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295 hedge funds and large institutions have $1.7B invested in HSBC in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 57

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

18% more capital invested

Capital invested by funds: $1.44B → $1.7B (+$266M)

5% more funds holding

Funds holding: 282295 (+13)

0.01% more ownership

Funds ownership: 0.23%0.25% (+0.01%)

19% less call options, than puts

Call options by funds: $168M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
109
Reduced
57
Closed
37
Calls
$168M
Puts
$207M
Net Calls
-$38.5M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
101
First Manhattan
New York
$778K +$94.8K +2,750 +14%
Invesco
102
Invesco
Georgia
$745K -$208K -6,025 -22%
JFL
103
Jarislowsky, Fraser Ltd
Quebec, Canada
$745K -$124K -3,600 -14%
EVM
104
Eaton Vance Management
Massachusetts
$737K +$40.1K +1,164 +6%
MP
105
McDonald Partners
Ohio
$731K +$737K +21,363 New
QI
106
Qtron Investments
Massachusetts
$702K +$707K +20,506 New
CCA
107
Checchi Capital Advisers
California
$682K +$38.1K +1,106 +6%
JWCA
108
J.W. Cole Advisors
Florida
$677K -$12.1K -350 -2%
DADC
109
D.A. Davidson & Co
Montana
$669K -$14.9K -431 -2%
Mariner
110
Mariner
Kansas
$666K +$259K +7,521 +63%
CCP
111
Corient Capital Partners
California
$665K +$19.9K +576 +3%
GT
112
Greenleaf Trust
Michigan
$651K +$27.3K +791 +4%
QCG
113
Quadrant Capital Group
Ohio
$651K +$120K +3,492 +22%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$651K +$128K +3,700 +25%
IC
115
Intersect Capital
California
$642K +$23K +667 +4%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$615K +$134K +3,881 +28%
CA
117
Cetera Advisors
Colorado
$612K +$616K +17,872 New
EI
118
Ellevest Inc
New York
$606K +$85.9K +2,490 +16%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$601K -$638K -18,515 -51%
MIS
120
Morningstar Investment Services
Illinois
$567K +$31.1K +902 +6%
Truist Financial
121
Truist Financial
North Carolina
$566K +$216K +6,269 +61%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$564K +$202K +5,861 +55%
William Blair & Company
123
William Blair & Company
Illinois
$523K +$18.8K +544 +4%
SIAG
124
Safeguard Investment Advisory Group
California
$509K -$12K -349 -2%
State Street
125
State Street
Massachusetts
$499K -$107K -3,093 -18%

HSBC Hedge Fund Activity: Q1 2022 in Review

295 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2022, worth a combined $1.7B — up 18% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HSBC positions and 37 closed out — a net gain of 17 holders — while 109 added to existing stakes and 57 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $49.8M. The largest seller was JP Morgan Chase, cutting an estimated $33.8M.

  • 295 institutional investors held HSBC (HSBC) as of Q1 2022, up from 282 in Q4 2021.
  • Funds reported $1.7B of HSBC stock for Q1 2022, up 18% quarter-over-quarter.
  • 54 funds opened new HSBC positions in Q1 2022 and 37 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q1 2022 was Goldman Sachs, an estimated $49.8M added.
  • The largest HSBC seller in Q1 2022 was JP Morgan Chase, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.