We are live on ! Find out more

430 hedge funds and large institutions have $5.06B invested in HSBC in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$573M)

11% more funds holding

Funds holding: 387430 (+43)

0.04% more ownership

Funds ownership: 0.5%0.54% (+0.04%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

68% less call options, than puts

Call options by funds: $92.5M | Put options by funds: $286M

Holders
430
Holders Change
+43
Holders Change %
+11.11%
% of All Funds
9.75%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
85
Increased
156
Reduced
103
Closed
39
Calls
$92.5M
Puts
$286M
Net Calls
-$193M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$735M +$20.4M +450,647 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$641M -$29.8M -659,091 -5%
Bank of America
3
Bank of America
North Carolina
$576M +$314M +6,949,826 +132%
CI
4
Cambiar Investors
Colorado
$235M +$1.62M +35,778 +0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$220M +$5.15M +113,967 +3%
Northern Trust
6
Northern Trust
Illinois
$211M +$935K +20,685 +0.5%
SCCM
7
Schafer Cullen Capital Management
New York
$196M -$2.19M -48,375 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$166M -$1.36M -30,006 -0.8%
PPA
9
Parametric Portfolio Associates
Washington
$123M +$1.8M +39,829 +2%
HL
10
Harding Loevner
New Jersey
$121M +$2.85M +62,977 +3%
Capital Research Global Investors
11
Capital Research Global Investors
California
$113M +$3.8K +84 +0%
MICM
12
Matthews International Capital Management
California
$99.4M -$36.3M -802,427 -28%
Morgan Stanley
13
Morgan Stanley
New York
$89.6M +$11.1M +245,492 +15%
Goldman Sachs
14
Goldman Sachs
New York
$84.2M -$7.18M -158,729 -8%
Ameriprise
15
Ameriprise
Minnesota
$79.3M -$394K -8,710 -0.5%
Wells Fargo
16
Wells Fargo
California
$76M +$13.4M +295,358 +22%
MHI
17
Miller Howard Investments
New York
$74M +$70.9M +1,568,847 New
UBS Group
18
UBS Group
Switzerland
$69.8M +$6.47M +143,096 +11%
AG
19
Aperio Group
California
$69.2M +$2.83M +62,530 +4%
Franklin Resources
20
Franklin Resources
California
$67.6M -$1.53M -33,848 -2%
CCM
21
Cullen Capital Management
New York
$56.4M +$126K +2,780 +0.2%
CS
22
Credit Suisse
Switzerland
$38.6M +$17M +375,295 +85%
BIP
23
Brandes Investment Partners
California
$38.4M -$1.61M -35,689 -4%
Invesco
24
Invesco
Georgia
$30.4M -$397K -8,772 -1%
RJA
25
Raymond James & Associates
Florida
$23.5M +$1.16M +25,744 +5%

HSBC Hedge Fund Activity: Q4 2017 in Review

430 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2017, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HSBC positions and 39 closed out — a net gain of 46 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Matthews International Capital Management, cutting an estimated $36.3M.

  • 430 institutional investors held HSBC (HSBC) as of Q4 2017, up from 387 in Q3 2017.
  • Funds reported $5.06B of HSBC stock for Q4 2017, up 13% quarter-over-quarter.
  • 85 funds opened new HSBC positions in Q4 2017 and 39 closed out, a net change of +46 holders.
  • The largest HSBC buyer in Q4 2017 was Bank of America, an estimated $314M added.
  • The largest HSBC seller in Q4 2017 was Matthews International Capital Management, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2017.