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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
Parallax Volatility Advisers
126
Parallax Volatility Advisers
California
$459K -$349K -10,119 -43%
ECM
127
Evergreen Capital Management
Washington
$446K +$129K +3,750 +40%
PWPS
128
Pinnacle Wealth Planning Services
Ohio
$444K +$146K +4,224 +48%
ATIA
129
American Trust Investment Advisors
New Hampshire
$430K
Franklin Resources
130
Franklin Resources
California
$408K +$74.5K +2,160 +22%
SFA
131
Sequoia Financial Advisors
Ohio
$402K +$131K +3,794 +48%
Simplex Trading
132
Simplex Trading
Illinois
$401K -$1.54M -44,625 -79%
BIP
133
Blueprint Investment Partners
North Carolina
$393K +$207K +5,991 +109%
SRC
134
Sage Rhino Capital
California
$392K +$20.1K +583 +5%
BF
135
BOK Financial
Oklahoma
$389K +$63.7K +1,847 +19%
APG Asset Management
136
APG Asset Management
Netherlands
$379K +$425K +12,334 New
ClearBridge Investments
137
ClearBridge Investments
New York
$375K -$379 -11 -0.1%
MPPW
138
Mitchell & Pahl Private Wealth
Oklahoma
$369K +$73.7K +2,136 +25%
CAM
139
Cresset Asset Management
Illinois
$368K +$39.6K +1,148 +12%
BCI
140
Brinker Capital Investments
Pennsylvania
$357K +$13.4K +388 +4%
IRC
141
Investors Research Corp
Georgia
$351K
MML Investors Services
142
MML Investors Services
Massachusetts
$350K +$63.4K +1,839 +22%
CGL
143
Clarius Group LLC
Washington
$342K
RHBC
144
R.H. Bluestein & Co
Michigan
$342K
Vontobel Holding
145
Vontobel Holding
Switzerland
$342K +$345K +10,000 New
CC
146
Courier Capital
New York
$340K -$27.9K -810 -8%
Deutsche Bank
147
Deutsche Bank
Germany
$327K -$16.6K -481 -5%
DWT
148
Dorsey & Whitney Trust
South Dakota
$320K +$12.8K +370 +4%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$317K +$320K +9,268 New
PAS
150
Park Avenue Securities
New York
$314K +$316K +9,168 New

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.