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261 hedge funds and large institutions have $1.48B invested in HSBC in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $1.47B → $1.48B (+$15M)

0.03% less ownership

Funds ownership: 0.28%0.25% (-0.03%)

3% less funds holding

Funds holding: 269261 (-8)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

47% less call options, than puts

Call options by funds: $88.6M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
79
Reduced
69
Closed
44
Calls
$88.6M
Puts
$167M
Net Calls
-$78.3M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
226
Plante Moran Financial Advisors
Michigan
$6K
HFS
227
Hantz Financial Services
Michigan
$5K -$4.03K -141 -45%
TF
228
TimeScale Financial
Massachusetts
$5K
AWM
229
Accel Wealth Management
Iowa
$4K
AF
230
Allworth Financial
California
$4K
ARMC
231
American Research & Management Company
Massachusetts
$4K
COCM
232
Charter Oak Capital Management
New Hampshire
$4K
PWMG
233
Prestige Wealth Management Group
New Jersey
$4K
SSB
234
Sandy Spring Bank
Maryland
$4K
TPCW
235
TD Private Client Wealth
New York
$3.06K -$286 -10 -9%
ADL
236
Asset Dedication LLC
California
$3K -$2.89K -101 -50%
IHWM
237
Iron Horse Wealth Management
Iowa
$3K
TCOV
238
Trust Company of Vermont
Vermont
$3K
VNA
239
Valley National Advisers
Pennsylvania
$3K
WTC
240
WhitTier Trust Company
Nevada
$3K
TIM
241
Tortoise Investment Management
New York
$3K +$372 +13 +16%
SWA
242
Sutton Wealth Advisors
Florida
$2.36K
CFA
243
Carroll Financial Associates
North Carolina
$2K
EWM
244
Endurance Wealth Management
Rhode Island
$2K
JPLA
245
Joseph P. Lucia & Associates
New York
$2K
RWB
246
RMR Wealth Builders
New Jersey
$2K
APA
247
American Portfolios Advisors
New York
$1.84K
CFB
248
Cullen/Frost Bankers
Texas
$1K
DAM
249
Delta Asset Management
Tennessee
$1K
FHC
250
First Horizon Corporation
Tennessee
$1K

HSBC Hedge Fund Activity: Q1 2021 in Review

261 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2021, worth a combined $1.48B — up 1% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of HSBC and 39 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $34.9M. The largest seller was LMR Partners, cutting an estimated $77.2M.

  • 261 institutional investors held HSBC (HSBC) as of Q1 2021, down from 269 in Q4 2020.
  • Funds reported $1.48B of HSBC stock for Q1 2021, up 1% quarter-over-quarter.
  • 39 funds opened new HSBC positions in Q1 2021 and 44 closed out, a net change of -5 holders.
  • The largest HSBC buyer in Q1 2021 was BlackRock, an estimated $34.9M added.
  • The largest HSBC seller in Q1 2021 was LMR Partners, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2021.