HSBC Holdings plc
HSEA.CL
HSEA.CL was delisted on the 1st of June, 2018.
11 hedge funds and large institutions have $2.21M invested in HSBC Holdings plc in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
14% more capital invested
Capital invested by funds: $1.94M → $2.21M (+$272K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFC
AFT Forsyth & Company
West Palm Beach,
Florida
|
+$305K |
| 2 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
+$80.6K |
| 3 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
|
+$2.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSC
Prentiss Smith & Co
Brattleboro,
Vermont
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
CIM Investment Management
Pittsburgh,
Pennsylvania
| $1.05M | – | – | – |
|
|
AFC
2
AFT Forsyth & Company
West Palm Beach,
Florida
| $299K | +$305K | +11,350 | New |
|
|
QAM
3
QCI Asset Management
Pittsford,
New York
| $286K | – | – | – |
|
|
HW
4
Hancock Whitney
Gulfport,
Mississippi
| $263K | – | – | – |
|
|
PCG
5
Private Capital Group
West Hartford,
Connecticut
| $80K | +$80.6K | +3,000 | New |
|
|
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $74K | – | – | – |
|
|
M
7
MOTCO
San Antonio,
Texas
| $53K | – | – | – |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $47K | – | – | – |
|
|
BRC
9
Bell Rock Capital
Rehoboth Beach,
Delaware
| $26K | – | – | – |
|
|
SHJ
10
Sharkey, Howes & Javer
Denver,
Colorado
| $26K | – | – | – |
|
|
VIA
11
Vantage Investment Advisors
State College,
Pennsylvania
| $3K | +$2.69K | +100 | New |
|
|
PSC
12
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$41K | -1,500 | Closed |
|
HSEA.CL Hedge Fund Activity: Q1 2018 in Review
11 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings plc (HSEA.CL) for Q1 2018, worth a combined $2.21M — up 14% from $1.94M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HSEA.CL positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was AFT Forsyth & Company, opening a new position worth an estimated $305K. The largest seller was Prentiss Smith & Co, exiting entirely with an estimated $41K sold.
- 11 institutional investors held HSBC Holdings plc (HSEA.CL) as of Q1 2018, up from 9 in Q4 2017.
- Funds reported $2.21M of HSBC Holdings plc stock for Q1 2018, up 14% quarter-over-quarter.
- 3 funds opened new HSBC Holdings plc positions in Q1 2018 and 1 closed out, a net change of +2 holders.
- The largest HSBC Holdings plc buyer in Q1 2018 was AFT Forsyth & Company, an estimated $305K added.
- The largest HSBC Holdings plc seller in Q1 2018 was Prentiss Smith & Co, an estimated $41K sold.
Based on aggregated 13F filings for Q1 2018.