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HSBC

269 hedge funds and large institutions have $1.47B invested in HSBC in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

94% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 36

21% more capital invested

Capital invested by funds: $1.21B → $1.47B (+$255M)

13% more funds holding

Funds holding: 238 → 269 (+31)

0.03% less ownership

Funds ownership: 0.3% → 0.28% (-0.03%)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

45% less call options, than puts

Call options by funds: $73.6M | Put options by funds: $133M

Holders
269
Holders Change
+31
Holders Change %
+13.03%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
70
Increased
59
Reduced
74
Closed
36
Calls
$73.6M
Puts
$133M
Net Calls
-$59.5M
Net Calls Change
-$9.96M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$19.1M
2
PPA
Parametric Portfolio Associates
Washington
+$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$17.2M
4
Jane Street
Jane Street
New York
+$14.1M
5
TAM
Tocqueville Asset Management
New York
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$63.1M
2
Citigroup
Citigroup
New York
-$60.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$42.9M
4
Ameriprise
Ameriprise
Minnesota
-$28.8M
5
LP
LMR Partners
United Kingdom
-$24.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
226
IFP Advisors
Florida
$5K – – –
AF
227
Allworth Financial
California
$4K – – –
ARMC
228
American Research & Management Company
Massachusetts
$4K – – –
PWMG
229
Prestige Wealth Management Group
New Jersey
$4K – – –
TF
230
TimeScale Financial
Massachusetts
$4K – – –
SSB
231
Sandy Spring Bank
Maryland
$4K +$3.49K +147 New
WTC
232
WhitTier Trust Company
Nevada
$3K -$3.61K -152 -58%
RCA
233
Ranch Capital Advisors
Florida
$3K – – –
TCOV
234
Trust Company of Vermont
Vermont
$3K – – –
VNA
235
Valley National Advisers
Pennsylvania
$3K – – –
IHWM
236
Iron Horse Wealth Management
Iowa
$3K +$2.38K +100 New
VCG
237
Vantage Consulting Group
Virginia
$3K +$2.73K +115 New
COCM
238
Charter Oak Capital Management
New Hampshire
$3K +$2.97K +125 New
AWM
239
Accel Wealth Management
Iowa
$3K +$3.11K +131 New
CAAS
240
Capital Asset Advisory Services
Michigan
$3K +$3.14K +132 New
TPCW
241
TD Private Client Wealth
New York
$2.98K +$2.42K +102 +785%
SWA
242
Sutton Wealth Advisors
Florida
$2.1K – – –
BBHC
243
Brown Brothers Harriman & Co
New York
$2K -$1.93K -81 -49%
CFA
244
Carroll Financial Associates
North Carolina
$2K – – –
EWM
245
Endurance Wealth Management
Rhode Island
$2K – – –
TIM
246
Tortoise Investment Management
New York
$2K – – –
RWB
247
RMR Wealth Builders
New Jersey
$2K +$1.97K +83 New
CCA
248
Childress Capital Advisors
Texas
$2K +$2.04K +86 New
RPWA
249
Regent Peak Wealth Advisors
Georgia
$2K +$2.28K +96 New
APA
250
American Portfolios Advisors
New York
$1.63K -$15.9K -671 -91%
8 9
10
11 12

HSBC Hedge Fund Activity: Q4 2020 in Review

269 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2020, worth a combined $1.47B — up 21% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HSBC positions and 36 closed out — a net gain of 34 holders — while 59 added to existing stakes and 74 trimmed.

The largest buyer was Norges Bank, adding an estimated $19.1M. The largest seller was JP Morgan Chase, cutting an estimated $63.1M.

  • 269 institutional investors held HSBC (HSBC) as of Q4 2020, up from 238 in Q3 2020.
  • Funds reported $1.47B of HSBC stock for Q4 2020, up 21% quarter-over-quarter.
  • 70 funds opened new HSBC positions in Q4 2020 and 36 closed out, a net change of +34 holders.
  • The largest HSBC buyer in Q4 2020 was Norges Bank, an estimated $19.1M added.
  • The largest HSBC seller in Q4 2020 was JP Morgan Chase, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2020.