HSBC HOLDINGS PLC-SPONS ADR (HSBC) Institutional Ownership Changes & 13F Activity
HSBC HOLDINGS PLC-SPONS ADR (HSBC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, Hancock Classic Value, Tweedy, Browne Co All Funds (US), and Ariel Appreciation Fund.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2016 | Tweedy, Browne Co All Funds (US) | Buy | 6,752 | 179,538 | $5,621 |
| Q1 2016 | Renaissance Technologies LLC | Buy | 684,400 | 1,026,361 | $31,940 |
| Q1 2016 | Causeway Capital Management | Sell | -439,610 | 203,175 | $6,772 |
| Q1 2016 | Dodge & Cox Stock Fund | Sell | -2,750 | 11,255 | $350 |
| Q1 2016 | Tweedy, Browne Co All Funds (US) | Sell | -2,323 | 172,786 | $5,377 |
| Q1 2016 | Ariel Appreciation Fund | Buy | 364 | 57,512 | $1,790 |
| Q4 2015 | Ariel Appreciation Fund | Buy | 13,941 | 57,148 | $2,256 |
| Q4 2015 | Causeway Capital Management | Sell | -12,343 | 642,785 | $25,371 |
| Q4 2015 | Dodge & Cox Stock Fund | Sell | -6,400 | 14,005 | $553 |
| Q4 2015 | Tweedy, Browne Co All Funds (US) | Buy | 2,795 | 175,109 | $6,912 |
| Q3 2015 | Causeway Capital Management | Buy | 155,170 | 655,128 | $24,816 |
| Q3 2015 | Renaissance Technologies LLC | Sell | -142,432 | 341,961 | $12,953 |
| Q3 2015 | Dodge & Cox Stock Fund | Sell | -42,807 | 20,405 | $773 |
| Q3 2015 | Ariel Appreciation Fund | Buy | 2,462 | 43,207 | $1,637 |
| Q3 2015 | Tweedy, Browne Co All Funds (US) | Buy | 2,141 | 172,314 | $6,527 |
| Q2 2015 | Renaissance Technologies LLC | Buy | 270,993 | 484,393 | $21,706 |
| Q2 2015 | Dodge & Cox Stock Fund | Sell | -159,608 | 63,212 | $2,833 |
| Q2 2015 | Causeway Capital Management | Buy | 122,648 | 499,958 | $22,403 |
| Q2 2015 | Tweedy, Browne Co All Funds (US) | Buy | 5,791 | 170,173 | $7,625 |
| Q2 2015 | Ariel Appreciation Fund | Buy | 2,345 | 40,745 | $1,826 |
| Q1 2015 | Causeway Capital Management | Sell | -859,083 | 377,310 | $16,070 |
| Q1 2015 | Dodge & Cox Stock Fund | Sell | -315,368 | 222,820 | $9,490 |
| Q1 2015 | Renaissance Technologies LLC | Buy | 136,426 | 213,400 | $9,089 |
| Q1 2015 | Ariel Appreciation Fund | Buy | 17,381 | 38,400 | $1,635 |
| Q1 2015 | Tweedy, Browne Co All Funds (US) | Sell | -3,213 | 164,382 | $7,001 |
| Q4 2014 | Dodge & Cox Stock Fund | Sell | -9,307,099 | 538,188 | $25,419 |
| Q4 2014 | Renaissance Technologies LLC | Sell | -642,100 | 76,974 | $3,635 |
| Q4 2014 | Ariel Appreciation Fund | Sell | -30,270 | 21,019 | $993 |
| Q4 2014 | Causeway Capital Management | Sell | -7,060 | 1,236,393 | $18,845 |
| Q4 2014 | Tweedy, Browne Co All Funds (US) | Sell | -4,400 | 167,595 | $7,915 |
Frequently asked questions about HSBC activity
Which institutional owners are buying HSBC?
Institutional owners buying HSBC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HSBC activity?
"Buy" means an investor increased their reported position in HSBC compared to the prior reporting period. This reflects growing exposure to HSBC HOLDINGS PLC-SPONS ADR (HSBC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HSBC increasing?
Institutional interest in HSBC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related HSBC Institutional Insights
- HSBC Institutional Ownership Overview
- HSBC Institutional Ownership & Insiders Activity
- HSBC Institutional Ownership & 13F Activity
- HSBC Top Institutional Shareholders
- HSBC Institutional Buying Activity
- HSBC Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HSBC Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings