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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
SIAG
101
Safeguard Investment Advisory Group
California
$492K -$20.4K -713 -4%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$488K -$29.7K -1,038 -6%
William Blair & Company
103
William Blair & Company
Illinois
$465K +$15.8K +551 +4%
HighTower Advisors
104
HighTower Advisors
Illinois
$463K +$54.5K +1,908 +14%
Osaic Holdings
105
Osaic Holdings
Arizona
$455K +$2.06K +72 +0.5%
EGM
106
Engineers Gate Manager
New York
$449K +$440K +15,400 New
BC
107
Bridgefront Capital
Texas
$431K -$290K -10,152 -41%
FTDI
108
First Trust Direct Indexing
Massachusetts
$431K +$7.38K +258 +2%
Deutsche Bank
109
Deutsche Bank
Germany
$405K +$109K +3,825 +38%
MNBTD
110
Moody National Bank Trust Division
Texas
$402K
S
111
SignatureFD
Georgia
$395K +$55.1K +1,927 +17%
QCG
112
Quadrant Capital Group
Ohio
$393K +$53.1K +1,859 +16%
LSAG
113
Lake Street Advisors Group
New Hampshire
$387K +$130K +4,562 +52%
JWCA
114
J.W. Cole Advisors
Florida
$381K +$374K +13,085 New
ANI
115
American National Insurance
Texas
$373K
PFO
116
Pathstone Family Office
New Jersey
$359K +$344K +12,018 New
ClearBridge Investments
117
ClearBridge Investments
New York
$358K -$30.6K -1,072 -8%
CC
118
Courier Capital
New York
$356K +$8.58K +300 +3%
Franklin Resources
119
Franklin Resources
California
$350K +$9.09K +318 +3%
VPIM
120
Vanguard Personalized Indexing Management
California
$345K -$32.4K -1,133 -9%
Two Sigma Investments
121
Two Sigma Investments
New York
$343K +$336K +11,754 New
BCM
122
Bluefin Capital Management
New York
$342K +$336K +11,750 New
SIA
123
SeaBridge Investment Advisors
New Jersey
$328K +$7.21K +252 +2%
WCA
124
Westover Capital Advisors
Delaware
$328K +$322K +11,259 New
CCP
125
Corient Capital Partners
California
$321K +$67.4K +2,357 +27%

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.