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295 hedge funds and large institutions have $1.7B invested in HSBC in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 57

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

18% more capital invested

Capital invested by funds: $1.44B → $1.7B (+$266M)

5% more funds holding

Funds holding: 282295 (+13)

0.01% more ownership

Funds ownership: 0.23%0.25% (+0.01%)

19% less call options, than puts

Call options by funds: $168M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
109
Reduced
57
Closed
37
Calls
$168M
Puts
$207M
Net Calls
-$38.5M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
51
Cubist Systematic Strategies
Connecticut
$2.58M +$2.03M +58,993 +361%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$2.57M +$663K +19,240 +34%
SFI
53
Susquehanna Fundamental Investments
Pennsylvania
$2.56M +$668K +19,370 +35%
OPA
54
Old Port Advisors
Maine
$2.38M +$14.1K +410 +0.6%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$672K +19,496 +39%
Stifel Financial
56
Stifel Financial
Missouri
$2.34M +$997K +28,908 +73%
Comerica Bank
57
Comerica Bank
Texas
$2.3M +$6.69K +194 +0.3%
Group One Trading
58
Group One Trading
Illinois
$2.21M +$2.15M +62,275 +2,684%
WFI
59
West Family Investments
California
$2.19M +$14.4K +419 +0.7%
YCM
60
Yousif Capital Management
Michigan
$2.17M
US Bancorp
61
US Bancorp
Minnesota
$2.08M +$210K +6,088 +11%
IWC
62
Integrated Wealth Concepts
Massachusetts
$2.07M +$129K +3,740 +7%
AP
63
Advisor Partners
California
$1.94M -$56.4K -1,636 -3%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$1.74M +$74.9K +2,173 +4%
FTDI
65
First Trust Direct Indexing
Massachusetts
$1.69M +$313K +9,086 +23%
Barclays
66
Barclays
United Kingdom
$1.68M -$1.78M -51,611 -51%
HighTower Advisors
67
HighTower Advisors
Illinois
$1.65M +$1.12M +32,446 +205%
CL
68
CSS LLC
Illinois
$1.52M +$224K +6,500 +17%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.39M +$24.8K +720 +2%
LFAS
70
Level Four Advisory Services
Texas
$1.39M -$120K -3,493 -8%
RC
71
RBF Capital
California
$1.38M -$690K -20,000 -33%
EARNEST Partners
72
EARNEST Partners
Georgia
$1.34M -$5.86K -170 -0.4%
VPIM
73
Vanguard Personalized Indexing Management
California
$1.27M +$527K +15,280 +70%
CNFG
74
Creegan & Nassoura Financial Group
New Hampshire
$1.26M -$20.7K -600 -2%
OC
75
Oppenheimer & Co
New York
$1.22M +$31.6K +915 +3%

HSBC Hedge Fund Activity: Q1 2022 in Review

295 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2022, worth a combined $1.7B — up 18% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HSBC positions and 37 closed out — a net gain of 17 holders — while 109 added to existing stakes and 57 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $49.8M. The largest seller was JP Morgan Chase, cutting an estimated $33.8M.

  • 295 institutional investors held HSBC (HSBC) as of Q1 2022, up from 282 in Q4 2021.
  • Funds reported $1.7B of HSBC stock for Q1 2022, up 18% quarter-over-quarter.
  • 54 funds opened new HSBC positions in Q1 2022 and 37 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q1 2022 was Goldman Sachs, an estimated $49.8M added.
  • The largest HSBC seller in Q1 2022 was JP Morgan Chase, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.