HSBC Holdings plc
HSEB.CL
HSEB.CL was delisted on the 1st of June, 2018.
12 hedge funds and large institutions have $37M invested in HSBC Holdings plc in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
4% less capital invested
Capital invested by funds: $38.4M → $37M (-$1.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$661K |
| 2 |
RIG
Roosevelt Investment Group
New York
|
+$237K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$178K |
| 4 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$135K |
| 5 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
+$27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.52M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $25.8M | -$2.52M | -93,100 | -9% |
|
|
KIA
2
KCM Investment Advisors
Greenbrae,
California
| $4.67M | +$661K | +24,450 | +17% |
|
|
RIG
3
Roosevelt Investment Group
New York
| $2.44M | +$237K | +8,760 | +11% |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $2M | +$178K | +6,575 | +10% |
|
|
CNB
5
City National Bank
Beverly Hills,
California
| $812K | – | – | – |
|
|
NSIM
6
North Star Investment Management
Chicago,
Illinois
| $530K | +$135K | +5,005 | +34% |
|
|
AG
7
Aperio Group
Sausalito,
California
| $424K | +$14K | +517 | +3% |
|
|
ARMC
8
American Research & Management Company
Marion,
Massachusetts
| $299K | +$27K | +1,000 | +10% |
|
|
RFA
9
Reilly Financial Advisors
La Mesa,
California
| $27K | – | – | – |
|
|
HCM
10
Highlander Capital Management
Short Hills,
New Jersey
| $18.9K | – | – | – |
|
|
PTC
11
Private Trust Company
Cleveland,
Ohio
| $11K | +$10.8K | +400 | New |
|
12
Victory Capital Management
San Antonio,
Texas
| $3K | +$3.65K | +135 | New |
|
|
GT
13
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$48K | -1,780 | Closed |
|
HSEB.CL Hedge Fund Activity: Q3 2013 in Review
12 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings plc (HSEB.CL) for Q3 2013, worth a combined $37M — down 3.6% from $38.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HSEB.CL positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 1 trimmed.
The largest buyer was KCM Investment Advisors, adding an estimated $661K. The largest seller was Ameriprise, cutting an estimated $2.52M.
- 12 institutional investors held HSBC Holdings plc (HSEB.CL) as of Q3 2013, up from 11 in Q2 2013.
- Funds reported $37M of HSBC Holdings plc stock for Q3 2013, down 3.6% quarter-over-quarter.
- 2 funds opened new HSBC Holdings plc positions in Q3 2013 and 1 closed out, a net change of +1 holder.
- The largest HSBC Holdings plc buyer in Q3 2013 was KCM Investment Advisors, an estimated $661K added.
- The largest HSBC Holdings plc seller in Q3 2013 was Ameriprise, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2013.