HSBC Holdings plc
HSEB.CL
HSEB.CL was delisted on the 1st of June, 2018.
10 hedge funds and large institutions have $6.14M invested in HSBC Holdings plc in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
11% more funds holding
Funds holding: 9 → 10 (+1)
10% less capital invested
Capital invested by funds: $6.83M → $6.14M (-$693K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$201K |
| 2 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$5.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$674K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$82.3K |
| 3 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
-$51.7K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $2.63M | -$82.3K | -3,180 | -3% |
|
|
2
Ameriprise
Minneapolis,
Minnesota
| $2.25M | +$201K | +7,771 | +10% |
|
|
RIG
3
Roosevelt Investment Group
New York
| $907K | -$674K | -26,070 | -43% |
|
|
GT
4
Glenmede Trust
Philadelphia,
Pennsylvania
| $206K | – | – | – |
|
|
ARMC
5
American Research & Management Company
Marion,
Massachusetts
| $48K | -$51.7K | -2,000 | -52% |
|
|
HCM
6
Highlander Capital Management
Short Hills,
New Jersey
| $39K | – | – | – |
|
|
TCOV
7
Trust Company of Vermont
Brattleboro,
Vermont
| $23K | – | – | – |
|
|
PSC
8
Prentiss Smith & Co
Brattleboro,
Vermont
| $12K | – | – | – |
|
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | -$11.6K | -450 | -53% |
|
|
SBL
10
Sargent Bickham Lagudis
Boulder,
Colorado
| $5K | +$5.17K | +200 | New |
|
HSEB.CL Hedge Fund Activity: Q4 2016 in Review
10 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings plc (HSEB.CL) for Q4 2016, worth a combined $6.14M — down 10% from $6.83M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HSEB.CL positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Ameriprise, adding an estimated $201K. The largest seller was Roosevelt Investment Group, cutting an estimated $674K.
- 10 institutional investors held HSBC Holdings plc (HSEB.CL) as of Q4 2016, up from 9 in Q3 2016.
- Funds reported $6.14M of HSBC Holdings plc stock for Q4 2016, down 10% quarter-over-quarter.
- 1 fund opened new HSBC Holdings plc positions in Q4 2016 and 0 closed out, a net change of +1 holder.
- The largest HSBC Holdings plc buyer in Q4 2016 was Ameriprise, an estimated $201K added.
- The largest HSBC Holdings plc seller in Q4 2016 was Roosevelt Investment Group, an estimated $674K sold.
Based on aggregated 13F filings for Q4 2016.