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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
EI
151
Ellevest Inc
New York
$159K +$33.2K +1,397 +29%
WT
152
Whittier Trust
California
$158K -$42.1K -1,771 -22%
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$156K +$143K +6,017 New
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K -$32.1K -1,350 -20%
PA
155
Parallel Advisors
California
$139K +$36.1K +1,521 +39%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$122K -$664K -27,952 -86%
HNB
157
Huntington National Bank
Ohio
$104K +$20.5K +862 +27%
JAM
158
JCIC Asset Management
Ontario, Canada
$92K +$84.6K +3,560 New
MHR
159
Matthew Hamilton Rosenberg
$89K -$49.9K -2,101 -38%
ASN
160
Advisory Services Network
Georgia
$88K -$10.9K -460 -12%
Axa
161
Axa
France
$86K +$5.44K +229 +7%
LC
162
Lindbrook Capital
California
$85K +$44.8K +1,885 +137%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$80K +$67.2K +2,830 +1,068%
SFS
164
Sowell Financial Services
Arkansas
$71K
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$67K
SPIA
166
Steward Partners Investment Advisory
New York
$57K -$4.75K -200 -8%
BWM
167
BerganKDV Wealth Management
Minnesota
$57K
JCM
168
Jacobi Capital Management
Pennsylvania
$55K
SWM
169
Selective Wealth Management
Virginia
$49K
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$48K -$13K -549 -23%
BWL
171
Bogart Wealth LLC
Virginia
$40K
Toronto Dominion Bank
172
Toronto Dominion Bank
Ontario, Canada
$37K
ZB
173
Zions Bancorporation
Utah
$37K +$10.1K +424 +42%
GWS
174
Glassman Wealth Services
Virginia
$37K +$28.6K +1,202 +530%
HWA
175
HHM Wealth Advisors
Tennessee
$36K -$2.78K -117 -8%

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.