HSBC
HSBC
364 hedge funds and large institutions have $4.2B invested in HSBC in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 108 increasing their positions, 200 reducing their positions, and 33 closing their positions.
48% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 33
10% more capital invested
Capital invested by funds: $3.82B → $4.2B (+$380M)
4% more funds holding
Funds holding: 351 → 364 (+13)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.02% less ownership
Funds ownership: 0.52% → 0.5% (-0.02%)
46% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 200
67% less call options, than puts
Call options by funds: $88.8M | Put options by funds: $267M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.9M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$15.6M |
| 3 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$12.3M |
| 4 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$12.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$87.1M |
| 2 |
SCM
Segantii Capital Management
Hong Kong
|
-$45.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$15.8M |
| 4 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$15.5M |
| 5 |
LP
LMR Partners
London,
United Kingdom
|
-$14.6M |
HSBC Hedge Fund Activity: Q2 2017 in Review
364 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2017, worth a combined $4.2B — up 9.9% from $3.82B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new HSBC positions and 33 closed out — a net gain of 16 holders — while 108 added to existing stakes and 200 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Cambiar Investors, cutting an estimated $87.1M.
- 364 institutional investors held HSBC (HSBC) as of Q2 2017, up from 351 in Q1 2017.
- Funds reported $4.2B of HSBC stock for Q2 2017, up 9.9% quarter-over-quarter.
- 49 funds opened new HSBC positions in Q2 2017 and 33 closed out, a net change of +16 holders.
- The largest HSBC buyer in Q2 2017 was Morgan Stanley, an estimated $23.9M added.
- The largest HSBC seller in Q2 2017 was Cambiar Investors, an estimated $87.1M sold.
Based on aggregated 13F filings for Q2 2017.