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349 hedge funds and large institutions have $4.32B invested in HSBC in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 186 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more capital invested

Capital invested by funds: $4.18B → $4.32B (+$139M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.07% less ownership

Funds ownership: 1.21%1.14% (-0.07%)

1% less funds holding

Funds holding: 354349 (-5)

28% less call options, than puts

Call options by funds: $115M | Put options by funds: $160M

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 186

Holders
349
Holders Change
-5
Holders Change %
-1.41%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
36
Increased
124
Reduced
186
Closed
36
Calls
$115M
Puts
$160M
Net Calls
-$45.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$538M +$1.95M +46,731 +0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$433M +$24.8M +596,227 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$378M +$12.9M +309,819 +3%
SCCM
4
Schafer Cullen Capital Management
New York
$197M -$10.6M -253,490 -5%
Wells Fargo
5
Wells Fargo
California
$197M +$317K +7,605 +0.2%
MICM
6
Matthews International Capital Management
California
$193M +$3.31M +79,517 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$140M -$4.04M -97,110 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
$130M +$4.69M +112,611 +4%
Bessemer Group
9
Bessemer Group
New Jersey
$126M -$1.04M -24,986 -0.8%
MAA
10
Managed Account Advisors
New Jersey
$102M -$36.4M -874,899 -25%
Capital Research Global Investors
11
Capital Research Global Investors
California
$96.3M -$81.4M -1,953,497 -45%
Northern Trust
12
Northern Trust
Illinois
$95.5M +$10.4M +248,581 +12%
BIP
13
Brandes Investment Partners
California
$85.5M +$2.09M +50,298 +2%
CI
14
Cambiar Investors
Colorado
$75.2M +$23.7M +569,235 +43%
SI
15
Scout Investments
Missouri
$71.2M -$3.81M -91,570 -5%
Ameriprise
16
Ameriprise
Minnesota
$58.7M +$2.68M +64,325 +5%
UBS Group
17
UBS Group
Switzerland
$53.2M +$2.48M +59,580 +5%
USAA
18
United Services Automobile Association
Texas
$51.3M -$3.71M -89,040 -6%
PPA
19
Parametric Portfolio Associates
Washington
$49.9M +$10M +241,050 +24%
CCM
20
Cullen Capital Management
New York
$47.1M -$29.9M -717,237 -38%
Goldman Sachs
21
Goldman Sachs
New York
$45.3M -$1.14M -27,432 -2%
MAM
22
Mercator Asset Management
Florida
$42.8M -$8.05M -193,229 -15%
Invesco
23
Invesco
Georgia
$38.5M -$2.49M -59,840 -6%
Franklin Resources
24
Franklin Resources
California
$38.3M -$11.1M -266,126 -22%
JFL
25
Jarislowsky, Fraser Ltd
Quebec, Canada
$36.3M +$419K +10,053 +1%

HSBC Hedge Fund Activity: Q2 2015 in Review

349 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2015, worth a combined $4.32B — up 3.3% from $4.18B a quarter earlier.

Fund positioning in HSBC was balanced in Q2 2015: 36 funds opened new positions, 36 closed out, 124 added to existing stakes and 186 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $32.6M. The largest seller was Capital Research Global Investors, cutting an estimated $81.4M.

  • 349 institutional investors held HSBC (HSBC) as of Q2 2015, down from 354 in Q1 2015.
  • Funds reported $4.32B of HSBC stock for Q2 2015, up 3.3% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q2 2015 and 36 closed out, a net change of 0 holders.
  • The largest HSBC buyer in Q2 2015 was Millennium Management, an estimated $32.6M added.
  • The largest HSBC seller in Q2 2015 was Capital Research Global Investors, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2015.