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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
Truist Financial
51
Truist Financial
North Carolina
$4.32M -$679K -19,553 -11%
M&T Bank
52
M&T Bank
New York
$4.03M +$282K +8,133 +6%
AAIM
53
American Assets Investment Management
California
$3.98M -$451K -13,000 -8%
ClearBridge Investments
54
ClearBridge Investments
New York
$3.95M +$199K +5,731 +4%
SG Americas Securities
55
SG Americas Securities
New York
$3.85M +$3.31M +95,252 +227%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$3.83M -$368K -10,588 -7%
CM
57
Capula Management
Cayman Islands
$3.74M +$4.64M +133,520 New
Citadel Advisors
58
Citadel Advisors
Florida
$3.68M -$11M -317,095 -71%
GCAC
59
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.46M -$242K -6,956 -3%
Wolverine Trading
60
Wolverine Trading
Illinois
$3.32M +$3.55M +102,359 +814%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$3.04M -$498K -14,329 -12%
MHP
62
Manatuck Hill Partners
Connecticut
$3.01M
SIS
63
Susquehanna International Securities
Ireland
$3M +$3.23M +93,107 +670%
Stifel Financial
64
Stifel Financial
Missouri
$2.8M -$2.16M -62,054 -38%
Brown Advisory
65
Brown Advisory
Maryland
$2.79M -$392K -11,297 -10%
Simplex Trading
66
Simplex Trading
Illinois
$2.79M +$1.63M +46,826 +89%
CSS
67
Cubist Systematic Strategies
Connecticut
$2.76M +$1.58M +45,477 +86%
TBC
68
Tweedy, Browne Co
Connecticut
$2.64M -$209K -6,018 -6%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$2.46M +$437K +12,580 +17%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$2.45M +$3.04M +87,482 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$2.42M +$296K +8,519 +11%
Group One Trading
72
Group One Trading
Illinois
$2.31M +$2.58M +74,225 +910%
JFL
73
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.29M -$554K -15,950 -16%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$2.19M +$1.56M +44,826 +135%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$2.15M -$639K -18,408 -19%

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.