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282 hedge funds and large institutions have $1.44B invested in HSBC in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

12% more capital invested

Capital invested by funds: $1.29B → $1.44B (+$152M)

8% more funds holding

Funds holding: 260282 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 0.24%0.23% (-0.01%)

38% less call options, than puts

Call options by funds: $167M | Put options by funds: $270M

Holders
282
Holders Change
+22
Holders Change %
+8.46%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
93
Reduced
62
Closed
32
Calls
$167M
Puts
$270M
Net Calls
-$102M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
126
Cerity Partners
New York
$337K +$325K +11,147 New
ClearBridge Investments
127
ClearBridge Investments
New York
$331K +$2.6K +89 +0.8%
SRC
128
Sage Rhino Capital
California
$328K +$68.6K +2,348 +28%
CC
129
Courier Capital
New York
$324K +$58 +2 +0%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$321K +$310K +10,633 New
IRC
131
Investors Research Corp
Georgia
$310K
Truist Financial
132
Truist Financial
North Carolina
$309K +$18.9K +648 +7%
Deutsche Bank
133
Deutsche Bank
Germany
$303K -$128K -4,400 -30%
BCI
134
Brinker Capital Investments
Pennsylvania
$303K +$14.3K +490 +5%
RHBC
135
R.H. Bluestein & Co
Michigan
$302K
FIA
136
FNY Investment Advisers
New York
$301K +$292K +10,000 New
Franklin Resources
137
Franklin Resources
California
$295K -$6.28K -215 -2%
AWM
138
Altium Wealth Management
New York
$287K +$11.6K +398 +4%
BF
139
BOK Financial
Oklahoma
$287K +$278K +9,528 New
RJFSA
140
Raymond James Financial Services Advisors
Florida
$284K -$43.7K -1,497 -14%
CAM
141
Cresset Asset Management
Illinois
$282K -$181K -6,189 -40%
ECM
142
Evergreen Capital Management
Washington
$280K +$48.3K +1,653 +22%
HJIM
143
Henry James International Management
New York
$272K -$409 -14 -0.2%
HWM
144
HighMark Wealth Management
Minnesota
$272K
DWT
145
Dorsey & Whitney Trust
South Dakota
$271K +$6.66K +228 +3%
PWPS
146
Pinnacle Wealth Planning Services
Ohio
$264K +$256K +8,762 New
WAM
147
WNY Asset Management
New York
$262K -$39.4K -1,350 -14%
MPPW
148
Mitchell & Pahl Private Wealth
Oklahoma
$261K +$253K +8,659 New
GC
149
Guggenheim Capital
Illinois
$260K -$552K -18,894 -69%
AFO
150
Allie Family Office
Florida
$256K +$248K +8,504 New

HSBC Hedge Fund Activity: Q4 2021 in Review

282 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2021, worth a combined $1.44B — up 12% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HSBC positions and 32 closed out — a net gain of 25 holders — while 93 added to existing stakes and 62 trimmed.

The largest buyer was Jane Street, adding an estimated $27.2M. The largest seller was Citadel Advisors, cutting an estimated $65.2M.

  • 282 institutional investors held HSBC (HSBC) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $1.44B of HSBC stock for Q4 2021, up 12% quarter-over-quarter.
  • 57 funds opened new HSBC positions in Q4 2021 and 32 closed out, a net change of +25 holders.
  • The largest HSBC buyer in Q4 2021 was Jane Street, an estimated $27.2M added.
  • The largest HSBC seller in Q4 2021 was Citadel Advisors, an estimated $65.2M sold.

Based on aggregated 13F filings for Q4 2021.