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340 hedge funds and large institutions have $1.95B invested in HSBC in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

0.1% less ownership

Funds ownership: 0.44%0.34% (-0.1%)

16% less funds holding

Funds holding: 406340 (-66)

23% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 129

44% less capital invested

Capital invested by funds: $3.45B → $1.95B (-$1.5B)

52% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 112

54% less call options, than puts

Call options by funds: $171M | Put options by funds: $373M

Holders
340
Holders Change
-66
Holders Change %
-16.26%
% of All Funds
7.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
54
Increased
99
Reduced
129
Closed
112
Calls
$171M
Puts
$373M
Net Calls
-$202M
Net Calls Change
-$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
351
Squarepoint
New York
-$2.75M -70,471 Closed
CM
352
Caption Management
Oklahoma
-$2.74M -70,100 Closed
SA
353
Strategic Advisors
New York
-$2.15M -55,020 Closed
KeyBank National Association
354
KeyBank National Association
Ohio
-$2.08M -53,185 Closed
Marshall Wace
355
Marshall Wace
United Kingdom
-$1.5M -38,475 Closed
IHL
356
Investment House LLC
California
-$1.47M -37,626 Closed
CFA
357
Camarda Financial Advisors
Florida
-$1.4M -35,687 Closed
Pacer Advisors
358
Pacer Advisors
Pennsylvania
-$1.24M -31,717 Closed
Two Sigma Investments
359
Two Sigma Investments
New York
-$1.24M -31,635 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
360
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.01M -25,800 Closed
SI
361
Stephens Inc
Arkansas
-$882K -22,565 Closed
UCFA
362
United Capital Financial Advisors
Texas
-$840K -21,493 Closed
Balyasny Asset Management
363
Balyasny Asset Management
Illinois
-$785K -20,085 Closed
RHBC
364
R.H. Bluestein & Co
Michigan
-$782K -20,000 Closed
CS
365
Comerica Securities
Michigan
-$705K -18,041 Closed
CCIA
366
Campbell & Co Investment Adviser
Maryland
-$700K -17,907 Closed
Two Sigma Advisers
367
Two Sigma Advisers
New York
-$700K -17,900 Closed
MOS
368
MGO One Seven
Ohio
-$677K -17,326 Closed
PCC
369
Park Circle Company
Maryland
-$631K -16,130 Closed
EMG
370
Ellington Management Group
Connecticut
-$590K -15,100 Closed
ARTA
371
A.R.T. Advisors
New York
-$574K -14,696 Closed
WAOTB
372
Wealth Advisors of Tampa Bay
Florida
-$527K -13,485 Closed
AI
373
Atria Investments
North Carolina
-$478K -12,220 Closed
PCM
374
Prelude Capital Management
New York
-$472K -12,077 Closed
VFA
375
Voya Financial Advisors
Connecticut
-$454K -11,649 Closed

HSBC Hedge Fund Activity: Q1 2020 in Review

340 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2020, worth a combined $1.95B — down 44% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of HSBC and 54 opened new positions — a net loss of 58 holders — while 129 trimmed existing stakes and 99 added.

The largest buyer was JP Morgan Chase, adding an estimated $108M. The largest seller was Fisher Asset Management, cutting an estimated $537M.

  • 340 institutional investors held HSBC (HSBC) as of Q1 2020, down from 406 in Q4 2019.
  • Funds reported $1.95B of HSBC stock for Q1 2020, down 44% quarter-over-quarter.
  • 54 funds opened new HSBC positions in Q1 2020 and 112 closed out, a net change of -58 holders.
  • The largest HSBC buyer in Q1 2020 was JP Morgan Chase, an estimated $108M added.
  • The largest HSBC seller in Q1 2020 was Fisher Asset Management, an estimated $537M sold.

Based on aggregated 13F filings for Q1 2020.