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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: 12 (+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: 238269 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
126
EARNEST Partners
Georgia
$289K -$93.5K -3,936 -26%
Truist Financial
127
Truist Financial
North Carolina
$286K -$129K -5,450 -33%
SIA
128
SeaBridge Investment Advisors
New Jersey
$285K +$39.4K +1,659 +18%
JF
129
Jump Financial
Illinois
$270K +$247K +10,393 New
LFAS
130
Level Four Advisory Services
Texas
$268K -$393K -16,545 -62%
IRC
131
Investors Research Corp
Georgia
$266K
CAM
132
Cresset Asset Management
Illinois
$266K +$244K +10,264 New
Deutsche Bank
133
Deutsche Bank
Germany
$260K -$24.9K -1,046 -9%
RHBC
134
R.H. Bluestein & Co
Michigan
$259K +$238K +10,000 New
AWM
135
Altium Wealth Management
New York
$258K -$123K -5,163 -34%
GT
136
Glenmede Trust
Pennsylvania
$256K -$4.23K -178 -2%
Invesco
137
Invesco
Georgia
$235K +$216K +9,072 New
HJIM
138
Henry James International Management
New York
$234K +$215K +9,048 New
HWM
139
HighMark Wealth Management
Minnesota
$233K
Marshall Wace
140
Marshall Wace
United Kingdom
$232K +$213K +8,961 New
DWT
141
Dorsey & Whitney Trust
South Dakota
$227K +$207K +8,727 New
LSAG
142
Lake Street Advisors Group
New Hampshire
$226K +$207K +8,719 New
CCP
143
Corient Capital Partners
California
$224K -$173K -7,273 -46%
GWM
144
Geneos Wealth Management
Colorado
$211K -$6.53K -275 -4%
RhumbLine Advisers
145
RhumbLine Advisers
Massachusetts
$211K +$193K +8,127 New
SC
146
Scotia Capital
Ontario, Canada
$210K +$193K +8,105 New
CA
147
Cetera Advisors
Colorado
$206K +$189K +7,948 New
OIA
148
OneDigital Investment Advisors
Kansas
$205K +$188K +7,897 New
AssetMark Inc
149
AssetMark Inc
California
$177K -$49.6K -2,088 -23%
TRCT
150
Tower Research Capital (TRC)
New York
$160K -$127K -5,349 -46%

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.