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HSEA.CL

HSBC Holdings plc
HSEA.CL

Delisted

HSEA.CL was delisted on the 1st of June, 2018.

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15 hedge funds and large institutions have $3.18M invested in HSBC Holdings plc in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

47% more capital invested

Capital invested by funds: $2.16M → $3.18M (+$1.02M)

7% more funds holding

Funds holding: 14 → 15 (+1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
CIM Investment Management
Pennsylvania
+$1.07M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$27.3K

Top Sellers

Rank Fund Capital Flow
1
HCC
Hirtle Callaghan & Co
Pennsylvania
-$27K
2
CNB
City National Bank
California
-$7.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
CIM Investment Management
Pennsylvania
$1.05M +$1.07M +40,000 New
MCC
2
Mid Continent Capital
Illinois
$580K – – –
VCM
3
Vision Capital Management
Oregon
$407K – – –
QAM
4
QCI Asset Management
New York
$322K – – –
GA
5
Geneva Advisors
Illinois
$236K – – –
CNB
6
City National Bank
California
$224K -$7.2K -270 -3%
JWM
7
Jacobus Wealth Management
Wisconsin
$105K – – –
GT
8
Glenmede Trust
Pennsylvania
$71K – – –
M
9
MOTCO
Texas
$52K – – –
PSC
10
Prentiss Smith & Co
Vermont
$39K – – –
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$27K +$27.3K +1,025 New
FMP
12
Financial Management Professionals
Texas
$26K – – –
PIA
13
Peachtree Investment Advisors
Georgia
$26K – – –
AA
14
Apriem Advisors
California
$10K – – –
HPBT
15
High Point Bank & Trust
North Carolina
$7K – – –
HCC
16
Hirtle Callaghan & Co
Pennsylvania
– -$27K -991 Closed

HSEA.CL Hedge Fund Activity: Q1 2015 in Review

15 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings plc (HSEA.CL) for Q1 2015, worth a combined $3.18M — up 47% from $2.16M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HSEA.CL positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was CIM Investment Management, opening a new position worth an estimated $1.07M. The largest seller was Hirtle Callaghan & Co, exiting entirely with an estimated $27K sold.

  • 15 institutional investors held HSBC Holdings plc (HSEA.CL) as of Q1 2015, up from 14 in Q4 2014.
  • Funds reported $3.18M of HSBC Holdings plc stock for Q1 2015, up 47% quarter-over-quarter.
  • 2 funds opened new HSBC Holdings plc positions in Q1 2015 and 1 closed out, a net change of +1 holder.
  • The largest HSBC Holdings plc buyer in Q1 2015 was CIM Investment Management, an estimated $1.07M added.
  • The largest HSBC Holdings plc seller in Q1 2015 was Hirtle Callaghan & Co, an estimated $27K sold.

Based on aggregated 13F filings for Q1 2015.