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295 hedge funds and large institutions have $1.7B invested in HSBC in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 57

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

18% more capital invested

Capital invested by funds: $1.44B → $1.7B (+$266M)

5% more funds holding

Funds holding: 282295 (+13)

0.01% more ownership

Funds ownership: 0.23%0.25% (+0.01%)

19% less call options, than puts

Call options by funds: $168M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
109
Reduced
57
Closed
37
Calls
$168M
Puts
$207M
Net Calls
-$38.5M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
251
PrairieView Partners
Minnesota
$5K
PWMG
252
Prestige Wealth Management Group
New Jersey
$5K
BCMLT
253
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$4.86K +141 New
AWM
254
Avior Wealth Management
Nebraska
$4K
FCG
255
Financial Connections Group
California
$4K
LWP
256
Laurel Wealth Planning
Minnesota
$4K
WTC
257
WhitTier Trust Company
Nevada
$4K
AAP
258
Arax Advisory Partners
Colorado
$4K +$3.07K +89 +356%
SLWA
259
San Luis Wealth Advisors
California
$4K +$4.69K +136 New
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$3.46K
ADL
261
Asset Dedication LLC
California
$3K -$3.48K -101 -50%
Federated Hermes
262
Federated Hermes
Pennsylvania
$3K -$34 -1 -1%
IHWM
263
Iron Horse Wealth Management
Iowa
$3K
TIM
264
Tortoise Investment Management
New York
$3K
VNA
265
Valley National Advisers
Pennsylvania
$3K
DHGWA
266
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$1.24K +36 +67%
NL
267
NVWM LLC
Pennsylvania
$3K +$2.55K +74 New
DWP
268
Destiny Wealth Partners
Florida
$3K +$3.45K +100 New
SWA
269
Sutton Wealth Advisors
Florida
$2.77K
AIC
270
Archer Investment Corporation
Indiana
$2.35K +$207 +6 +10%
BLC
271
Brown, Lisle/Cummings
Rhode Island
$2.29K
FHA
272
First Horizon Advisors
Tennessee
$2K -$5.9K -171 -78%
EWM
273
Endurance Wealth Management
Rhode Island
$2K
FAG
274
Fortitude Advisory Group
Washington
$2K
JPLA
275
Joseph P. Lucia & Associates
New York
$2K +$1.9K +55 New

HSBC Hedge Fund Activity: Q1 2022 in Review

295 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2022, worth a combined $1.7B — up 18% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HSBC positions and 37 closed out — a net gain of 17 holders — while 109 added to existing stakes and 57 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $49.8M. The largest seller was JP Morgan Chase, cutting an estimated $33.8M.

  • 295 institutional investors held HSBC (HSBC) as of Q1 2022, up from 282 in Q4 2021.
  • Funds reported $1.7B of HSBC stock for Q1 2022, up 18% quarter-over-quarter.
  • 54 funds opened new HSBC positions in Q1 2022 and 37 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q1 2022 was Goldman Sachs, an estimated $49.8M added.
  • The largest HSBC seller in Q1 2022 was JP Morgan Chase, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.