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HSEB.CL

HSBC Holdings plc
HSEB.CL

Delisted

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

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13 hedge funds and large institutions have $40.2M invested in HSBC Holdings plc in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 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

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

8% more funds holding

Funds holding: 12 → 13 (+1)

6% more capital invested

Capital invested by funds: $37.9M → $40.2M (+$2.31M)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CNB
City National Bank
California
+$894K
2
Ameriprise
Ameriprise
Minnesota
+$852K
3
WSFS
Wilmington Savings Fund Society
Delaware
+$298K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$215K
5
ARMC
American Research & Management Company
Massachusetts
+$30.5K

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$54.2K
2
PPA
Parametric Portfolio Associates
Washington
-$34.1K
3
RFA
Reilly Financial Advisors
California
-$27K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$27.2M +$852K +31,447 +3%
KIA
2
KCM Investment Advisors
California
$5.51M -$54.2K -2,000 -1%
RIG
3
Roosevelt Investment Group
New York
$2.31M – – –
CNB
4
City National Bank
California
$1.71M +$894K +33,000 +110%
PPA
5
Parametric Portfolio Associates
Washington
$1.7M -$34.1K -1,261 -2%
HNB
6
Huntington National Bank
Ohio
$541K – – –
ARMC
7
American Research & Management Company
Massachusetts
$330K +$30.5K +1,125 +10%
WSFS
8
Wilmington Savings Fund Society
Delaware
$298K +$298K +11,000 New
WSCM
9
Wellington Shields Capital Management
New York
$268K – – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$215K +$215K +7,948 New
PTC
11
Private Trust Company
Ohio
$38K – – –
HCM
12
Highlander Capital Management
New Jersey
$18.9K – – –
TCOV
13
Trust Company of Vermont
Vermont
$16K – – –
RFA
14
Reilly Financial Advisors
California
– -$27K -1,000 Closed

HSEB.CL Hedge Fund Activity: Q2 2014 in Review

13 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings plc (HSEB.CL) for Q2 2014, worth a combined $40.2M — up 6.1% from $37.9M a quarter earlier.

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

The largest buyer was City National Bank, adding an estimated $894K. The largest seller was KCM Investment Advisors, cutting an estimated $54.2K.

  • 13 institutional investors held HSBC Holdings plc (HSEB.CL) as of Q2 2014, up from 12 in Q1 2014.
  • Funds reported $40.2M of HSBC Holdings plc stock for Q2 2014, up 6.1% quarter-over-quarter.
  • 2 funds opened new HSBC Holdings plc positions in Q2 2014 and 1 closed out, a net change of +1 holder.
  • The largest HSBC Holdings plc buyer in Q2 2014 was City National Bank, an estimated $894K added.
  • The largest HSBC Holdings plc seller in Q2 2014 was KCM Investment Advisors, an estimated $54.2K sold.

Based on aggregated 13F filings for Q2 2014.