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261 hedge funds and large institutions have $1.48B invested in HSBC in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $1.47B → $1.48B (+$15M)

0.03% less ownership

Funds ownership: 0.28%0.25% (-0.03%)

3% less funds holding

Funds holding: 269261 (-8)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

47% less call options, than puts

Call options by funds: $88.6M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
79
Reduced
69
Closed
44
Calls
$88.6M
Puts
$167M
Net Calls
-$78.3M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Cetera Advisors
Colorado
-$206K -7,948 Closed
OIA
277
OneDigital Investment Advisors
Kansas
-$205K -7,897 Closed
PWPS
278
Pinnacle Wealth Planning Services
Ohio
-$156K -6,017 Closed
ASN
279
Advisory Services Network
Georgia
-$88K -3,394 Closed
Axa
280
Axa
France
-$86K -3,321 Closed
RWA
281
Ropes Wealth Advisors
Massachusetts
-$35K -1,364 Closed
CG
282
Cutler Group
California
-$31.5K -1,103 Closed
PWM
283
Perigon Wealth Management
California
-$22K -832 Closed
HGWM
284
Harvest Group Wealth Management
Massachusetts
-$17K -657 Closed
LWCFA
285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$11K -436 Closed
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
-$12.5K -436 -100%
TPWA
287
TRUE Private Wealth Advisors
Oregon
-$8K -324 Closed
Bank Julius Baer & Co
288
Bank Julius Baer & Co
Switzerland
-$7K -270 Closed
ABC
289
Associated Banc-Corp
Wisconsin
-$5K -209 Closed
CAAS
290
Capital Asset Advisory Services
Michigan
-$3K -132 Closed
RCA
291
Ranch Capital Advisors
Florida
-$3K -121 Closed
VCG
292
Vantage Consulting Group
Virginia
-$3K -115 Closed
RPWA
293
Regent Peak Wealth Advisors
Georgia
-$2K -96 Closed
CCA
294
Childress Capital Advisors
Texas
-$2K -86 Closed
BBHC
295
Brown Brothers Harriman & Co
New York
-$2K -83 Closed
TI
296
tru Independence
Oregon
-$2 -80 Closed
ICP
297
Interchange Capital Partners
Pennsylvania
-$1K -57 Closed
SWM
298
Sugarloaf Wealth Management
Georgia
-$1K -33 Closed
FCH
299
Freestone Capital Holdings
Washington
-$674 -26 Closed
CFD
300
Creative Financial Designs
Indiana
-$1K -22 Closed

HSBC Hedge Fund Activity: Q1 2021 in Review

261 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2021, worth a combined $1.48B — up 1% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of HSBC and 39 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $34.9M. The largest seller was LMR Partners, cutting an estimated $77.2M.

  • 261 institutional investors held HSBC (HSBC) as of Q1 2021, down from 269 in Q4 2020.
  • Funds reported $1.48B of HSBC stock for Q1 2021, up 1% quarter-over-quarter.
  • 39 funds opened new HSBC positions in Q1 2021 and 44 closed out, a net change of -5 holders.
  • The largest HSBC buyer in Q1 2021 was BlackRock, an estimated $34.9M added.
  • The largest HSBC seller in Q1 2021 was LMR Partners, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2021.