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HSBC
HSBC

304 hedge funds and large institutions have $3.24B invested in HSBC in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 85 increasing their positions, 179 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10% more capital invested

Capital invested by funds: $2.95B → $3.24B (+$290M)

0.11% less ownership

Funds ownership: 1.08% → 0.97% (-0.11%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

2% less funds holding

Funds holding: 310 → 304 (-6)

53% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 179

59% less call options, than puts

Call options by funds: $71.7M | Put options by funds: $175M

Holders
304
Holders Change
-6
Holders Change %
-1.94%
% of All Funds
8.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
39
Increased
85
Reduced
179
Closed
41
Calls
$71.7M
Puts
$175M
Net Calls
-$104M
Net Calls Change
-$36.8M

Top Buyers

1
SCM
Segantii Capital Management
Hong Kong
+$34.7M
2
CCM
Cullen Capital Management
New York
+$29M
3
NMC
Nine Masts Capital
Hong Kong
+$16.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.8M

Top Sellers

1
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$60.3M
2
Bessemer Group
Bessemer Group
New Jersey
-$56.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$56.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$56.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$481M -$18.9M -601,320 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$473M -$6.08M -193,867 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$252M -$14.8M -470,887 -6%
CI
4
Cambiar Investors
Colorado
$196M +$5.29M +168,410 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$141M +$37K +1,179 +0%
SCCM
6
Schafer Cullen Capital Management
New York
$138M -$6.09M -193,932 -5%
Bank of America
7
Bank of America
North Carolina
$120M +$7.76M +247,410 +8%
Northern Trust
8
Northern Trust
Illinois
$98.5M -$2.34M -74,673 -3%
Capital Research Global Investors
9
Capital Research Global Investors
California
$81M -$1.04M -33,101 -1%
MICM
10
Matthews International Capital Management
California
$75.4M -$7.5M -238,931 -10%
BIP
11
Brandes Investment Partners
California
$68.7M -$2.8M -89,108 -4%
Ameriprise
12
Ameriprise
Minnesota
$66.1M +$637K +20,301 +1%
Franklin Resources
13
Franklin Resources
California
$61.6M -$1.57M -50,086 -3%
AG
14
Aperio Group
California
$50.6M +$11.4M +364,039 +32%
Morgan Stanley
15
Morgan Stanley
New York
$50M -$3.07M -97,968 -6%
Goldman Sachs
16
Goldman Sachs
New York
$49M +$321K +10,213 +0.7%
Wells Fargo
17
Wells Fargo
California
$46.4M -$655K -20,869 -2%
PPA
18
Parametric Portfolio Associates
Washington
$46M +$6.1M +194,234 +17%
UBS Group
19
UBS Group
Switzerland
$44.3M -$7.55M -240,437 -16%
CCM
20
Cullen Capital Management
New York
$41.5M +$29M +923,486 +311%
Bessemer Group
21
Bessemer Group
New Jersey
$40.1M -$56.6M -1,803,220 -60%
SCM
22
Segantii Capital Management
Hong Kong
$38.8M +$34.7M +1,106,238 +1,867%
JFL
23
Jarislowsky, Fraser Ltd
Quebec, Canada
$27.6M -$2.74M -87,161 -10%
Invesco
24
Invesco
Georgia
$25.8M -$4.55M -144,892 -16%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$20.9M +$13.8M +438,332 +248%
1
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HSBC Hedge Fund Activity: Q3 2016 in Review

304 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2016, worth a combined $3.24B — up 9.8% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of HSBC and 39 opened new positions — a net loss of 2 holders — while 179 trimmed existing stakes and 85 added.

The largest buyer was Segantii Capital Management, adding an estimated $34.7M. The largest seller was Capstone Investment Advisors, exiting entirely with an estimated $60.3M sold.

  • 304 institutional investors held HSBC (HSBC) as of Q3 2016, down from 310 in Q2 2016.
  • Funds reported $3.24B of HSBC stock for Q3 2016, up 9.8% quarter-over-quarter.
  • 39 funds opened new HSBC positions in Q3 2016 and 41 closed out, a net change of -2 holders.
  • The largest HSBC buyer in Q3 2016 was Segantii Capital Management, an estimated $34.7M added.
  • The largest HSBC seller in Q3 2016 was Capstone Investment Advisors, an estimated $60.3M sold.

Based on aggregated 13F filings for Q3 2016.