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273 hedge funds and large institutions have $1.52B invested in HSBC in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 126 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% less ownership

Funds ownership: 0.34%0.32% (-0.02%)

20% less funds holding

Funds holding: 340273 (-67)

22% less capital invested

Capital invested by funds: $1.95B → $1.52B (-$424M)

35% less call options, than puts

Call options by funds: $173M | Put options by funds: $266M

58% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 126

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

73% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 90

Holders
273
Holders Change
-67
Holders Change %
-19.71%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
24
Increased
53
Reduced
126
Closed
90
Calls
$173M
Puts
$266M
Net Calls
-$93.2M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Aspen Investment Management
Michigan
-$485K -17,300 Closed
ACS
302
Archford Capital Strategies
Illinois
-$434K -15,510 Closed
HC
303
HNP Capital
New York
-$380K -15,384 Closed
PAMG
304
Patton Albertson Miller Group
Tennessee
-$411K -14,660 Closed
AA
305
Argent Advisors
Louisiana
-$400K -14,292 Closed
VAS
306
Vestmark Advisory Solutions
Massachusetts
-$395K -14,117 Closed
HCIA
307
Hochman Cole Investment Advisors
Illinois
-$393K -14,024 Closed
USAA
308
United Services Automobile Association
Texas
-$456K -13,594 Closed
Tudor Investment Corp
309
Tudor Investment Corp
Connecticut
-$367K -13,119 Closed
RSWM
310
Robertson Stephens Wealth Management
California
-$356K -12,724 Closed
CG
311
Caprock Group
Idaho
-$336K -12,010 Closed
Prudential Financial
312
Prudential Financial
New Jersey
-$334K -11,918 Closed
CB
313
Commerce Bank
Missouri
-$322K -11,497 Closed
CAM
314
Claret Asset Management
Quebec, Canada
-$317K -11,307 Closed
MML Investors Services
315
MML Investors Services
Massachusetts
-$311K -11,098 Closed
YWP
316
YorkBridge Wealth Partners
New York
-$306K -10,929 Closed
IIM
317
Ipswich Investment Management
Massachusetts
-$301K -10,758 Closed
CAM
318
Cresset Asset Management
Illinois
-$300K -10,719 Closed
DT
319
Diversified Trust
Tennessee
-$297K -10,604 Closed
BOPW
320
Brandywine Oak Private Wealth
Pennsylvania
-$277K -9,891 Closed
BSAM
321
Blue Square Asset Management
New York
-$259K -9,258 Closed
P
322
Pitcairn
Pennsylvania
-$252K -9,012 Closed
CA
323
Cetera Advisors
Colorado
-$251K -8,950 Closed
WS
324
Wedbush Securities
California
-$236K -8,411 Closed
BUB
325
BBVA USA Bancshares
Texas
-$231K -8,250 Closed

HSBC Hedge Fund Activity: Q2 2020 in Review

273 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2020, worth a combined $1.52B — down 22% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of HSBC and 24 opened new positions — a net loss of 66 holders — while 126 trimmed existing stakes and 53 added.

The largest buyer was LMR Partners, adding an estimated $69M. The largest seller was Cambiar Investors, exiting entirely with an estimated $85.1M sold.

  • 273 institutional investors held HSBC (HSBC) as of Q2 2020, down from 340 in Q1 2020.
  • Funds reported $1.52B of HSBC stock for Q2 2020, down 22% quarter-over-quarter.
  • 24 funds opened new HSBC positions in Q2 2020 and 90 closed out, a net change of -66 holders.
  • The largest HSBC buyer in Q2 2020 was LMR Partners, an estimated $69M added.
  • The largest HSBC seller in Q2 2020 was Cambiar Investors, an estimated $85.1M sold.

Based on aggregated 13F filings for Q2 2020.