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261 hedge funds and large institutions have $1.48B invested in HSBC in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $1.47B → $1.48B (+$15M)

0.03% less ownership

Funds ownership: 0.28%0.25% (-0.03%)

3% less funds holding

Funds holding: 269261 (-8)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

47% less call options, than puts

Call options by funds: $88.6M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
79
Reduced
69
Closed
44
Calls
$88.6M
Puts
$167M
Net Calls
-$78.3M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$802K -$96.6K -3,379 -11%
KS
77
Karpas Strategies
Connecticut
$793K
RJFSA
78
Raymond James Financial Services Advisors
Florida
$783K +$380K +13,303 +98%
State Street
79
State Street
Massachusetts
$781K -$1.49M -52,236 -67%
Simplex Trading
80
Simplex Trading
Illinois
$733K -$559K -19,565 -44%
TI
81
Trexquant Investment
Connecticut
$691K +$678K +23,709 New
SEI Investments
82
SEI Investments
Pennsylvania
$681K +$65.8K +2,300 +11%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$681K +$152K +5,313 +29%
MWNA
84
Marshall Wace North America
New York
$677K +$664K +23,217 New
SAI
85
Systematic Alpha Investments
New Jersey
$670K +$658K +23,000 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$668K +$158K +5,533 +32%
EI
87
Ethic Inc
New York
$667K +$131K +4,568 +25%
CCA
88
Checchi Capital Advisers
California
$648K +$73.8K +2,580 +13%
DS
89
DRW Securities
Illinois
$636K -$306K -10,705 -33%
First Manhattan
90
First Manhattan
New York
$626K
LPL Financial
91
LPL Financial
California
$594K -$53.6K -1,874 -8%
DADC
92
D.A. Davidson & Co
Montana
$586K
GT
93
Greenleaf Trust
Michigan
$584K +$58.1K +2,032 +11%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$561K -$25.2K -882 -4%
GF
95
Gabelli Funds
New York
$554K
W
96
WealthStone
Ohio
$550K +$31.3K +1,095 +6%
BAM
97
Blueshift Asset Management
New Jersey
$540K -$298K -10,431 -36%
EVM
98
Eaton Vance Management
Massachusetts
$536K -$95.1K -3,327 -15%
IC
99
Intersect Capital
California
$505K +$169K +5,894 +52%
RE
100
RBC Europe
United Kingdom
$498K

HSBC Hedge Fund Activity: Q1 2021 in Review

261 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2021, worth a combined $1.48B — up 1% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of HSBC and 39 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $34.9M. The largest seller was LMR Partners, cutting an estimated $77.2M.

  • 261 institutional investors held HSBC (HSBC) as of Q1 2021, down from 269 in Q4 2020.
  • Funds reported $1.48B of HSBC stock for Q1 2021, up 1% quarter-over-quarter.
  • 39 funds opened new HSBC positions in Q1 2021 and 44 closed out, a net change of -5 holders.
  • The largest HSBC buyer in Q1 2021 was BlackRock, an estimated $34.9M added.
  • The largest HSBC seller in Q1 2021 was LMR Partners, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2021.