HSBC
HSBC
340 hedge funds and large institutions have $3.65B invested in HSBC in 2015 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 122 reducing their positions, and 38 closing their positions.
16% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 38
2% more capital invested
Capital invested by funds: $3.58B → $3.65B (+$70.2M)
1% more funds holding
Funds holding: 338 → 340 (+2)
0.04% less ownership
Funds ownership: 1.11% → 1.07% (-0.04%)
5% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 122
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
71% less call options, than puts
Call options by funds: $41.6M | Put options by funds: $144M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$30.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$24.2M |
| 3 |
CI
Cambiar Investors
Denver,
Colorado
|
+$17.3M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$15.7M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$77.6M |
| 2 |
SCCM
Schafer Cullen Capital Management
New York
|
-$23M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$22.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$20M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.7M |
HSBC Hedge Fund Activity: Q4 2015 in Review
340 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2015, worth a combined $3.65B — up 2% from $3.58B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HSBC positions and 38 closed out — a net gain of 6 holders — while 116 added to existing stakes and 122 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $30.9M. The largest seller was Fidelity Investments, cutting an estimated $77.6M.
- 340 institutional investors held HSBC (HSBC) as of Q4 2015, up from 338 in Q3 2015.
- Funds reported $3.65B of HSBC stock for Q4 2015, up 2% quarter-over-quarter.
- 44 funds opened new HSBC positions in Q4 2015 and 38 closed out, a net change of +6 holders.
- The largest HSBC buyer in Q4 2015 was Dimensional Fund Advisors, an estimated $30.9M added.
- The largest HSBC seller in Q4 2015 was Fidelity Investments, an estimated $77.6M sold.
Based on aggregated 13F filings for Q4 2015.