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260 hedge funds and large institutions have $1.29B invested in HSBC in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 260260 (0)

0.02% less ownership

Funds ownership: 0.26%0.24% (-0.02%)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

15% less capital invested

Capital invested by funds: $1.52B → $1.29B (-$236M)

48% less call options, than puts

Call options by funds: $126M | Put options by funds: $241M

Holders
260
Holders Change
Holders Change %
0%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
67
Reduced
76
Closed
33
Calls
$126M
Puts
$241M
Net Calls
-$115M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Prestige Wealth Management Group
New Jersey
$4K
TF
227
TimeScale Financial
Massachusetts
$4K
PP
228
PrairieView Partners
Minnesota
$4K +$2.72K +100 +217%
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.22K +155 New
GKWIM
230
Gerber Kawasaki Wealth & Investment Management
California
$4K +$4.9K +180 New
AWM
231
Accel Wealth Management
Iowa
$3K
COCM
232
Charter Oak Capital Management
New Hampshire
$3K
IHWM
233
Iron Horse Wealth Management
Iowa
$3K
VNA
234
Valley National Advisers
Pennsylvania
$3K
WTC
235
WhitTier Trust Company
Nevada
$3K
LWP
236
Laurel Wealth Planning
Minnesota
$3K +$3.4K +125 New
APA
237
American Portfolios Advisors
New York
$2.96K
TPCW
238
TD Private Client Wealth
New York
$2.75K -$436 -16 -13%
SWA
239
Sutton Wealth Advisors
Florida
$2.12K
CFA
240
Carroll Financial Associates
North Carolina
$2K
EWM
241
Endurance Wealth Management
Rhode Island
$2K
Federated Hermes
242
Federated Hermes
Pennsylvania
$2K
TIM
243
Tortoise Investment Management
New York
$2K
BIA
244
Bell Investment Advisors
California
$2K +$1.63K +60 New
AWM
245
Avior Wealth Management
Nebraska
$2K +$3K +110 New
AIC
246
Archer Investment Corporation
Indiana
$1.62K +$27 +1 +2%
CFB
247
Cullen/Frost Bankers
Texas
$1K
DAM
248
Delta Asset Management
Tennessee
$1K
FF
249
FourThought Financial
Florida
$1K
JPLA
250
Joseph P. Lucia & Associates
New York
$1K

HSBC Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2021, worth a combined $1.29B — down 15% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HSBC positions and 33 closed out — a net gain of 3 holders — while 67 added to existing stakes and 76 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.4M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.

  • 260 institutional investors held HSBC (HSBC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.29B of HSBC stock for Q3 2021, down 15% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q3 2021 and 33 closed out, a net change of +3 holders.
  • The largest HSBC buyer in Q3 2021 was Citadel Advisors, an estimated $35.4M added.
  • The largest HSBC seller in Q3 2021 was Morgan Stanley, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2021.