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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: 12 (+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: 238269 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
251
West Family Investments
California
$1.3K +$1.19M +50,000 New
CFB
252
Cullen/Frost Bankers
Texas
$1K -$1.83K -77 -74%
FHC
253
First Horizon Corporation
Tennessee
$1K -$1.57K -66 -54%
CFD
254
Creative Financial Designs
Indiana
$1K
DAM
255
Delta Asset Management
Tennessee
$1K
GI
256
Gradient Investments
Minnesota
$1K
PP
257
PrairieView Partners
Minnesota
$1K
SWM
258
Sugarloaf Wealth Management
Georgia
$1K
FF
259
FourThought Financial
Florida
$1K +$499 +21 New
RA
260
Reby Advisors
Connecticut
$1K +$665 +28 New
AA
261
Addison Advisors
Vermont
$1K +$1.07K +45 New
JPLA
262
Joseph P. Lucia & Associates
New York
$1K +$1.31K +55 New
ICP
263
Interchange Capital Partners
Pennsylvania
$1K +$1.35K +57 New
FCH
264
Freestone Capital Holdings
Washington
$674
TI
265
tru Independence
Oregon
$2 +$1.9K +80 New
Voloridge Investment Management
266
Voloridge Investment Management
Florida
-$6.01M -307,014 Closed
QIM
267
Quantitative Investment Management
Virginia
-$3.52M -179,619 Closed
PI
268
PEAK6 Investments
Illinois
-$3.27M -137,579 Closed
Capital Fund Management (CFM)
269
Capital Fund Management (CFM)
France
-$2.19M -111,950 Closed
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
-$1.52M -77,696 Closed
Two Sigma Investments
271
Two Sigma Investments
New York
-$785K -33,054 Closed
IWC
272
Integrated Wealth Concepts
Massachusetts
-$579K -29,546 Closed
BCM
273
BTC Capital Management
Iowa
-$490K -25,144 Closed
PP
274
Paloma Partners
Connecticut
-$412K -21,038 Closed
HT
275
HAP Trading
New York
-$483K -20,322 Closed

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.