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HSBC
HSBC

269 hedge funds and large institutions have $1.47B invested in HSBC in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

94% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 36

21% more capital invested

Capital invested by funds: $1.21B → $1.47B (+$255M)

13% more funds holding

Funds holding: 238 → 269 (+31)

0.03% less ownership

Funds ownership: 0.3% → 0.28% (-0.03%)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

45% less call options, than puts

Call options by funds: $73.6M | Put options by funds: $133M

Holders
269
Holders Change
+31
Holders Change %
+13.03%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
70
Increased
59
Reduced
74
Closed
36
Calls
$73.6M
Puts
$133M
Net Calls
-$59.5M
Net Calls Change
-$9.96M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$19.1M
2
PPA
Parametric Portfolio Associates
Washington
+$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$17.2M
4
Jane Street
Jane Street
New York
+$14.1M
5
TAM
Tocqueville Asset Management
New York
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$63.1M
2
Citigroup
Citigroup
New York
-$60.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$42.9M
4
Ameriprise
Ameriprise
Minnesota
-$28.8M
5
LP
LMR Partners
United Kingdom
-$24.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
101
Greenleaf Trust
Michigan
$467K +$136K +5,726 +47%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$461K -$106K -4,467 -20%
W
103
WealthStone
Ohio
$461K +$66K +2,776 +18%
SIAG
104
Safeguard Investment Advisory Group
California
$456K +$419K +17,630 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$450K +$44.3K +1,865 +12%
RE
106
RBC Europe
United Kingdom
$443K – – –
Fisher Asset Management
107
Fisher Asset Management
Washington
$407K -$186K -7,809 -33%
Osaic Holdings
108
Osaic Holdings
Arizona
$401K -$30.5K -1,285 -8%
William Blair & Company
109
William Blair & Company
Illinois
$399K -$193K -8,117 -34%
FTDI
110
First Trust Direct Indexing
Massachusetts
$377K +$345K +14,534 New
HighTower Advisors
111
HighTower Advisors
Illinois
$361K +$52K +2,187 +19%
MNBTD
112
Moody National Bank Trust Division
Texas
$357K +$2.61K +110 +0.8%
AIM
113
Aigen Investment Management
New York
$353K -$347K -14,595 -52%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$351K +$58.6K +2,468 +22%
ClearBridge Investments
115
ClearBridge Investments
New York
$346K -$1.87M -78,708 -85%
VPIM
116
Vanguard Personalized Indexing Management
California
$336K +$308K +12,957 New
ANI
117
American National Insurance
Texas
$332K – – –
BS
118
Banco Santander
Spain
$313K – – –
CC
119
Courier Capital
New York
$309K – – –
Franklin Resources
120
Franklin Resources
California
$303K +$17.8K +751 +7%
S
121
SignatureFD
Georgia
$302K +$70.2K +2,953 +34%
QCG
122
Quadrant Capital Group
Ohio
$302K +$163K +6,844 +143%
SCM
123
Stevens Capital Management
Pennsylvania
$299K +$274K +11,550 New
IC
124
Intersect Capital
California
$296K -$180K -7,583 -40%
YIH
125
Y-Intercept (HK)
Hong Kong
$291K +$267K +11,237 New
3 4
5
6 7

HSBC Hedge Fund Activity: Q4 2020 in Review

269 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2020, worth a combined $1.47B — up 21% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HSBC positions and 36 closed out — a net gain of 34 holders — while 59 added to existing stakes and 74 trimmed.

The largest buyer was Norges Bank, adding an estimated $19.1M. The largest seller was JP Morgan Chase, cutting an estimated $63.1M.

  • 269 institutional investors held HSBC (HSBC) as of Q4 2020, up from 238 in Q3 2020.
  • Funds reported $1.47B of HSBC stock for Q4 2020, up 21% quarter-over-quarter.
  • 70 funds opened new HSBC positions in Q4 2020 and 36 closed out, a net change of +34 holders.
  • The largest HSBC buyer in Q4 2020 was Norges Bank, an estimated $19.1M added.
  • The largest HSBC seller in Q4 2020 was JP Morgan Chase, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2020.