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282 hedge funds and large institutions have $1.44B invested in HSBC in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

12% more capital invested

Capital invested by funds: $1.29B → $1.44B (+$152M)

8% more funds holding

Funds holding: 260282 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 0.24%0.23% (-0.01%)

38% less call options, than puts

Call options by funds: $167M | Put options by funds: $270M

Holders
282
Holders Change
+22
Holders Change %
+8.46%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
93
Reduced
62
Closed
32
Calls
$167M
Puts
$270M
Net Calls
-$102M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
51
Ethic Inc
New York
$1.89M +$578K +19,800 +46%
RC
52
RBF Capital
California
$1.81M -$1.75M -60,005 -50%
AP
53
Advisor Partners
California
$1.76M +$93.2K +3,193 +6%
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.71M +$1.66M +56,834 New
Simplex Trading
55
Simplex Trading
Illinois
$1.7M +$230K +7,891 +16%
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$1.69M +$757K +25,908 +86%
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$1.68M +$1.62M +55,596 New
US Bancorp
58
US Bancorp
Minnesota
$1.65M +$119K +4,060 +8%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.5M +$427K +14,636 +42%
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$1.47M +$189K +6,473 +15%
Creative Planning
61
Creative Planning
Kansas
$1.44M -$1.14M -38,991 -45%
LFAS
62
Level Four Advisory Services
Texas
$1.33M -$41.5K -1,422 -3%
PI
63
PEAK6 Investments
Illinois
$1.28M -$326K -11,159 -21%
Janus Henderson Group
64
Janus Henderson Group
United Kingdom
$1.23M +$257K +8,799 +28%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$1.21M -$1.16M -39,596 -50%
FTDI
66
First Trust Direct Indexing
Massachusetts
$1.21M +$52.7K +1,804 +5%
LPL Financial
67
LPL Financial
California
$1.21M +$390K +13,343 +50%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$1.21M +$149K +5,111 +15%
Stifel Financial
69
Stifel Financial
Missouri
$1.2M +$62.1K +2,126 +6%
EARNEST Partners
70
EARNEST Partners
Georgia
$1.19M
CL
71
CSS LLC
Illinois
$1.15M +$1.11M +38,000 New
CNFG
72
Creegan & Nassoura Financial Group
New Hampshire
$1.13M -$377K -12,900 -26%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1.09M +$111K +3,812 +12%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$1.09M +$520K +17,799 +97%
OC
75
Oppenheimer & Co
New York
$1.05M -$32.4K -1,111 -3%

HSBC Hedge Fund Activity: Q4 2021 in Review

282 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2021, worth a combined $1.44B — up 12% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HSBC positions and 32 closed out — a net gain of 25 holders — while 93 added to existing stakes and 62 trimmed.

The largest buyer was Jane Street, adding an estimated $27.2M. The largest seller was Citadel Advisors, cutting an estimated $65.2M.

  • 282 institutional investors held HSBC (HSBC) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $1.44B of HSBC stock for Q4 2021, up 12% quarter-over-quarter.
  • 57 funds opened new HSBC positions in Q4 2021 and 32 closed out, a net change of +25 holders.
  • The largest HSBC buyer in Q4 2021 was Jane Street, an estimated $27.2M added.
  • The largest HSBC seller in Q4 2021 was Citadel Advisors, an estimated $65.2M sold.

Based on aggregated 13F filings for Q4 2021.