HSBC
HSBC
351 hedge funds and large institutions have $3.82B invested in HSBC in 2017 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 98 reducing their positions, and 38 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 98
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 38
2% more capital invested
Capital invested by funds: $3.74B → $3.82B (+$86.1M)
0% more funds holding
Funds holding: 350 → 351 (+1)
0.01% more ownership
Funds ownership: 0.52% → 0.52% (+0.01%)
72% less call options, than puts
Call options by funds: $92.3M | Put options by funds: $329M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
LMR Partners
London,
United Kingdom
|
+$29.5M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.7M |
| 4 |
Goldman Sachs
New York
|
+$14.4M |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$125M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$41.9M |
| 3 |
Two Sigma Investments
New York
|
-$19.4M |
| 4 |
Millennium Management
New York
|
-$7.85M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.33M |
HSBC Hedge Fund Activity: Q1 2017 in Review
351 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2017, worth a combined $3.82B — up 2.3% from $3.74B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HSBC positions and 38 closed out — a net gain of 6 holders — while 131 added to existing stakes and 98 trimmed.
The largest buyer was LMR Partners, adding an estimated $29.5M. The largest seller was Fidelity Investments, cutting an estimated $125M.
- 351 institutional investors held HSBC (HSBC) as of Q1 2017, up from 350 in Q4 2016.
- Funds reported $3.82B of HSBC stock for Q1 2017, up 2.3% quarter-over-quarter.
- 44 funds opened new HSBC positions in Q1 2017 and 38 closed out, a net change of +6 holders.
- The largest HSBC buyer in Q1 2017 was LMR Partners, an estimated $29.5M added.
- The largest HSBC seller in Q1 2017 was Fidelity Investments, an estimated $125M sold.
Based on aggregated 13F filings for Q1 2017.