HSBC
HSBC
339 hedge funds and large institutions have $3.58B invested in HSBC in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 124 reducing their positions, and 43 closing their positions.
0.03% less ownership
Funds ownership: 1.15% → 1.11% (-0.03%)
2% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 124
3% less funds holding
Funds holding: 350 → 339 (-11)
18% less capital invested
Capital invested by funds: $4.35B → $3.58B (-$773M)
21% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 43
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
43% less call options, than puts
Call options by funds: $76.3M | Put options by funds: $135M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$97M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$54.4M |
| 3 |
SCM
Segantii Capital Management
Hong Kong
|
+$48.2M |
| 4 |
Morgan Stanley
New York
|
+$19.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MICM
Matthews International Capital Management
San Francisco,
California
|
-$78.8M |
| 2 |
JP Morgan Chase
New York
|
-$33.9M |
| 3 |
Millennium Management
New York
|
-$28.7M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$22.6M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$18M |
HSBC Hedge Fund Activity: Q3 2015 in Review
339 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2015, worth a combined $3.58B — down 18% from $4.35B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of HSBC and 34 opened new positions — a net loss of 9 holders — while 124 trimmed existing stakes and 122 added.
The largest buyer was Bank of America, adding an estimated $97M. The largest seller was Matthews International Capital Management, cutting an estimated $78.8M.
- 339 institutional investors held HSBC (HSBC) as of Q3 2015, down from 350 in Q2 2015.
- Funds reported $3.58B of HSBC stock for Q3 2015, down 18% quarter-over-quarter.
- 34 funds opened new HSBC positions in Q3 2015 and 43 closed out, a net change of -9 holders.
- The largest HSBC buyer in Q3 2015 was Bank of America, an estimated $97M added.
- The largest HSBC seller in Q3 2015 was Matthews International Capital Management, an estimated $78.8M sold.
Based on aggregated 13F filings for Q3 2015.