We are live on ! Find out more
HSEB.CL

HSBC Holdings plc
HSEB.CL

Delisted

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

Back to rankings

12 hedge funds and large institutions have $37.9M invested in HSBC Holdings plc in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

20% more funds holding

Funds holding: 10 → 12 (+2)

2% more capital invested

Capital invested by funds: $37.1M → $37.9M (+$756K)

Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$539K
2
HNB
Huntington National Bank
Ohio
+$539K
3
WSCM
Wellington Shields Capital Management
New York
+$267K
4
KIA
KCM Investment Advisors
California
+$153K
5
TCOV
Trust Company of Vermont
Vermont
+$16.2K

Top Sellers

Rank Fund Capital Flow
1
NSIM
North Star Investment Management
Illinois
-$600K
2
PPA
Parametric Portfolio Associates
Washington
-$184K
3
RIG
Roosevelt Investment Group
New York
-$30.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$26.3M +$539K +20,010 +2%
KIA
2
KCM Investment Advisors
California
$5.55M +$153K +5,690 +3%
RIG
3
Roosevelt Investment Group
New York
$2.3M -$30.6K -1,136 -1%
PPA
4
Parametric Portfolio Associates
Washington
$1.73M -$184K -6,850 -10%
CNB
5
City National Bank
California
$809K – – –
HNB
6
Huntington National Bank
Ohio
$539K +$539K +20,000 New
ARMC
7
American Research & Management Company
Massachusetts
$298K – – –
WSCM
8
Wellington Shields Capital Management
New York
$267K +$267K +9,900 New
PTC
9
Private Trust Company
Ohio
$38K +$15.3K +570 +69%
RFA
10
Reilly Financial Advisors
California
$27K – – –
HCM
11
Highlander Capital Management
New Jersey
$18.9K – – –
TCOV
12
Trust Company of Vermont
Vermont
$16K +$16.2K +600 New
NSIM
13
North Star Investment Management
Illinois
– -$600K -22,260 Closed

HSEB.CL Hedge Fund Activity: Q1 2014 in Review

12 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings plc (HSEB.CL) for Q1 2014, worth a combined $37.9M — up 2% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HSEB.CL positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Ameriprise, adding an estimated $539K. The largest seller was North Star Investment Management, exiting entirely with an estimated $600K sold.

  • 12 institutional investors held HSBC Holdings plc (HSEB.CL) as of Q1 2014, up from 10 in Q4 2013.
  • Funds reported $37.9M of HSBC Holdings plc stock for Q1 2014, up 2% quarter-over-quarter.
  • 3 funds opened new HSBC Holdings plc positions in Q1 2014 and 1 closed out, a net change of +2 holders.
  • The largest HSBC Holdings plc buyer in Q1 2014 was Ameriprise, an estimated $539K added.
  • The largest HSBC Holdings plc seller in Q1 2014 was North Star Investment Management, an estimated $600K sold.

Based on aggregated 13F filings for Q1 2014.