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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
CAM
126
Cresset Asset Management
Illinois
$315K +$8.09K +283 +3%
RWM
127
Ritholtz Wealth Management
New York
$314K +$308K +10,759 New
IRC
128
Investors Research Corp
Georgia
$299K
RHBC
129
R.H. Bluestein & Co
Michigan
$291K
Fisher Asset Management
130
Fisher Asset Management
Washington
$286K -$169K -5,896 -38%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$284K +$279K +9,763 New
GT
132
Glenmede Trust
Pennsylvania
$282K -$6K -210 -2%
QTM
133
qPULA Trading Management
New York
$280K -$387K -13,530 -58%
AAM
134
Advisors Asset Management
Colorado
$280K -$270K -9,443 -50%
AWM
135
Altium Wealth Management
New York
$277K -$13.2K -461 -5%
Truist Financial
136
Truist Financial
North Carolina
$275K -$45K -1,575 -14%
BS
137
Banco Santander
Spain
$268K -$82.6K -2,890 -24%
HJIM
138
Henry James International Management
New York
$264K
HWM
139
HighMark Wealth Management
Minnesota
$262K
QP
140
Quilter Plc
United Kingdom
$255K -$768K -26,861 -81%
DWT
141
Dorsey & Whitney Trust
South Dakota
$253K -$600 -21 -0.2%
SRC
142
Sage Rhino Capital
California
$243K +$238K +8,328 New
Invesco
143
Invesco
Georgia
$242K -$21.9K -765 -8%
WS
144
Wedbush Securities
California
$236K +$232K +8,105 New
MIS
145
Morningstar Investment Services
Illinois
$227K +$220K +7,700 New
GWM
146
Geneos Wealth Management
Colorado
$226K +$29 +1 +0%
CGL
147
Clarius Group LLC
Washington
$221K +$216K +7,569 New
WAM
148
WNY Asset Management
New York
$220K +$216K +7,550 New
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$218K +$214K +7,468 New
ECM
150
Evergreen Capital Management
Washington
$216K +$212K +7,421 New

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.