We are live on ! Find out more

360 hedge funds and large institutions have $6.88B invested in HSBC in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 104

7% more capital invested

Capital invested by funds: $6.44B → $6.88B (+$435M)

0% more ownership

Funds ownership: 1.7%1.7% (+0%)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

1% less funds holding

Funds holding: 362360 (-2)

15% less call options, than puts

Call options by funds: $76.4M | Put options by funds: $90.1M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
360
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.29%
New
33
Increased
144
Reduced
104
Closed
33
Calls
$76.4M
Puts
$90.1M
Net Calls
-$13.7M
Net Calls Change
-$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$942M -$11.7M -245,726 -1%
Fisher Asset Management
2
Fisher Asset Management
Washington
$676M +$4.92M +103,597 +0.7%
Dodge & Cox
3
Dodge & Cox
California
$518M -$1.03M -21,799 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$434M -$5.12M -107,961 -1%
MICM
5
Matthews International Capital Management
California
$356M +$11.8M +248,128 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$265M +$74.8M +1,577,090 +39%
SCCM
7
Schafer Cullen Capital Management
New York
$223M +$11.7M +246,748 +5%
IG
8
ING Group
Netherlands
$220M +$64.4M +1,356,376 +41%
SI
9
Scout Investments
Missouri
$202M +$254K +5,356 +0.1%
MAA
10
Managed Account Advisors
New Jersey
$199M +$11.3M +238,000 +6%
Capital Research Global Investors
11
Capital Research Global Investors
California
$182M
Wells Fargo
12
Wells Fargo
California
$179M +$37.5M +790,749 +26%
SF
13
Sarofim Fayez
Texas
$172M +$174M +3,671,739 New
TIM
14
Thornburg Investment Management
New Mexico
$121M +$1.72M +36,266 +1%
JP Morgan Chase
15
JP Morgan Chase
New York
$113M +$15.1M +317,606 +15%
MAM
16
Mercator Asset Management
Florida
$104M -$8.43M -177,769 -7%
CCM
17
Cullen Capital Management
New York
$90.3M +$1.88M +39,517 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$89M +$61.3M +1,290,990 +211%
Lazard Asset Management
19
Lazard Asset Management
New York
$88.2M +$1.71M +35,990 +2%
Morgan Stanley
20
Morgan Stanley
New York
$84.6M -$20.3M -427,454 -19%
Mawer Investment Management
21
Mawer Investment Management
Alberta, Canada
$72.6M +$2.43M +51,117 +3%
Northern Trust
22
Northern Trust
Illinois
$66.4M +$3.72M +78,347 +6%
HGI
23
Hansberger Global Investors
Florida
$65.4M +$1.38M +29,025 +2%
Ameriprise
24
Ameriprise
Minnesota
$64.7M -$915K -19,290 -1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$54.8M -$18.2M -384,092 -25%

HSBC Hedge Fund Activity: Q3 2013 in Review

360 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2013, worth a combined $6.88B — up 6.7% from $6.44B a quarter earlier.

Fund positioning in HSBC was balanced in Q3 2013: 33 funds opened new positions, 33 closed out, 144 added to existing stakes and 104 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $74.8M. The largest seller was Capital International Investors, cutting an estimated $42.4M.

  • 360 institutional investors held HSBC (HSBC) as of Q3 2013, down from 362 in Q2 2013.
  • Funds reported $6.88B of HSBC stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 33 funds opened new HSBC positions in Q3 2013 and 33 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q3 2013 was Wellington Management Group, an estimated $74.8M added.
  • The largest HSBC seller in Q3 2013 was Capital International Investors, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2013.