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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
PA
426
PSI Advisors
Florida
-$31K -800 Closed
FPS
427
Fieldpoint Private Securities
Connecticut
-$24K -605 Closed
POIA
428
Pin Oak Investment Advisors
Texas
-$18K -467 Closed
BCI
429
Brinker Capital Investments
Pennsylvania
-$16K -422 Closed
RIA
430
Realta Investment Advisors
Delaware
-$16K -410 Closed
GDP
431
Great Diamond Partners
Maine
-$14K -368 Closed
WCM
432
Wealthcare Capital Management
Virginia
-$11K -290 Closed
EWA
433
Evolution Wealth Advisors
Florida
-$11K -284 Closed
JWA
434
JFS Wealth Advisors
Pennsylvania
-$10K -262 Closed
JSC
435
Jackson Square Capital
California
-$10K -250 Closed
APC
436
Aspire Private Capital
North Carolina
-$8K -202 Closed
ACA
437
Atlas Capital Advisors
Wyoming
-$7.74K -198 Closed
HWA
438
Heritage Wealth Advisors
Virginia
-$4.77K -122 Closed
CI
439
Cordant Inc
Oregon
-$5K -120 Closed
RMAM
440
Raab & Moskowitz Asset Management
New Jersey
-$4K -115 Closed
KFS
441
Kelly Financial Services
Massachusetts
-$3.79K -97 Closed
TWA
442
TCI Wealth Advisors
Arizona
-$4K -91 Closed
Chevy Chase Trust
443
Chevy Chase Trust
Maryland
-$3K -75 Closed
NL
444
NVWM LLC
Pennsylvania
-$3K -75 Closed
SL
445
Savior LLC
Massachusetts
-$2K -42 Closed
TSW
446
Thompson Siegel & Walmsley
Virginia
-$2K -42 Closed
CTC
447
Central Trust Company
Missouri
-$1K -32 Closed
BC
448
Barnett & Company
Tennessee
-$1K -20 Closed
AWM
449
Atticus Wealth Management
Florida
-$1K -13 Closed
MC
450
Maplelane Capital
New York
+$35 +1 New

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.