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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
GT
401
Greenleaf Trust
Michigan
-$239K -6,117 Closed
CFW
402
CA Family Wealth
California
-$239K -6,106 Closed
OWA
403
One Wealth Advisors
California
-$238K -6,081 Closed
HS
404
Haafor (Singapore)
Singapore
-$238K -6,080 Closed
BIM
405
Bridgecreek Investment Management
Oklahoma
-$236K -6,025 Closed
BP
406
BBR Partners
New York
-$235K -6,014 Closed
WA
407
WealthTrust Axiom
Pennsylvania
-$229K -5,882 Closed
XF
408
XML Financial
Maryland
-$217K -5,708 Closed
Baird Financial Group
409
Baird Financial Group
Wisconsin
-$217K -5,550 Closed
TCM
410
Traynor Capital Management
Pennsylvania
-$213K -5,469 Closed
BIAS
411
Beacon Investment Advisory Services
New Jersey
-$213K -5,453 Closed
CWM
412
Cornerstone Wealth Management
Missouri
-$209K -5,344 Closed
SIC
413
Samalin Investment Counsel
New York
-$207K -5,309 Closed
KFC
414
Klingenstein Fields & Co
New York
-$207K -5,301 Closed
SCM
415
SOL Capital Management
Maryland
-$207K -5,294 Closed
Schroder Investment Management Group
416
Schroder Investment Management Group
United Kingdom
-$205K -5,247 Closed
CNBT
417
Canandaigua National Bank & Trust
New York
-$205K -5,240 Closed
PFBT
418
Parkside Financial Bank & Trust
Missouri
-$191K -4,875 Closed
New York State Common Retirement Fund
419
New York State Common Retirement Fund
New York
-$114K -2,929 Closed
FIB
420
First Interstate Bank
Montana
-$58K -1,495 Closed
HB
421
Horizon Bancorp
Indiana
-$47K -1,200 Closed
FHA
422
Flagship Harbor Advisors
Massachusetts
-$34.3K -987 -99%
TCWM
423
Total Clarity Wealth Management
Illinois
-$38K -984 Closed
AWA
424
Artemis Wealth Advisors
New York
-$37.6K -961 Closed
FHA
425
First Horizon Advisors
Tennessee
-$32K -835 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.