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261 hedge funds and large institutions have $1.48B invested in HSBC in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $1.47B → $1.48B (+$15M)

0.03% less ownership

Funds ownership: 0.28%0.25% (-0.03%)

3% less funds holding

Funds holding: 269261 (-8)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

47% less call options, than puts

Call options by funds: $88.6M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
79
Reduced
69
Closed
44
Calls
$88.6M
Puts
$167M
Net Calls
-$78.3M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
51
West Family Investments
California
$1.47M +$7.72K +270 +0.5%
US Bancorp
52
US Bancorp
Minnesota
$1.41M -$1.09K -38 -0.1%
DTL
53
Dynamic Technology Lab
Singapore
$1.41M +$838K +29,317 +155%
CNFG
54
Creegan & Nassoura Financial Group
New Hampshire
$1.39M -$30.7K -1,075 -2%
SG Americas Securities
55
SG Americas Securities
New York
$1.31M -$5.33M -186,496 -81%
Creative Planning
56
Creative Planning
Kansas
$1.3M +$206K +7,193 +19%
EARNEST Partners
57
EARNEST Partners
Georgia
$1.27M +$923K +32,291 +289%
LFAS
58
Level Four Advisory Services
Texas
$1.21M +$887K +31,038 +300%
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$1.18M +$25.7K +898 +2%
JFL
60
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.17M -$180K -6,300 -14%
Wolverine Trading
61
Wolverine Trading
Illinois
$1.16M +$144K +5,039 +15%
MCM
62
Mork Capital Management
California
$1.13M
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$1M -$47.4K -1,658 -5%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1M +$20.8K +727 +2%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$999K +$188K +6,573 +24%
OC
66
Oppenheimer & Co
New York
$949K -$23.5K -822 -2%
PA
67
Profund Advisors
Maryland
$941K +$32.6K +1,139 +4%
Pacer Advisors
68
Pacer Advisors
Pennsylvania
$925K -$70.8K -2,477 -7%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$911K -$468K -16,370 -34%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$887K +$870K +30,428 New
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$884K +$312K +10,911 +56%
GC
72
Guggenheim Capital
Illinois
$883K -$414K -14,471 -32%
RFC
73
Regions Financial Corp
Alabama
$883K +$3.17K +111 +0.4%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$881K +$865K +30,246 New
Group One Trading
75
Group One Trading
Illinois
$830K -$226K -7,893 -22%

HSBC Hedge Fund Activity: Q1 2021 in Review

261 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2021, worth a combined $1.48B — up 1% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of HSBC and 39 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $34.9M. The largest seller was LMR Partners, cutting an estimated $77.2M.

  • 261 institutional investors held HSBC (HSBC) as of Q1 2021, down from 269 in Q4 2020.
  • Funds reported $1.48B of HSBC stock for Q1 2021, up 1% quarter-over-quarter.
  • 39 funds opened new HSBC positions in Q1 2021 and 44 closed out, a net change of -5 holders.
  • The largest HSBC buyer in Q1 2021 was BlackRock, an estimated $34.9M added.
  • The largest HSBC seller in Q1 2021 was LMR Partners, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2021.