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HSBC
HSBC

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: 340 → 273 (-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: 5 → 2 (-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

Top Buyers

1
LP
LMR Partners
United Kingdom
+$69M
2
Citigroup
Citigroup
New York
+$64.1M
3
CS
Credit Suisse
Switzerland
+$50.7M
4
Renaissance Technologies
Renaissance Technologies
New York
+$46.8M
5
Norges Bank
Norges Bank
Norway
+$22.7M

Top Sellers

1
CI
Cambiar Investors
Colorado
-$85.1M
2
Bank of America
Bank of America
North Carolina
-$39.5M
3
SCM
Segantii Capital Management
Hong Kong
-$21.7M
4
MICM
Matthews International Capital Management
California
-$20M
5
Northern Trust
Northern Trust
Illinois
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
351
TrustCore Financial Services
Tennessee
– -$3K -100 Closed
EWM
352
EPG Wealth Management
Georgia
– -$2K -82 Closed
EIP
353
Ellis Investment Partners
Pennsylvania
– -$1K -78 Closed
AA
354
Advisory Alpha
Michigan
– -$1.23K -49 Closed
MWM
355
MBE Wealth Management
Wisconsin
– -$1K -45 Closed
NFG
356
Next Financial Group
Texas
– -$1K -38 Closed
WQ
357
Wealth Quarterback
New Jersey
– -$958 -34 Closed
AP
358
Arlington Partners
Alabama
– -$1K -31 Closed
CFFP
359
Center for Financial Planning
Michigan
– -$1K -30 Closed
11 12 13 14
15

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.