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260 hedge funds and large institutions have $1.52B invested in HSBC in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 61

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

3% more capital invested

Capital invested by funds: $1.48B → $1.52B (+$38.6M)

0.01% more ownership

Funds ownership: 0.25%0.26% (+0.01%)

0% less funds holding

Funds holding: 261260 (-1)

44% less call options, than puts

Call options by funds: $90.9M | Put options by funds: $163M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
61
Closed
34
Calls
$90.9M
Puts
$163M
Net Calls
-$72.1M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$1.75M +$43.3K +1,419 +2%
AP
52
Advisor Partners
California
$1.68M -$62.9K -2,061 -3%
Creative Planning
53
Creative Planning
Kansas
$1.61M +$347K +11,358 +25%
US Bancorp
54
US Bancorp
Minnesota
$1.41M +$12.3K +404 +0.8%
Simplex Trading
55
Simplex Trading
Illinois
$1.4M +$712K +23,301 +93%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.37M +$401K +13,138 +38%
LFAS
57
Level Four Advisory Services
Texas
$1.35M +$162K +5,320 +13%
CNFG
58
Creegan & Nassoura Financial Group
New Hampshire
$1.34M -$37.4K -1,225 -3%
EI
59
Ethic Inc
New York
$1.32M +$700K +22,908 +100%
TBC
60
Tweedy, Browne Co
Connecticut
$1.3M -$271K -8,873 -16%
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$1.27M +$104K +3,407 +8%
EARNEST Partners
62
EARNEST Partners
Georgia
$1.21M -$46.5K -1,523 -4%
Two Sigma Investments
63
Two Sigma Investments
New York
$1.13M +$834K +27,300 +232%
JFL
64
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.12M -$48.9K -1,600 -4%
MCM
65
Mork Capital Management
California
$1.11M
Wolverine Trading
66
Wolverine Trading
Illinois
$1.1M -$38.3K -1,254 -3%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$1.06M +$67.9K +2,225 +6%
PA
68
Profund Advisors
Maryland
$957K +$27.1K +886 +3%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$941K -$57.7K -1,891 -5%
Pacer Advisors
70
Pacer Advisors
Pennsylvania
$936K +$21.4K +700 +2%
OC
71
Oppenheimer & Co
New York
$900K -$41.5K -1,359 -4%
SEI Investments
72
SEI Investments
Pennsylvania
$891K +$227K +7,437 +32%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$889K -$13.8K -452 -1%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$874K -$1.41K -46 -0.2%
RFC
75
Regions Financial Corp
Alabama
$871K -$3.39K -111 -0.4%

HSBC Hedge Fund Activity: Q2 2021 in Review

260 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2021, worth a combined $1.52B — up 2.6% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HSBC positions and 34 closed out — a net gain of 1 holder — while 91 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.2M. The largest seller was Renaissance Technologies, cutting an estimated $36.3M.

  • 260 institutional investors held HSBC (HSBC) as of Q2 2021, down from 261 in Q1 2021.
  • Funds reported $1.52B of HSBC stock for Q2 2021, up 2.6% quarter-over-quarter.
  • 35 funds opened new HSBC positions in Q2 2021 and 34 closed out, a net change of +1 holder.
  • The largest HSBC buyer in Q2 2021 was Morgan Stanley, an estimated $61.2M added.
  • The largest HSBC seller in Q2 2021 was Renaissance Technologies, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2021.