HSBC HOLDINGS PLC CAE — CAE INC

Ownership history in HSBC HOLDINGS PLC  ·  92 quarters on record

AI Ownership Summary

HSBC HOLDINGS PLC reported CAE INC (CAE) in 92 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows CAE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HSBC HOLDINGS PLC's position in CAE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CAE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAE stock page HSBC HOLDINGS PLC fund profile HSBC HOLDINGS PLC full holdings
How HSBC HOLDINGS PLC held CAE — position size vs. price
% of Fund (quarterly)    CAE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 263,259 +108,540 +70.2% 0.00% $7.8M 2025-11-13 $26.32
2025 Q2 REDUCED 5.1% +0.6% ❌ 154,719 -8,323 -5.1% 0.00% $4.5M 2025-08-13 $27.88
2025 Q1 REDUCED 32.1% +19.0% ❌ 163,042 -76,954 -32.1% 0.00% $4.0M 2025-05-14 $24.57
2024 Q4 REDUCED 31.8% -3.1% ✅ 239,996 -111,732 -31.8% 0.00% $6.1M 2025-02-14 $26.78
2024 Q3 ADDED — — — 351,728 +335,268 +2036.9% 0.00% $6.6M 2024-11-14 $21.99
2024 Q2 REDUCED 92.7% +0.9% ❌ 16,460 -209,638 -92.7% 0.00% $305K 2024-08-12 $16.45
2024 Q1 ADDED — — — 226,098 +115,878 +105.1% 0.00% $4.7M 2024-05-15 $21.10
2023 Q4 REDUCED 24.1% -6.3% ✅ 110,220 -35,008 -24.1% 0.00% $2.4M 2024-02-12 $21.46
84 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAE

As of 2026 Q1 — sorted by position size

Summerhill Capital Management lnc. 2.8% Henry James International Management Inc. 3Y 7Y 1.71% Bastion Asset Management Inc. 0.96% OneAscent Investment Solutions LLC 0.72% Stanley-Laman Group, Ltd. 3Y 7Y 0.63% Triasima Portfolio Management inc. 3Y 0.39% Addenda Capital Inc. 3Y 7Y 0.37% Alessandra Capital Management, LLC 0.23% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 0.22% Legacy Wealth Asset Management, LLC 3Y 0.19%

FAQ About HSBC HOLDINGS PLC and CAE

These are the practical questions this page is built to answer before you even open the full history table.

How long has HSBC HOLDINGS PLC reported owning CAE?

HSBC HOLDINGS PLC reported CAE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CAE position in HSBC HOLDINGS PLC's portfolio?

The largest reported portfolio weight for CAE was 0.00% in 2025 Q3.

What is the latest reported CAE position on this page?

The most recent filing on this page is 2025 Q3, when HSBC HOLDINGS PLC reported 263,259 shares, equal to 0.00% of portfolio, with an estimated market value of $7.8M.

What does the chart on this CAE ownership page compare?

The chart compares HSBC HOLDINGS PLC's quarterly CAE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HSBC HOLDINGS PLC time their CAE position?

Based on 13F filing dates vs. subsequent CAE price moves, HSBC HOLDINGS PLC correctly timed 35 out of 88 reported position changes (40%). The annualised alpha on CAE relative to SPY over the holding period was +0.1%.

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