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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
Capital Fund Management (CFM)
101
Capital Fund Management (CFM)
France
$1.04M +$1.29M +37,011 New
TAM
102
Todd Asset Management
Kentucky
$1.03M +$470K +13,526 +58%
GI
103
Gradient Investments
Minnesota
$1.02M -$16.8K -485 -1%
OC
104
Oppenheimer & Co
New York
$992K +$155K +4,449 +14%
Creative Planning
105
Creative Planning
Kansas
$945K +$68.9K +1,985 +6%
LCM
106
Logan Capital Management
Pennsylvania
$929K +$125K +3,606 +12%
FA
107
FDx Advisors
Illinois
$909K -$205K -5,909 -15%
HFS
108
Hantz Financial Services
Michigan
$896K +$1.11M +31,977 New
LFAS
109
Level Four Advisory Services
Texas
$871K -$1.7K -49 -0.2%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$847K -$807K -23,248 -43%
EVM
111
Eaton Vance Management
Massachusetts
$847K +$334K +9,608 +47%
GA
112
Greytown Advisors
Florida
$844K +$289K +8,310 +38%
Mariner
113
Mariner
Kansas
$834K -$204K -5,880 -17%
AAM
114
Advisors Asset Management
Colorado
$822K -$174K -5,017 -15%
SIA
115
SeaBridge Investment Advisors
New Jersey
$815K +$696K +20,050 +221%
GF
116
Gabelli Funds
New York
$784K -$139K -4,000 -13%
KS
117
Karpas Strategies
Connecticut
$762K
PSUF
118
People's United Financial
Connecticut
$742K -$8.13K -234 -0.9%
HT
119
HAP Trading
New York
$728K +$903K +25,987 New
BC
120
Brinker Capital
Pennsylvania
$705K +$195K +5,625 +29%
MCM
121
Mork Capital Management
California
$703K
FC
122
Forte Capital
New York
$701K -$26.7K -770 -3%
William Blair & Company
123
William Blair & Company
Illinois
$693K -$29.1K -837 -3%
HighTower Advisors
124
HighTower Advisors
Illinois
$672K -$5.37M -154,593 -87%
SEI Investments
125
SEI Investments
Pennsylvania
$661K -$1.22M -34,999 -60%

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.