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406 hedge funds and large institutions have $3.45B invested in HSBC in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

5% more funds holding

Funds holding: 386406 (+20)

0.02% less ownership

Funds ownership: 0.46%0.44% (-0.02%)

3% less capital invested

Capital invested by funds: $3.55B → $3.45B (-$107M)

16% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 141

45% less call options, than puts

Call options by funds: $175M | Put options by funds: $320M

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
406
Holders Change
+20
Holders Change %
+5.18%
% of All Funds
8%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.04%
New
78
Increased
119
Reduced
141
Closed
51
Calls
$175M
Puts
$320M
Net Calls
-$145M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$625M +$3.85M +101,497 +0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$420M -$13.8M -363,220 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$292M +$37.9M +998,765 +15%
HL
4
Harding Loevner
New Jersey
$187M +$97.9M +2,582,158 +118%
Northern Trust
5
Northern Trust
Illinois
$182M +$7.46M +196,834 +4%
CI
6
Cambiar Investors
Colorado
$137M -$3.17M -83,632 -2%
Bank of America
7
Bank of America
North Carolina
$133M -$35.1M -926,583 -21%
JP Morgan Chase
8
JP Morgan Chase
New York
$107M +$8.59M +226,391 +9%
PPA
9
Parametric Portfolio Associates
Washington
$101M +$6.01M +158,424 +7%
SCCM
10
Schafer Cullen Capital Management
New York
$89M -$6.22M -164,039 -7%
Goldman Sachs
11
Goldman Sachs
New York
$86.2M -$804K -21,190 -1%
Morgan Stanley
12
Morgan Stanley
New York
$75.8M -$24.2M -637,740 -25%
Ameriprise
13
Ameriprise
Minnesota
$74.1M +$2.97M +78,342 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$67.5M -$6.07M -160,010 -8%
SCM
15
Segantii Capital Management
Hong Kong
$52M -$28.8M -760,062 -36%
AG
16
Aperio Group
California
$49.4M +$3.9M +102,733 +9%
Wells Fargo
17
Wells Fargo
California
$32.9M -$1.67M -44,132 -5%
CC
18
Carlson Capital
Texas
$32.4M -$1.08M -28,361 -3%
Verition Fund Management
19
Verition Fund Management
Connecticut
$32.3M -$21.7M -572,146 -41%
Citigroup
20
Citigroup
New York
$32.2M +$2.19M +57,695 +8%
CCM
21
Cullen Capital Management
New York
$26.9M -$207K -5,455 -0.8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$25.9M +$34.1K +898 +0.1%
MICM
23
Matthews International Capital Management
California
$25.9M -$45.5K -1,200 -0.2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$20.7M +$473K +12,471 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$17.5M -$6.75M -178,019 -28%

HSBC Hedge Fund Activity: Q4 2019 in Review

406 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2019, worth a combined $3.45B — down 3% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new HSBC positions and 51 closed out — a net gain of 27 holders — while 119 added to existing stakes and 141 trimmed.

The largest buyer was Harding Loevner, adding an estimated $97.9M. The largest seller was Deutsche Bank, cutting an estimated $39.1M.

  • 406 institutional investors held HSBC (HSBC) as of Q4 2019, up from 386 in Q3 2019.
  • Funds reported $3.45B of HSBC stock for Q4 2019, down 3% quarter-over-quarter.
  • 78 funds opened new HSBC positions in Q4 2019 and 51 closed out, a net change of +27 holders.
  • The largest HSBC buyer in Q4 2019 was Harding Loevner, an estimated $97.9M added.
  • The largest HSBC seller in Q4 2019 was Deutsche Bank, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2019.