We are live on ! Find out more

260 hedge funds and large institutions have $1.52B invested in HSBC in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 61

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

3% more capital invested

Capital invested by funds: $1.48B → $1.52B (+$38.6M)

0.01% more ownership

Funds ownership: 0.25%0.26% (+0.01%)

0% less funds holding

Funds holding: 261260 (-1)

44% less call options, than puts

Call options by funds: $90.9M | Put options by funds: $163M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
61
Closed
34
Calls
$90.9M
Puts
$163M
Net Calls
-$72.1M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$871K -$1.28K -42 -0.1%
Stifel Financial
77
Stifel Financial
Missouri
$861K +$71.3K +2,336 +8%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$816K +$43.4K +1,421 +5%
KS
79
Karpas Strategies
Connecticut
$785K
GC
80
Guggenheim Capital
Illinois
$775K -$104K -3,420 -11%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$771K +$117K +3,828 +17%
State Street
82
State Street
Massachusetts
$765K +$10.1K +330 +1%
FTDI
83
First Trust Direct Indexing
Massachusetts
$726K +$317K +10,370 +70%
CSS
84
Cubist Systematic Strategies
Connecticut
$711K -$972K -31,825 -56%
LPL Financial
85
LPL Financial
California
$693K +$110K +3,614 +18%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$679K +$4.79K +157 +0.7%
SAI
87
Systematic Alpha Investments
New Jersey
$652K
CCA
88
Checchi Capital Advisers
California
$649K +$8.21K +269 +1%
HF
89
HRT Financial
New York
$622K -$1.7M -55,637 -72%
Osaic Holdings
90
Osaic Holdings
Arizona
$609K +$168K +5,502 +35%
DS
91
DRW Securities
Illinois
$587K -$45.8K -1,500 -7%
DTL
92
Dynamic Technology Lab
Singapore
$586K -$852K -27,903 -58%
DADC
93
D.A. Davidson & Co
Montana
$580K
FI
94
Fosun International
China
$579K +$611K +20,000 New
PFO
95
Pathstone Family Office
New Jersey
$558K +$224K +7,342 +61%
GF
96
Gabelli Funds
New York
$548K
GT
97
Greenleaf Trust
Michigan
$546K -$33.9K -1,109 -6%
PI
98
PEAK6 Investments
Illinois
$544K +$576K +18,854 New
EVM
99
Eaton Vance Management
Massachusetts
$540K +$10K +329 +2%
FC
100
FORA Capital
Florida
$539K +$570K +18,671 New

HSBC Hedge Fund Activity: Q2 2021 in Review

260 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2021, worth a combined $1.52B — up 2.6% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HSBC positions and 34 closed out — a net gain of 1 holder — while 91 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.2M. The largest seller was Renaissance Technologies, cutting an estimated $36.3M.

  • 260 institutional investors held HSBC (HSBC) as of Q2 2021, down from 261 in Q1 2021.
  • Funds reported $1.52B of HSBC stock for Q2 2021, up 2.6% quarter-over-quarter.
  • 35 funds opened new HSBC positions in Q2 2021 and 34 closed out, a net change of +1 holder.
  • The largest HSBC buyer in Q2 2021 was Morgan Stanley, an estimated $61.2M added.
  • The largest HSBC seller in Q2 2021 was Renaissance Technologies, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2021.