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433 hedge funds and large institutions have $4.1B invested in HSBC in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

2% more funds holding

Funds holding: 425433 (+8)

0.01% less ownership

Funds ownership: 0.52%0.51% (-0.01%)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$12M)

56% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 257

60% less call options, than puts

Call options by funds: $123M | Put options by funds: $309M

Holders
433
Holders Change
+8
Holders Change %
+1.88%
% of All Funds
9.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
61
Increased
112
Reduced
257
Closed
47
Calls
$123M
Puts
$309M
Net Calls
-$186M
Net Calls Change
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$677M +$7.02M +174,183 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$453M -$14.9M -368,774 -3%
Bank of America
3
Bank of America
North Carolina
$200M -$25M -619,719 -11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$197M +$15.8M +393,157 +9%
Northern Trust
5
Northern Trust
Illinois
$179M -$8.63M -214,247 -5%
CI
6
Cambiar Investors
Colorado
$174M -$2.76M -68,408 -2%
SCM
7
Segantii Capital Management
Hong Kong
$168M +$1.27M +31,411 +0.8%
PPA
8
Parametric Portfolio Associates
Washington
$134M +$3.55M +88,075 +3%
Morgan Stanley
9
Morgan Stanley
New York
$127M +$21.2M +527,005 +20%
SCCM
10
Schafer Cullen Capital Management
New York
$122M -$644K -15,983 -0.5%
Renaissance Technologies
11
Renaissance Technologies
New York
$121M +$70.1M +1,739,496 +136%
HL
12
Harding Loevner
New Jersey
$98.3M +$6.09M +151,219 +6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$96.6M -$31M -768,249 -24%
LP
14
LMR Partners
United Kingdom
$83.1M -$6.28M -155,736 -7%
Goldman Sachs
15
Goldman Sachs
New York
$77.5M -$7.88M -195,620 -9%
Ameriprise
16
Ameriprise
Minnesota
$70.6M -$5.66M -140,520 -7%
AG
17
Aperio Group
California
$61.8M -$1.56M -38,816 -2%
Deutsche Bank
18
Deutsche Bank
Germany
$61M +$5.72M +141,845 +10%
CCM
19
Cullen Capital Management
New York
$44.7M -$970K -24,066 -2%
Citigroup
20
Citigroup
New York
$42.8M +$8.94M +221,816 +26%
Franklin Resources
21
Franklin Resources
California
$41.3M -$5.41M -134,216 -12%
Wells Fargo
22
Wells Fargo
California
$39.1M -$9.09M -225,511 -19%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$29.2M +$2.49M +61,779 +9%
UBS Group
24
UBS Group
Switzerland
$28.4M -$4.13M -102,572 -13%
MICM
25
Matthews International Capital Management
California
$27.2M -$1.34M -33,214 -5%

HSBC Hedge Fund Activity: Q1 2019 in Review

433 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2019, worth a combined $4.1B — down 0.29% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HSBC positions and 47 closed out — a net gain of 14 holders — while 112 added to existing stakes and 257 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $70.1M. The largest seller was Susquehanna International Group, cutting an estimated $51.6M.

  • 433 institutional investors held HSBC (HSBC) as of Q1 2019, up from 425 in Q4 2018.
  • Funds reported $4.1B of HSBC stock for Q1 2019, down 0.29% quarter-over-quarter.
  • 61 funds opened new HSBC positions in Q1 2019 and 47 closed out, a net change of +14 holders.
  • The largest HSBC buyer in Q1 2019 was Renaissance Technologies, an estimated $70.1M added.
  • The largest HSBC seller in Q1 2019 was Susquehanna International Group, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2019.