HSBC
HSBC
424 hedge funds and large institutions have $4.92B invested in HSBC in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 255 reducing their positions, and 45 closing their positions.
0.05% less ownership
Funds ownership: 2.62% → 2.57% (-0.05%)
2% less funds holding
Funds holding: 434 → 424 (-10)
11% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 45
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
43% less call options, than puts
Call options by funds: $56.9M | Put options by funds: $100M
52% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 255
57% less capital inflows, than outflows
Capital inflows: $106M | Capital outflows: $245M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$19.4M |
| 2 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$14.6M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$10M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$6.97M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$6.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$35.1M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$19.7M |
| 3 |
Renaissance Technologies
New York
|
-$18.6M |
| 4 |
Cambiar Investors
Denver,
Colorado
|
-$13.6M |
| 5 |
PEAK6 Group
Chicago,
Illinois
|
-$13.2M |
HSBC Hedge Fund Activity: Q2 2018 in Review
424 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2018, worth a combined $4.92B — down 2.7% from $5.06B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of HSBC and 40 opened new positions — a net loss of 5 holders — while 255 trimmed existing stakes and 123 added.
The largest buyer was Fisher Asset Management, adding an estimated $19.4M. The largest seller was Bank of America, cutting an estimated $35.1M.
- 424 institutional investors held HSBC (HSBC) as of Q2 2018, down from 434 in Q1 2018.
- Funds reported $4.92B of HSBC stock for Q2 2018, down 2.7% quarter-over-quarter.
- 40 funds opened new HSBC positions in Q2 2018 and 45 closed out, a net change of -5 holders.
- The largest HSBC buyer in Q2 2018 was Fisher Asset Management, an estimated $19.4M added.
- The largest HSBC seller in Q2 2018 was Bank of America, an estimated $35.1M sold.
Based on aggregated 13F filings for Q2 2018.