K +$21.9K +482 +3%
WTC
218
WhitTier Trust Company
Nevada
$639K +$345K +7,594 +109%
BFA
219
BlackRock Fund Advisors
California
$634K
BO
220
BRR OpCo
Ohio
$634K +$2.63K +58 +0.4%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$618K +$268K +5,911 +72%
SCM
222
Shelton Capital Management
Colorado
$599K
HNB
223
Huntington National Bank
Ohio
$598K -$31.3K -689 -5%
SAG
224
Sterne Agee Group
Alabama
$580K +$601K +13,244 New
Stifel Financial
225
Stifel Financial
Missouri
$553K +$573K +12,636 New

HSBC Hedge Fund Activity: Q1 2014 in Review

385 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2014, worth a combined $6.54B — down 8.1% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new HSBC positions and 44 closed out — a net gain of 2 holders — while 139 added to existing stakes and 123 trimmed.

The largest buyer was Bessemer Group, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $297M.

  • 385 institutional investors held HSBC (HSBC) as of Q1 2014, down from 386 in Q4 2013.
  • Funds reported $6.54B of HSBC stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 46 funds opened new HSBC positions in Q1 2014 and 44 closed out, a net change of +2 holders.
  • The largest HSBC buyer in Q1 2014 was Bessemer Group, an estimated $103M added.
  • The largest HSBC seller in Q1 2014 was Fidelity Investments, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2014.