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340 hedge funds and large institutions have $1.95B invested in HSBC in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

0.1% less ownership

Funds ownership: 0.44%0.34% (-0.1%)

16% less funds holding

Funds holding: 406340 (-66)

23% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 129

44% less capital invested

Capital invested by funds: $3.45B → $1.95B (-$1.5B)

52% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 112

54% less call options, than puts

Call options by funds: $171M | Put options by funds: $373M

Holders
340
Holders Change
-66
Holders Change %
-16.26%
% of All Funds
7.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
54
Increased
99
Reduced
129
Closed
112
Calls
$171M
Puts
$373M
Net Calls
-$202M
Net Calls Change
-$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
76
Guggenheim Capital
Illinois
$2.12M +$134K +3,857 +5%
SCM
77
Stellar Capital Management
Arizona
$1.96M -$204K -5,885 -8%
CNFG
78
Creegan & Nassoura Financial Group
New Hampshire
$1.69M +$584K +16,815 +39%
QCG
79
Quadrant Capital Group
Ohio
$1.59M +$1.12M +32,350 +133%
PAG
80
Private Advisor Group
New Jersey
$1.56M -$294K -8,468 -13%
SCP
81
Stamos Capital Partners
California
$1.45M +$1.79M +51,617 New
Allianz Asset Management
82
Allianz Asset Management
Germany
$1.42M +$1.76M +50,796 New
OPA
83
Old Port Advisors
Maine
$1.42M +$34.6K +997 +2%
ECM
84
ETrade Capital Management
Virginia
$1.39M +$151K +4,350 +10%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$1.38M -$468K -13,466 -21%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$1.37M +$190K +5,470 +13%
First Manhattan
87
First Manhattan
New York
$1.33M -$88.7K -2,554 -5%
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$1.29M +$11.4K +328 +0.7%
LNWWM
89
Laird Norton Wetherby Wealth Management
California
$1.24M -$300K -8,648 -16%
American Century Companies
90
American Century Companies
Missouri
$1.23M +$924K +26,606 +153%
SC
91
Scotia Capital
Ontario, Canada
$1.23M +$476K +13,702 +45%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$1.21M +$609K +17,543 +68%
SEC
93
Seven Eight Capital
New York
$1.18M +$1.47M +42,200 New
AC
94
Athos Capital
Hong Kong
$1.13M +$345K +9,925 +33%
Osaic Holdings
95
Osaic Holdings
Arizona
$1.1M +$1.41M +40,738 New
LPL Financial
96
LPL Financial
California
$1.1M -$155K -4,455 -10%
AP
97
Advisor Partners
California
$1.1M +$536K +15,438 +65%
WAM
98
World Asset Management
Michigan
$1.08M
Natixis Advisors
99
Natixis Advisors
Massachusetts
$1.05M -$11.6M -332,803 -90%
RFC
100
Regions Financial Corp
Alabama
$1.05M -$125K -3,593 -9%

HSBC Hedge Fund Activity: Q1 2020 in Review

340 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2020, worth a combined $1.95B — down 44% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of HSBC and 54 opened new positions — a net loss of 58 holders — while 129 trimmed existing stakes and 99 added.

The largest buyer was JP Morgan Chase, adding an estimated $108M. The largest seller was Fisher Asset Management, cutting an estimated $537M.

  • 340 institutional investors held HSBC (HSBC) as of Q1 2020, down from 406 in Q4 2019.
  • Funds reported $1.95B of HSBC stock for Q1 2020, down 44% quarter-over-quarter.
  • 54 funds opened new HSBC positions in Q1 2020 and 112 closed out, a net change of -58 holders.
  • The largest HSBC buyer in Q1 2020 was JP Morgan Chase, an estimated $108M added.
  • The largest HSBC seller in Q1 2020 was Fisher Asset Management, an estimated $537M sold.

Based on aggregated 13F filings for Q1 2020.