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387 hedge funds and large institutions have $4.49B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

7% more capital invested

Capital invested by funds: $4.2B → $4.49B (+$282M)

6% more funds holding

Funds holding: 364387 (+23)

0% more ownership

Funds ownership: 0.5%0.5% (+0%)

55% less call options, than puts

Call options by funds: $91.8M | Put options by funds: $203M

Holders
387
Holders Change
+23
Holders Change %
+6.32%
% of All Funds
9.65%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$683M +$14.1M +319,363 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$643M -$14.7M -333,392 -2%
Bank of America
3
Bank of America
North Carolina
$237M +$45.6M +1,030,189 +24%
CI
4
Cambiar Investors
Colorado
$223M -$4.27M -96,481 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$206M +$3.4M +76,908 +2%
Northern Trust
6
Northern Trust
Illinois
$201M +$3.86M +87,231 +2%
SCCM
7
Schafer Cullen Capital Management
New York
$190M -$5.71M -129,102 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$161M -$1.96M -44,395 -1%
MICM
9
Matthews International Capital Management
California
$131M -$6.42M -145,229 -5%
PPA
10
Parametric Portfolio Associates
Washington
$116M +$12.7M +287,974 +13%
HL
11
Harding Loevner
New Jersey
$113M +$5M +113,026 +5%
Capital Research Global Investors
12
Capital Research Global Investors
California
$108M
Goldman Sachs
13
Goldman Sachs
New York
$87.7M +$2.45M +55,359 +3%
Ameriprise
14
Ameriprise
Minnesota
$76.3M -$1.31M -29,563 -2%
Morgan Stanley
15
Morgan Stanley
New York
$74.6M -$20.8M -470,087 -22%
Franklin Resources
16
Franklin Resources
California
$66.2M -$1.98M -44,804 -3%
AG
17
Aperio Group
California
$63.4M +$1.39M +31,404 +2%
UBS Group
18
UBS Group
Switzerland
$60.3M +$327K +7,402 +0.6%
Wells Fargo
19
Wells Fargo
California
$59.4M -$2.35M -53,105 -4%
CCM
20
Cullen Capital Management
New York
$53.9M -$736K -16,647 -1%
Deutsche Bank
21
Deutsche Bank
Germany
$39.1M +$34.9M +788,691 +1,008%
BIP
22
Brandes Investment Partners
California
$38.3M -$43.6M -985,401 -54%
Invesco
23
Invesco
Georgia
$29.5M -$2.98M -67,388 -9%
LP
24
LMR Partners
United Kingdom
$28.4M +$7.48M +169,130 +36%
MS
25
Maven Securities
Jersey
$25.8M -$18.7M -423,113 -42%

HSBC Hedge Fund Activity: Q3 2017 in Review

387 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2017, worth a combined $4.49B — up 6.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 24 closed out — a net gain of 32 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Brandes Investment Partners, cutting an estimated $43.6M.

  • 387 institutional investors held HSBC (HSBC) as of Q3 2017, up from 364 in Q2 2017.
  • Funds reported $4.49B of HSBC stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q3 2017 and 24 closed out, a net change of +32 holders.
  • The largest HSBC buyer in Q3 2017 was Bank of America, an estimated $45.6M added.
  • The largest HSBC seller in Q3 2017 was Brandes Investment Partners, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2017.