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269 hedge funds and large institutions have $1.47B invested in HSBC in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

94% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 36

21% more capital invested

Capital invested by funds: $1.21B → $1.47B (+$255M)

13% more funds holding

Funds holding: 238269 (+31)

0.03% less ownership

Funds ownership: 0.3%0.28% (-0.03%)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

45% less call options, than puts

Call options by funds: $73.6M | Put options by funds: $133M

Holders
269
Holders Change
+31
Holders Change %
+13.03%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
70
Increased
59
Reduced
74
Closed
36
Calls
$73.6M
Puts
$133M
Net Calls
-$59.5M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
TBC
51
Tweedy, Browne Co
Connecticut
$1.44M -$695K -29,230 -34%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$1.42M -$495K -20,820 -29%
CNFG
53
Creegan & Nassoura Financial Group
New Hampshire
$1.26M -$194K -8,155 -14%
US Bancorp
54
US Bancorp
Minnesota
$1.26M -$71.4K -3,006 -6%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$1.23M +$1.13M +47,624 New
JFL
56
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.21M -$251K -10,550 -18%
QP
57
Quilter Plc
United Kingdom
$1.18M +$789K +33,206 New
GC
58
Guggenheim Capital
Illinois
$1.16M -$127K -5,348 -11%
Simplex Trading
59
Simplex Trading
Illinois
$1.16M +$1.06M +44,721 New
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$1.03M +$162K +6,803 +21%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$1.02M +$477K +20,060 +105%
MCM
62
Mork Capital Management
California
$1M +$321K +13,500 +54%
Creative Planning
63
Creative Planning
Kansas
$969K +$44.6K +1,878 +5%
Group One Trading
64
Group One Trading
Illinois
$942K -$3.29M -138,537 -79%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$938K +$435K +18,314 +102%
QT
66
Quantbot Technologies
New York
$932K +$856K +36,008 New
Wolverine Trading
67
Wolverine Trading
Illinois
$890K +$815K +34,298 New
Pacer Advisors
68
Pacer Advisors
Pennsylvania
$887K -$182K -7,656 -18%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$875K -$144K -6,062 -15%
M&T Bank
70
M&T Bank
New York
$869K -$1.2M -50,616 -60%
OC
71
Oppenheimer & Co
New York
$865K -$115K -4,852 -13%
DS
72
DRW Securities
Illinois
$843K +$773K +32,546 New
CSS
73
Cubist Systematic Strategies
Connecticut
$819K -$106K -4,481 -12%
PA
74
Profund Advisors
Maryland
$807K +$162K +6,828 +28%
Stifel Financial
75
Stifel Financial
Missouri
$800K -$219K -9,201 -23%

HSBC Hedge Fund Activity: Q4 2020 in Review

269 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2020, worth a combined $1.47B — up 21% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HSBC positions and 36 closed out — a net gain of 34 holders — while 59 added to existing stakes and 74 trimmed.

The largest buyer was Norges Bank, adding an estimated $19.1M. The largest seller was JP Morgan Chase, cutting an estimated $63.1M.

  • 269 institutional investors held HSBC (HSBC) as of Q4 2020, up from 238 in Q3 2020.
  • Funds reported $1.47B of HSBC stock for Q4 2020, up 21% quarter-over-quarter.
  • 70 funds opened new HSBC positions in Q4 2020 and 36 closed out, a net change of +34 holders.
  • The largest HSBC buyer in Q4 2020 was Norges Bank, an estimated $19.1M added.
  • The largest HSBC seller in Q4 2020 was JP Morgan Chase, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2020.