HSBC Holdings plc
HSEB.CL
HSEB.CL was delisted on the 1st of June, 2018.
10 hedge funds and large institutions have $37.1M invested in HSBC Holdings plc in 2013 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more capital invested
Capital invested by funds: $37M → $37.1M (+$67.9K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
17% less funds holding
Funds holding: 12 → 10 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$742K |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$71.7K |
| 3 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Aperio Group
Sausalito,
California
|
-$424K |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$99.8K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$75.8K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$3K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $25.7M | -$2.7K | -100 | -0% |
|
|
KIA
2
KCM Investment Advisors
Greenbrae,
California
| $5.39M | +$742K | +27,424 | +16% |
|
|
RIG
3
Roosevelt Investment Group
New York
| $2.33M | -$99.8K | -3,690 | -4% |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $1.91M | -$75.8K | -2,805 | -4% |
|
|
CNB
5
City National Bank
Beverly Hills,
California
| $808K | – | – | – |
|
|
NSIM
6
North Star Investment Management
Chicago,
Illinois
| $600K | +$71.7K | +2,650 | +14% |
|
|
ARMC
7
American Research & Management Company
Marion,
Massachusetts
| $298K | – | – | – |
|
|
RFA
8
Reilly Financial Advisors
La Mesa,
California
| $27K | – | – | – |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| $22K | +$11.5K | +425 | +106% |
|
|
HCM
10
Highlander Capital Management
Short Hills,
New Jersey
| $18.9K | – | – | – |
|
|
AG
11
Aperio Group
Sausalito,
California
| – | -$424K | -15,661 | Closed |
|
|
12
Victory Capital Management
San Antonio,
Texas
| – | -$3K | -135 | Closed |
|
HSEB.CL Hedge Fund Activity: Q4 2013 in Review
10 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings plc (HSEB.CL) for Q4 2013, worth a combined $37.1M — up 0.18% from $37M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HSEB.CL and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 3 added.
The largest buyer was KCM Investment Advisors, adding an estimated $742K. The largest seller was Aperio Group, exiting entirely with an estimated $424K sold.
- 10 institutional investors held HSBC Holdings plc (HSEB.CL) as of Q4 2013, down from 12 in Q3 2013.
- Funds reported $37.1M of HSBC Holdings plc stock for Q4 2013, up 0.18% quarter-over-quarter.
- 0 funds opened new HSBC Holdings plc positions in Q4 2013 and 2 closed out, a net change of -2 holders.
- The largest HSBC Holdings plc buyer in Q4 2013 was KCM Investment Advisors, an estimated $742K added.
- The largest HSBC Holdings plc seller in Q4 2013 was Aperio Group, an estimated $424K sold.
Based on aggregated 13F filings for Q4 2013.