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260 hedge funds and large institutions have $1.29B invested in HSBC in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 260260 (0)

0.02% less ownership

Funds ownership: 0.26%0.24% (-0.02%)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

15% less capital invested

Capital invested by funds: $1.52B → $1.29B (-$236M)

48% less call options, than puts

Call options by funds: $126M | Put options by funds: $241M

Holders
260
Holders Change
Holders Change %
0%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
67
Reduced
76
Closed
33
Calls
$126M
Puts
$241M
Net Calls
-$115M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
E
76
Ergoteles
New York
$849K +$884K +32,480 New
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$847K -$6.15K -226 -0.7%
PFO
78
Pathstone Family Office
New Jersey
$846K +$354K +13,019 +67%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$836K +$871K +31,988 New
KS
80
Karpas Strategies
Connecticut
$821K
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$804K -$1.28K -47 -0.2%
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$784K -$8.47K -311 -1%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$773K +$385K +14,126 +91%
SM
84
SG3 Management
Puerto Rico
$758K +$790K +29,000 New
RFC
85
Regions Financial Corp
Alabama
$751K -$40K -1,470 -5%
GC
86
Guggenheim Capital
Illinois
$719K +$17.5K +644 +2%
LPL Financial
87
LPL Financial
California
$702K +$77.1K +2,833 +12%
SAI
88
Systematic Alpha Investments
New Jersey
$692K
BCM
89
Bayesian Capital Management
New York
$688K +$227K +8,342 +46%
CIBC World Market
90
CIBC World Market
Ontario, Canada
$623K +$7.62K +280 +1%
TSS
91
Two Sigma Securities
New York
$610K +$381K +14,003 +150%
Wolverine Trading
92
Wolverine Trading
Illinois
$582K -$435K -15,980 -42%
SSG
93
Summit Securities Group
New York
$560K +$583K +21,400 New
Osaic Holdings
94
Osaic Holdings
Arizona
$546K -$6.81K -250 -1%
LSAG
95
Lake Street Advisors Group
New Hampshire
$537K +$87.9K +3,230 +19%
CCA
96
Checchi Capital Advisers
California
$533K -$57.8K -2,124 -9%
QIM
97
Quantitative Investment Management
Virginia
$533K +$556K +20,412 New
DADC
98
D.A. Davidson & Co
Montana
$526K
JWCA
99
J.W. Cole Advisors
Florida
$524K +$546K +20,042 New
State Street
100
State Street
Massachusetts
$521K -$179K -6,592 -25%

HSBC Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2021, worth a combined $1.29B — down 15% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HSBC positions and 33 closed out — a net gain of 3 holders — while 67 added to existing stakes and 76 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.4M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.

  • 260 institutional investors held HSBC (HSBC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.29B of HSBC stock for Q3 2021, down 15% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q3 2021 and 33 closed out, a net change of +3 holders.
  • The largest HSBC buyer in Q3 2021 was Citadel Advisors, an estimated $35.4M added.
  • The largest HSBC seller in Q3 2021 was Morgan Stanley, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2021.