HSBC Holdings plc
HSEB.CL
HSEB.CL was delisted on the 1st of June, 2018.
8 hedge funds and large institutions have $3.13M invested in HSBC Holdings plc in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.
6% less capital invested
Capital invested by funds: $3.33M → $3.13M (-$207K)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
|
+$5.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$106K |
| 2 |
PSC
Prentiss Smith & Co
Brattleboro,
Vermont
|
-$12K |
| 3 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
-$10.6K |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $2.22M | -$106K | -3,980 | -4% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $613K | – | – | – |
|
|
GT
3
Glenmede Trust
Philadelphia,
Pennsylvania
| $214K | – | – | – |
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | – | – | – |
|
|
TCOV
5
Trust Company of Vermont
Brattleboro,
Vermont
| $24K | – | – | – |
|
|
ARMC
6
American Research & Management Company
Marion,
Massachusetts
| $16K | -$10.6K | -400 | -40% |
|
|
HCM
7
Highlander Capital Management
Short Hills,
New Jersey
| $13K | – | – | – |
|
|
VIA
8
Vantage Investment Advisors
State College,
Pennsylvania
| $5K | +$5.58K | +210 | New |
|
|
PSC
9
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$12K | -450 | Closed |
|
|
SBL
10
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$5K | -200 | Closed |
|
HSEB.CL Hedge Fund Activity: Q1 2018 in Review
8 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in HSBC Holdings plc (HSEB.CL) for Q1 2018, worth a combined $3.13M — down 6.2% from $3.33M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HSEB.CL and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest buyer was Vantage Investment Advisors, opening a new position worth an estimated $5.58K. The largest seller was KCM Investment Advisors, cutting an estimated $106K.
- 8 institutional investors held HSBC Holdings plc (HSEB.CL) as of Q1 2018, down from 9 in Q4 2017.
- Funds reported $3.13M of HSBC Holdings plc stock for Q1 2018, down 6.2% quarter-over-quarter.
- 1 fund opened new HSBC Holdings plc positions in Q1 2018 and 2 closed out, a net change of -1 holder.
- The largest HSBC Holdings plc buyer in Q1 2018 was Vantage Investment Advisors, an estimated $5.58K added.
- The largest HSBC Holdings plc seller in Q1 2018 was KCM Investment Advisors, an estimated $106K sold.
Based on aggregated 13F filings for Q1 2018.