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260 hedge funds and large institutions have $1.52B invested in HSBC in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 61

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

3% more capital invested

Capital invested by funds: $1.48B → $1.52B (+$38.6M)

0.01% more ownership

Funds ownership: 0.25%0.26% (+0.01%)

0% less funds holding

Funds holding: 261260 (-1)

44% less call options, than puts

Call options by funds: $90.9M | Put options by funds: $163M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
61
Closed
34
Calls
$90.9M
Puts
$163M
Net Calls
-$72.1M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Bluefin Capital Management
New York
$345K +$6.54K +214 +2%
MIS
127
Morningstar Investment Services
Illinois
$342K +$126K +4,112 +53%
CC
128
Courier Capital
New York
$326K -$28.1K -920 -8%
EI
129
Ellevest Inc
New York
$324K +$118K +3,877 +53%
ClearBridge Investments
130
ClearBridge Investments
New York
$321K -$35.6K -1,167 -9%
WS
131
Wedbush Securities
California
$317K +$88.3K +2,892 +36%
IRC
132
Investors Research Corp
Georgia
$296K
BC
133
Bridgefront Capital
Texas
$293K -$141K -4,614 -31%
Deutsche Bank
134
Deutsche Bank
Germany
$290K -$117K -3,841 -28%
RHBC
135
R.H. Bluestein & Co
Michigan
$289K
Nomura Holdings
136
Nomura Holdings
Japan
$283K +$299K +9,785 New
SRC
137
Sage Rhino Capital
California
$276K +$38K +1,244 +15%
BCI
138
Brinker Capital Investments
Pennsylvania
$275K +$291K +9,546 New
AWM
139
Altium Wealth Management
New York
$270K -$4.03K -132 -1%
TSS
140
Two Sigma Securities
New York
$269K +$285K +9,322 New
XT
141
XTX Topco
Cayman Islands
$269K +$285K +9,327 New
ECM
142
Evergreen Capital Management
Washington
$266K +$55.1K +1,806 +24%
QP
143
Quilter Plc
United Kingdom
$265K +$9.16K +300 +5%
Fisher Asset Management
144
Fisher Asset Management
Washington
$263K -$21.9K -718 -7%
HJIM
145
Henry James International Management
New York
$261K
KeyBank National Association
146
KeyBank National Association
Ohio
$261K +$277K +9,063 New
HWM
147
HighMark Wealth Management
Minnesota
$260K
DWT
148
Dorsey & Whitney Trust
South Dakota
$251K
Truist Financial
149
Truist Financial
North Carolina
$240K -$34.4K -1,125 -12%
Invesco
150
Invesco
Georgia
$239K -$855 -28 -0.3%

HSBC Hedge Fund Activity: Q2 2021 in Review

260 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2021, worth a combined $1.52B — up 2.6% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HSBC positions and 34 closed out — a net gain of 1 holder — while 91 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.2M. The largest seller was Renaissance Technologies, cutting an estimated $36.3M.

  • 260 institutional investors held HSBC (HSBC) as of Q2 2021, down from 261 in Q1 2021.
  • Funds reported $1.52B of HSBC stock for Q2 2021, up 2.6% quarter-over-quarter.
  • 35 funds opened new HSBC positions in Q2 2021 and 34 closed out, a net change of +1 holder.
  • The largest HSBC buyer in Q2 2021 was Morgan Stanley, an estimated $61.2M added.
  • The largest HSBC seller in Q2 2021 was Renaissance Technologies, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2021.