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295 hedge funds and large institutions have $1.7B invested in HSBC in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 57

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

18% more capital invested

Capital invested by funds: $1.44B → $1.7B (+$266M)

5% more funds holding

Funds holding: 282295 (+13)

0.01% more ownership

Funds ownership: 0.23%0.25% (+0.01%)

19% less call options, than puts

Call options by funds: $168M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
109
Reduced
57
Closed
37
Calls
$168M
Puts
$207M
Net Calls
-$38.5M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$8.31M -$2.33M -67,628 -22%
Millennium Management
27
Millennium Management
New York
$7.79M +$7.85M +227,681 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$7.73M -$10.1M -291,592 -57%
RG
29
Renaissance Group
Kentucky
$7M +$7.05M +204,411 New
American Century Companies
30
American Century Companies
Missouri
$6.99M +$916K +26,566 +15%
Marshall Wace
31
Marshall Wace
United Kingdom
$6.65M +$6.7M +194,407 New
Wells Fargo
32
Wells Fargo
California
$6.28M +$553K +16,050 +10%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$6.25M +$3.69M +106,979 +141%
OMC
34
Old Mission Capital
Illinois
$6.11M +$6.15M +178,466 New
AAIM
35
American Assets Investment Management
California
$5.71M
RJA
36
Raymond James & Associates
Florida
$5.32M -$35.6K -1,032 -0.7%
SC
37
Samlyn Capital
New York
$5.26M +$5.3M +153,643 New
UBS Group
38
UBS Group
Switzerland
$5.1M +$1.14M +32,987 +28%
AWA
39
Aaron Wealth Advisors
Illinois
$4.9M +$5.78M +167,609 New
PAG
40
Private Advisor Group
New Jersey
$4.62M +$495K +14,365 +12%
DWA
41
Dorsey Wright & Associates
California
$4.25M +$4.28M +124,095 New
Natixis Advisors
42
Natixis Advisors
Massachusetts
$4.05M +$1.01M +29,404 +33%
MHP
43
Manatuck Hill Partners
Connecticut
$3.68M
M&T Bank
44
M&T Bank
New York
$3.44M +$707K +20,505 +26%
SC
45
Scotia Capital
Ontario, Canada
$3.43M +$54K +1,567 +2%
PI
46
PEAK6 Investments
Illinois
$3.35M +$1.91M +55,502 +131%
CF
47
Cantor Fitzgerald
New York
$3.23M +$3.26M +94,508 New
EI
48
Ethic Inc
New York
$3.09M +$959K +27,813 +44%
Creative Planning
49
Creative Planning
Kansas
$2.88M +$1.25M +36,235 +76%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$2.73M +$354K +10,252 +15%

HSBC Hedge Fund Activity: Q1 2022 in Review

295 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2022, worth a combined $1.7B — up 18% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HSBC positions and 37 closed out — a net gain of 17 holders — while 109 added to existing stakes and 57 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $49.8M. The largest seller was JP Morgan Chase, cutting an estimated $33.8M.

  • 295 institutional investors held HSBC (HSBC) as of Q1 2022, up from 282 in Q4 2021.
  • Funds reported $1.7B of HSBC stock for Q1 2022, up 18% quarter-over-quarter.
  • 54 funds opened new HSBC positions in Q1 2022 and 37 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q1 2022 was Goldman Sachs, an estimated $49.8M added.
  • The largest HSBC seller in Q1 2022 was JP Morgan Chase, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.