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260 hedge funds and large institutions have $1.52B invested in HSBC in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 61

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

3% more capital invested

Capital invested by funds: $1.48B → $1.52B (+$38.6M)

0.01% more ownership

Funds ownership: 0.25%0.26% (+0.01%)

0% less funds holding

Funds holding: 261260 (-1)

44% less call options, than puts

Call options by funds: $90.9M | Put options by funds: $163M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
61
Closed
34
Calls
$90.9M
Puts
$163M
Net Calls
-$72.1M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
226
Asset Dedication LLC
California
$6K +$3.08K +101 +101%
HFS
227
Hantz Financial Services
Michigan
$5K
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
TPCW
234
TD Private Client Wealth
New York
$3.49K +$489 +16 +15%
APA
235
American Portfolios Advisors
New York
$3.26K +$1.53K +50 +79%
IHWM
236
Iron Horse Wealth Management
Iowa
$3K
TIM
237
Tortoise Investment Management
New York
$3K
TCOV
238
Trust Company of Vermont
Vermont
$3K
VNA
239
Valley National Advisers
Pennsylvania
$3K
WTC
240
WhitTier Trust Company
Nevada
$3K
Federated Hermes
241
Federated Hermes
Pennsylvania
$3K +$2.75K +90 New
SWA
242
Sutton Wealth Advisors
Florida
$2.34K
CFA
243
Carroll Financial Associates
North Carolina
$2K
JPLA
244
Joseph P. Lucia & Associates
New York
$2K
AIC
245
Archer Investment Corporation
Indiana
$1.76K +$1.86K +61 New
CFB
246
Cullen/Frost Bankers
Texas
$1K
DAM
247
Delta Asset Management
Tennessee
$1K
EWM
248
Endurance Wealth Management
Rhode Island
$1K
FHC
249
First Horizon Corporation
Tennessee
$1K
FF
250
FourThought Financial
Florida
$1K

HSBC Hedge Fund Activity: Q2 2021 in Review

260 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2021, worth a combined $1.52B — up 2.6% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HSBC positions and 34 closed out — a net gain of 1 holder — while 91 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.2M. The largest seller was Renaissance Technologies, cutting an estimated $36.3M.

  • 260 institutional investors held HSBC (HSBC) as of Q2 2021, down from 261 in Q1 2021.
  • Funds reported $1.52B of HSBC stock for Q2 2021, up 2.6% quarter-over-quarter.
  • 35 funds opened new HSBC positions in Q2 2021 and 34 closed out, a net change of +1 holder.
  • The largest HSBC buyer in Q2 2021 was Morgan Stanley, an estimated $61.2M added.
  • The largest HSBC seller in Q2 2021 was Renaissance Technologies, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2021.