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386 hedge funds and large institutions have $3.55B invested in HSBC in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 175 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

0.03% less ownership

Funds ownership: 0.49%0.46% (-0.03%)

8% less funds holding

Funds holding: 421386 (-35)

14% less capital invested

Capital invested by funds: $4.14B → $3.55B (-$583M)

46% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 175

47% less call options, than puts

Call options by funds: $186M | Put options by funds: $355M

48% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 69

Holders
386
Holders Change
-35
Holders Change %
-8.31%
% of All Funds
8.46%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
36
Increased
94
Reduced
175
Closed
69
Calls
$186M
Puts
$355M
Net Calls
-$168M
Net Calls Change
-$66.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$608M -$17M -438,644 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$425M +$1.32M +34,035 +0.3%
Renaissance Technologies
3
Renaissance Technologies
New York
$247M +$61.9M +1,598,491 +33%
Northern Trust
4
Northern Trust
Illinois
$170M -$3.3M -85,276 -2%
Bank of America
5
Bank of America
North Carolina
$166M -$5.91M -152,561 -3%
CI
6
Cambiar Investors
Colorado
$137M -$16.7M -432,140 -11%
LP
7
LMR Partners
United Kingdom
$103M +$104M +2,675,144 New
Morgan Stanley
8
Morgan Stanley
New York
$98.7M -$23.5M -607,340 -19%
JP Morgan Chase
9
JP Morgan Chase
New York
$96.4M +$22.7M +584,519 +30%
SCCM
10
Schafer Cullen Capital Management
New York
$93.4M -$38.2M -986,667 -29%
PPA
11
Parametric Portfolio Associates
Washington
$93.2M -$37.2M -960,491 -28%
Goldman Sachs
12
Goldman Sachs
New York
$85.2M +$9.03M +233,138 +12%
HL
13
Harding Loevner
New Jersey
$83.9M -$5.92M -152,653 -7%
SCM
14
Segantii Capital Management
Hong Kong
$80.6M -$42.5M -1,096,973 -34%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$72.2M -$123M -3,184,394 -63%
Ameriprise
16
Ameriprise
Minnesota
$69.2M +$1.07M +27,717 +2%
Verition Fund Management
17
Verition Fund Management
Connecticut
$53.5M +$50.1M +1,293,466 +1,241%
AG
18
Aperio Group
California
$44.4M -$20.3M -524,858 -31%
Deutsche Bank
19
Deutsche Bank
Germany
$39.9M -$10.5M -270,632 -21%
Wells Fargo
20
Wells Fargo
California
$33.9M -$3.72M -95,918 -10%
CC
21
Carlson Capital
Texas
$32.8M -$24.4M -629,300 -42%
Citigroup
22
Citigroup
New York
$29.4M +$4.9M +126,493 +20%
CCM
23
Cullen Capital Management
New York
$26.6M -$13.4M -346,910 -33%
MICM
24
Matthews International Capital Management
California
$25.4M -$209K -5,400 -0.8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$25.4M -$5.28M -136,303 -17%

HSBC Hedge Fund Activity: Q3 2019 in Review

386 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2019, worth a combined $3.55B — down 14% from $4.14B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of HSBC and 36 opened new positions — a net loss of 33 holders — while 175 trimmed existing stakes and 94 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $104M. The largest seller was Royal Bank of Canada, cutting an estimated $123M.

  • 386 institutional investors held HSBC (HSBC) as of Q3 2019, down from 421 in Q2 2019.
  • Funds reported $3.55B of HSBC stock for Q3 2019, down 14% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q3 2019 and 69 closed out, a net change of -33 holders.
  • The largest HSBC buyer in Q3 2019 was LMR Partners, an estimated $104M added.
  • The largest HSBC seller in Q3 2019 was Royal Bank of Canada, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2019.