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HSBC
HSBC

238 hedge funds and large institutions have $1.21B invested in HSBC in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 88 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% less ownership

Funds ownership: 0.32% → 0.3% (-0.02%)

13% less funds holding

Funds holding: 273 → 238 (-35)

20% less capital invested

Capital invested by funds: $1.52B → $1.21B (-$308M)

39% less call options, than puts

Call options by funds: $79M | Put options by funds: $129M

43% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 88

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

53% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 62

Holders
238
Holders Change
-35
Holders Change %
-12.82%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
50
Reduced
88
Closed
62
Calls
$79M
Puts
$129M
Net Calls
-$49.6M
Net Calls Change
+$43.6M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$22.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$15.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12.2M
4
Norges Bank
Norges Bank
Norway
+$9.99M
5
Goldman Sachs
Goldman Sachs
New York
+$6.31M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$30.7M
2
PPA
Parametric Portfolio Associates
Washington
-$17.8M
3
PI
PEAK6 Investments
Illinois
-$14.1M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$11.6M
5
OMC
Old Mission Capital
Illinois
-$9.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
276
Pinnacle Bancorp
Nebraska
– -$11K -486 Closed
WEC
277
Winslow Evans & Crocker
Massachusetts
– -$10K -437 Closed
SIAS
278
Shine Investment Advisory Services
Colorado
– -$10K -429 Closed
PFO
279
Pathstone Family Office
New Jersey
– -$7K -290 Closed
FMP
280
Financial Management Professionals
Texas
– -$6K -268 Closed
GAM
281
Gemmer Asset Management
California
– -$5.81K -265 -96%
EW
282
Evoke Wealth
California
– -$6K -249 Closed
SIM
283
Sonora Investment Management
Arizona
– -$5K -205 Closed
SF
284
Synovus Financial
Georgia
– -$5K -193 Closed
HL
285
Harding Loevner
New Jersey
– -$4K -157 Closed
WAMC
286
Western Asset Management Company
California
– -$4K -138 Closed
SCA
287
Stonebridge Capital Advisors
Minnesota
– -$2K -104 Closed
TI
288
tru Independence
Oregon
– -$2 -80 Closed
NG
289
NWK Group
California
– -$2K -78 Closed
KPW
290
Kore Private Wealth
New York
– -$1K -70 Closed
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$1K -64 Closed
CWC
292
Carolinas Wealth Consulting
North Carolina
– -$1K -62 Closed
JPLA
293
Joseph P. Lucia & Associates
New York
– -$1K -55 Closed
VFA
294
Valeo Financial Advisors
Indiana
– -$1K -35 Closed
8 9 10 11
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HSBC Hedge Fund Activity: Q3 2020 in Review

238 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2020, worth a combined $1.21B — down 20% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HSBC and 29 opened new positions — a net loss of 33 holders — while 88 trimmed existing stakes and 50 added.

The largest buyer was Citigroup, adding an estimated $22.6M. The largest seller was Renaissance Technologies, cutting an estimated $30.7M.

  • 238 institutional investors held HSBC (HSBC) as of Q3 2020, down from 273 in Q2 2020.
  • Funds reported $1.21B of HSBC stock for Q3 2020, down 20% quarter-over-quarter.
  • 29 funds opened new HSBC positions in Q3 2020 and 62 closed out, a net change of -33 holders.
  • The largest HSBC buyer in Q3 2020 was Citigroup, an estimated $22.6M added.
  • The largest HSBC seller in Q3 2020 was Renaissance Technologies, an estimated $30.7M sold.

Based on aggregated 13F filings for Q3 2020.