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434 hedge funds and large institutions have $5.06B invested in HSBC in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 261 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

1% more funds holding

Funds holding: 430434 (+4)

0.03% more ownership

Funds ownership: 0.54%0.57% (+0.03%)

0% more capital invested

Capital invested by funds: $5.06B → $5.06B (+$867K)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

56% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 261

71% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $233M

Holders
434
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
9.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
114
Reduced
261
Closed
49
Calls
$67.1M
Puts
$233M
Net Calls
-$166M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$883M +$364M +7,647,820 +63%
Fisher Asset Management
2
Fisher Asset Management
Washington
$702M +$9.31M +195,702 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$585M -$19.7M -414,681 -3%
CI
4
Cambiar Investors
Colorado
$228M +$7.26M +152,599 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$204M -$4.4M -92,464 -2%
Northern Trust
6
Northern Trust
Illinois
$199M +$777K +16,321 +0.4%
SCCM
7
Schafer Cullen Capital Management
New York
$176M -$9.85M -206,938 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$150M -$7.78M -163,571 -5%
HL
9
Harding Loevner
New Jersey
$119M +$5.36M +112,570 +4%
PPA
10
Parametric Portfolio Associates
Washington
$118M +$3.07M +64,577 +2%
MICM
11
Matthews International Capital Management
California
$110M +$17.8M +373,412 +18%
Capital Research Global Investors
12
Capital Research Global Investors
California
$104M -$1.91M -40,104 -2%
Morgan Stanley
13
Morgan Stanley
New York
$102M +$18.4M +387,672 +20%
Goldman Sachs
14
Goldman Sachs
New York
$91.8M +$13.3M +280,267 +16%
Wells Fargo
15
Wells Fargo
California
$73.2M +$1.71M +35,881 +2%
Ameriprise
16
Ameriprise
Minnesota
$71.6M -$3.32M -69,729 -4%
AG
17
Aperio Group
California
$68.8M +$3.8M +79,846 +5%
MHI
18
Miller Howard Investments
New York
$68.5M -$1.32M -27,700 -2%
Franklin Resources
19
Franklin Resources
California
$61.9M -$1.95M -41,030 -3%
UBS Group
20
UBS Group
Switzerland
$59.4M -$6.84M -143,673 -10%
CCM
21
Cullen Capital Management
New York
$52.1M -$1.19M -25,097 -2%
Renaissance Technologies
22
Renaissance Technologies
New York
$33.1M +$13.4M +282,302 +61%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$25.3M +$8.59M +180,416 +47%
BIP
24
Brandes Investment Partners
California
$25.1M -$11.8M -248,163 -31%
RJA
25
Raymond James & Associates
Florida
$22.1M -$38.1K -801 -0.2%

HSBC Hedge Fund Activity: Q1 2018 in Review

434 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2018, worth a combined $5.06B — up 0.02% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HSBC positions and 49 closed out — a net gain of 7 holders — while 114 added to existing stakes and 261 trimmed.

The largest buyer was Bank of America, adding an estimated $364M. The largest seller was Credit Suisse, cutting an estimated $35.9M.

  • 434 institutional investors held HSBC (HSBC) as of Q1 2018, up from 430 in Q4 2017.
  • Funds reported $5.06B of HSBC stock for Q1 2018, up 0.02% quarter-over-quarter.
  • 56 funds opened new HSBC positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest HSBC buyer in Q1 2018 was Bank of America, an estimated $364M added.
  • The largest HSBC seller in Q1 2018 was Credit Suisse, an estimated $35.9M sold.

Based on aggregated 13F filings for Q1 2018.