HSBC Holdings plc
HSEA.CL
HSEA.CL was delisted on the 1st of June, 2018.
15 hedge funds and large institutions have $2.17M invested in HSBC Holdings plc in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 13 → 15 (+2)
2% less capital invested
Capital invested by funds: $2.2M → $2.17M (-$36K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIA
Peachtree Investment Advisors
Atlanta,
Georgia
|
+$26.2K |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
+$10.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geneva Advisors
Chicago,
Illinois
|
-$26.2K |
| 2 |
VCM
Vision Capital Management
Portland,
Oregon
|
-$26.2K |
| 3 |
CNB
City National Bank
Beverly Hills,
California
|
-$8.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
1
Mid Continent Capital
Chicago,
Illinois
| $576K | – | – | – |
|
|
VCM
2
Vision Capital Management
Portland,
Oregon
| $404K | -$26.2K | -1,000 | -6% |
|
|
QAM
3
QCI Asset Management
Pittsford,
New York
| $328K | – | – | – |
|
|
GA
4
Geneva Advisors
Chicago,
Illinois
| $234K | -$26.2K | -1,000 | -10% |
|
|
CNB
5
City National Bank
Beverly Hills,
California
| $229K | -$8.63K | -330 | -4% |
|
|
JWM
6
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $104K | – | – | – |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $70K | – | – | – |
|
|
M
8
MOTCO
San Antonio,
Texas
| $52K | – | – | – |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| $43K | – | – | – |
|
10
Ameriprise
Minneapolis,
Minnesota
| $31K | – | – | – |
|
|
FMP
11
Financial Management Professionals
Austin,
Texas
| $26K | – | – | – |
|
|
HCC
12
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $26K | – | – | – |
|
|
PIA
13
Peachtree Investment Advisors
Atlanta,
Georgia
| $26K | +$26.2K | +1,000 | New |
|
|
AA
14
Apriem Advisors
Irvine,
California
| $10K | +$10.5K | +400 | New |
|
|
HPBT
15
High Point Bank & Trust
High Point,
North Carolina
| $7K | – | – | – |
|
HSEA.CL Hedge Fund Activity: Q3 2014 in Review
15 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings plc (HSEA.CL) for Q3 2014, worth a combined $2.17M — down 1.6% from $2.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HSEA.CL positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Peachtree Investment Advisors, opening a new position worth an estimated $26.2K. The largest seller was Geneva Advisors, cutting an estimated $26.2K.
- 15 institutional investors held HSBC Holdings plc (HSEA.CL) as of Q3 2014, up from 13 in Q2 2014.
- Funds reported $2.17M of HSBC Holdings plc stock for Q3 2014, down 1.6% quarter-over-quarter.
- 2 funds opened new HSBC Holdings plc positions in Q3 2014 and 0 closed out, a net change of +2 holders.
- The largest HSBC Holdings plc buyer in Q3 2014 was Peachtree Investment Advisors, an estimated $26.2K added.
- The largest HSBC Holdings plc seller in Q3 2014 was Geneva Advisors, an estimated $26.2K sold.
Based on aggregated 13F filings for Q3 2014.