We are live on ! Find out more

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
Fisher Asset Management
26
Fisher Asset Management
Washington
$14.8M -$537M -15,448,961 -97%
Voloridge Investment Management
27
Voloridge Investment Management
Florida
$14.8M +$18.4M +528,807 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$13.2M -$6.69M -192,566 -29%
Nomura Holdings
29
Nomura Holdings
Japan
$10.5M +$13M +375,000 New
Barclays
30
Barclays
United Kingdom
$10.2M +$3.12M +89,954 +33%
Walleye Trading
31
Walleye Trading
New York
$9.83M +$12.2M +350,948 New
UBS Group
32
UBS Group
Switzerland
$9.42M -$1.7M -49,041 -13%
CGH
33
Crossmark Global Holdings
Texas
$8.4M +$440K +12,655 +4%
JCM
34
Janney Capital Management
Pennsylvania
$7.84M -$626K -18,015 -6%
NIMC
35
NWQ Investment Management Company
California
$7.8M +$624K +17,967 +7%
Fidelity International
36
Fidelity International
Bermuda
$7.77M -$1.31M -37,598 -12%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$7.74M +$840K +24,181 +10%
CIM
38
Cowen Investment Management
New York
$7.28M +$9.03M +259,900 New
Millennium Management
39
Millennium Management
New York
$7M +$8.68M +250,067 New
US Bancorp
40
US Bancorp
Minnesota
$6.7M -$628K -18,070 -7%
SC
41
Sculptor Capital
New York
$6.62M +$8.21M +236,376 New
State Street
42
State Street
Massachusetts
$6.11M +$7.36M +211,910 +3,572%
RJA
43
Raymond James & Associates
Florida
$5.98M -$3.96M -114,056 -35%
NCM
44
Noesis Capital Mangement
Florida
$5.5M -$86.8K -2,498 -1%
Comerica Bank
45
Comerica Bank
Texas
$5.36M -$1.36M -39,179 -15%
Jane Street
46
Jane Street
New York
$5.11M +$6.34M +182,471 New
OMC
47
Old Mission Capital
Illinois
$5M -$5.12M -147,435 -45%
BF
48
BOK Financial
Oklahoma
$4.47M +$1.23M +35,381 +28%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$4.43M -$4.1M -118,145 -40%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$4.4M -$4.73M -136,189 -46%

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.