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421 hedge funds and large institutions have $4.14B invested in HSBC in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 243 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $4.1B → $4.14B (+$37.7M)

0.02% less ownership

Funds ownership: 0.51%0.49% (-0.02%)

3% less funds holding

Funds holding: 433421 (-12)

20% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 46

44% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 243

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

53% less call options, than puts

Call options by funds: $90.3M | Put options by funds: $192M

Holders
421
Holders Change
-12
Holders Change %
-2.77%
% of All Funds
9.14%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
37
Increased
137
Reduced
243
Closed
46
Calls
$90.3M
Puts
$192M
Net Calls
-$102M
Net Calls Change
+$83.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$681M -$23.3M -556,201 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$462M -$9.3M -222,022 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$212M +$7.08M +169,106 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$203M +$77.3M +1,844,756 +61%
Northern Trust
5
Northern Trust
Illinois
$189M +$2.89M +69,095 +2%
Bank of America
6
Bank of America
North Carolina
$187M -$21.2M -505,883 -10%
CI
7
Cambiar Investors
Colorado
$168M -$13.1M -313,399 -7%
SCCM
8
Schafer Cullen Capital Management
New York
$143M +$16.5M +394,497 +13%
PPA
9
Parametric Portfolio Associates
Washington
$142M +$2.68M +63,867 +2%
Morgan Stanley
10
Morgan Stanley
New York
$133M +$874K +20,869 +0.7%
SCM
11
Segantii Capital Management
Hong Kong
$132M -$41.5M -990,530 -24%
HL
12
Harding Loevner
New Jersey
$97.9M -$7.77M -185,476 -7%
Goldman Sachs
13
Goldman Sachs
New York
$83.2M +$2.48M +59,105 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$80.1M +$62.7M +1,497,502 +343%
Ameriprise
15
Ameriprise
Minnesota
$74.6M +$916K +21,863 +1%
AG
16
Aperio Group
California
$70.4M +$6.08M +145,164 +9%
CC
17
Carlson Capital
Texas
$62.1M +$62.3M +1,487,200 New
Deutsche Bank
18
Deutsche Bank
Germany
$54.8M -$8.8M -210,169 -14%
Two Sigma Investments
19
Two Sigma Investments
New York
$50.4M +$43.4M +1,035,216 +604%
CCM
20
Cullen Capital Management
New York
$43.5M -$3.1M -73,974 -7%
Franklin Resources
21
Franklin Resources
California
$42.7M -$216K -5,158 -0.5%
Wells Fargo
22
Wells Fargo
California
$41M +$269K +6,428 +0.7%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$34.4M +$34.1M +815,031 +9,134%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$33.3M +$3.01M +71,889 +10%
MICM
25
Matthews International Capital Management
California
$27.9M -$346K -8,267 -1%

HSBC Hedge Fund Activity: Q2 2019 in Review

421 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2019, worth a combined $4.14B — up 0.92% from $4.1B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of HSBC and 37 opened new positions — a net loss of 9 holders — while 243 trimmed existing stakes and 137 added.

The largest buyer was Renaissance Technologies, adding an estimated $77.3M. The largest seller was Fidelity Investments, cutting an estimated $100M.

  • 421 institutional investors held HSBC (HSBC) as of Q2 2019, down from 433 in Q1 2019.
  • Funds reported $4.14B of HSBC stock for Q2 2019, up 0.92% quarter-over-quarter.
  • 37 funds opened new HSBC positions in Q2 2019 and 46 closed out, a net change of -9 holders.
  • The largest HSBC buyer in Q2 2019 was Renaissance Technologies, an estimated $77.3M added.
  • The largest HSBC seller in Q2 2019 was Fidelity Investments, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2019.