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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
IRC
201
Investors Research Corp
Georgia
$534K +$512K +11,321 New
TAM
202
Tyers Asset Management
Texas
$531K
ZCA
203
Zeke Capital Advisors
Pennsylvania
$526K +$138K +3,054 +38%
GVT
204
Genesee Valley Trust
New York
$525K -$29.7K -656 -6%
OCG
205
Opus Capital Group
Ohio
$524K
WPW
206
Winthrop Partners - WNY
New York
$509K +$508K +11,243 New
DWT
207
Dorsey & Whitney Trust
South Dakota
$504K +$155K +3,430 +47%
ASN
208
Advisory Services Network
Georgia
$500K +$37.6K +832 +9%
MML Investors Services
209
MML Investors Services
Massachusetts
$497K +$45.4K +1,004 +11%
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$493K +$9.18K +203 +2%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$475K +$7.14K +158 +2%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$474K +$1.31K +29 +0.3%
TC
213
Telemus Capital
Michigan
$464K +$4.29K +95 +1%
ATIA
214
American Trust Investment Advisors
New Hampshire
$449K +$68K +1,505 +19%
WT
215
Whittier Trust
California
$444K -$5.29K -117 -1%
Nomura Holdings
216
Nomura Holdings
Japan
$444K +$427K +9,443 New
QCG
217
Quadrant Capital Group
Ohio
$440K +$3.53K +78 +0.8%
Group One Trading
218
Group One Trading
Illinois
$432K -$354K -7,835 -46%
WI
219
WrapManager Inc
California
$431K -$6.29K -139 -1%
MC
220
Miles Capital
Iowa
$421K
BP
221
Ballentine Partners
Massachusetts
$412K +$65.4K +1,446 +20%
TCM
222
Traynor Capital Management
Pennsylvania
$396K +$9.31K +206 +3%
BCM
223
Bluefin Capital Management
New York
$393K -$250K -5,538 -40%
BIM
224
Baldwin Investment Management
Pennsylvania
$392K
IA
225
IFP Advisors
Florida
$391K -$143K -3,160 -28%

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.