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282 hedge funds and large institutions have $1.44B invested in HSBC in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

12% more capital invested

Capital invested by funds: $1.29B → $1.44B (+$152M)

8% more funds holding

Funds holding: 260282 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 0.24%0.23% (-0.01%)

38% less call options, than puts

Call options by funds: $167M | Put options by funds: $270M

Holders
282
Holders Change
+22
Holders Change %
+8.46%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
93
Reduced
62
Closed
32
Calls
$167M
Puts
$270M
Net Calls
-$102M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
CoreCap Advisors
Michigan
$7K +$6.6K +226 New
JWA
227
JFS Wealth Advisors
Pennsylvania
$7K +$6.8K +233 New
ADL
228
Asset Dedication LLC
California
$6K
CFN
229
Cordasco Financial Network
Florida
$6K
PA
230
PSI Advisors
Florida
$6K
FHA
231
First Horizon Advisors
Tennessee
$6K +$29 +1 +0.5%
AWA
232
Amplius Wealth Advisors
Pennsylvania
$6K +$6.72K +230 New
ARMC
233
American Research & Management Company
Massachusetts
$5K
HFS
234
Hantz Financial Services
Michigan
$5K
TF
235
TimeScale Financial
Massachusetts
$5K +$263 +9 +6%
NFG
236
Next Financial Group
Texas
$5K +$4.58K +157 New
AWM
237
Accel Wealth Management
Iowa
$4K
AF
238
Allworth Financial
California
$4K
LWP
239
Laurel Wealth Planning
Minnesota
$4K
PP
240
PrairieView Partners
Minnesota
$4K
PWMG
241
Prestige Wealth Management Group
New Jersey
$4K
AWM
242
Avior Wealth Management
Nebraska
$4K +$672 +23 +21%
FCG
243
Financial Connections Group
California
$4K +$4.18K +143 New
APA
244
American Portfolios Advisors
New York
$3.41K
TPCW
245
TD Private Client Wealth
New York
$3.17K
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$3.04K -$3.07K -105 -51%
Federated Hermes
247
Federated Hermes
Pennsylvania
$3K
IHWM
248
Iron Horse Wealth Management
Iowa
$3K
TIM
249
Tortoise Investment Management
New York
$3K
VNA
250
Valley National Advisers
Pennsylvania
$3K

HSBC Hedge Fund Activity: Q4 2021 in Review

282 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2021, worth a combined $1.44B — up 12% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HSBC positions and 32 closed out — a net gain of 25 holders — while 93 added to existing stakes and 62 trimmed.

The largest buyer was Jane Street, adding an estimated $27.2M. The largest seller was Citadel Advisors, cutting an estimated $65.2M.

  • 282 institutional investors held HSBC (HSBC) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $1.44B of HSBC stock for Q4 2021, up 12% quarter-over-quarter.
  • 57 funds opened new HSBC positions in Q4 2021 and 32 closed out, a net change of +25 holders.
  • The largest HSBC buyer in Q4 2021 was Jane Street, an estimated $27.2M added.
  • The largest HSBC seller in Q4 2021 was Citadel Advisors, an estimated $65.2M sold.

Based on aggregated 13F filings for Q4 2021.