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260 hedge funds and large institutions have $1.29B invested in HSBC in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 260260 (0)

0.02% less ownership

Funds ownership: 0.26%0.24% (-0.02%)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

15% less capital invested

Capital invested by funds: $1.52B → $1.29B (-$236M)

48% less call options, than puts

Call options by funds: $126M | Put options by funds: $241M

Holders
260
Holders Change
Holders Change %
0%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
67
Reduced
76
Closed
33
Calls
$126M
Puts
$241M
Net Calls
-$115M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
51
Advisor Partners
California
$1.44M -$83.2K -3,055 -5%
WFI
52
West Family Investments
California
$1.43M -$323K -11,867 -18%
Simplex Trading
53
Simplex Trading
Illinois
$1.41M +$191 +7 +0%
PI
54
PEAK6 Investments
Illinois
$1.4M +$944K +34,670 +184%
US Bancorp
55
US Bancorp
Minnesota
$1.33M +$53K +1,947 +4%
CNFG
56
Creegan & Nassoura Financial Group
New Hampshire
$1.31M +$106K +3,900 +8%
QTM
57
qPULA Trading Management
New York
$1.3M +$969K +35,573 +252%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$1.24M -$2.89M -106,083 -69%
LFAS
59
Level Four Advisory Services
Texas
$1.19M -$35.1K -1,289 -3%
EI
60
Ethic Inc
New York
$1.12M -$83.5K -3,068 -7%
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$1.1M -$49.3K -1,810 -4%
SEC
62
Seven Eight Capital
New York
$1.07M +$1.11M +40,811 New
EARNEST Partners
63
EARNEST Partners
Georgia
$1.03M -$67.3K -2,472 -6%
MCM
64
Mork Capital Management
California
$1.01M
FTDI
65
First Trust Direct Indexing
Massachusetts
$1M +$361K +13,252 +53%
Stifel Financial
66
Stifel Financial
Missouri
$980K +$208K +7,641 +26%
Marshall Wace
67
Marshall Wace
United Kingdom
$962K -$2.48M -91,169 -71%
TBC
68
Tweedy, Browne Co
Connecticut
$962K -$227K -8,351 -19%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$957K -$651K -23,906 -40%
OC
70
Oppenheimer & Co
New York
$936K +$125K +4,599 +15%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$919K +$228K +8,385 +31%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$913K -$50.2K -1,842 -5%
PA
73
Profund Advisors
Maryland
$905K +$39.2K +1,441 +4%
JFL
74
Jarislowsky, Fraser Ltd
Quebec, Canada
$874K -$144K -5,290 -14%
Pacer Advisors
75
Pacer Advisors
Pennsylvania
$849K +$653 +24 +0.1%

HSBC Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2021, worth a combined $1.29B — down 15% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HSBC positions and 33 closed out — a net gain of 3 holders — while 67 added to existing stakes and 76 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.4M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.

  • 260 institutional investors held HSBC (HSBC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.29B of HSBC stock for Q3 2021, down 15% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q3 2021 and 33 closed out, a net change of +3 holders.
  • The largest HSBC buyer in Q3 2021 was Citadel Advisors, an estimated $35.4M added.
  • The largest HSBC seller in Q3 2021 was Morgan Stanley, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2021.