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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
EI
151
Ellevest Inc
New York
$215K +$35.1K +1,229 +20%
MC
152
Moors & Cabot
Massachusetts
$212K +$207K +7,240 New
PPCM
153
Pillar Pacific Capital Management
California
$206K +$202K +7,055 New
SW
154
SVB Wealth
Massachusetts
$201K +$197K +6,874 New
MP
155
McDonald Partners
Ohio
$201K +$197K +6,889 New
AssetMark Inc
156
AssetMark Inc
California
$195K -$4.37K -153 -2%
WT
157
Whittier Trust
California
$183K +$4.78K +167 +3%
PA
158
Parallel Advisors
California
$158K +$1.51K +53 +1%
HI
159
Harbour Investments
Wisconsin
$154K +$151K +5,298 New
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K -$18.4K -642 -12%
SA
161
swisspartners Advisors
Switzerland
$117K +$572K +20,000 New
MHR
162
Matthew Hamilton Rosenberg
$112K +$11.4K +399 +12%
SFS
163
Sowell Financial Services
Arkansas
$102K +$14K +490 +18%
LC
164
Lindbrook Capital
California
$101K +$6.12K +214 +7%
JAM
165
JCIC Asset Management
Ontario, Canada
$96K -$7.43K -260 -7%
BFEC
166
Benjamin F. Edwards & Company
Missouri
$87K -$3.09K -108 -3%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$80K +$4.57K +160 +6%
SPIA
168
Steward Partners Investment Advisory
New York
$74.4K +$10.4K +365 +17%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$69K +$12.6K +440 +24%
BWM
170
BerganKDV Wealth Management
Minnesota
$64K
JCM
171
Jacobi Capital Management
Pennsylvania
$62K
TRCT
172
Tower Research Capital (TRC)
New York
$58K -$120K -4,193 -68%
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$58K +$57.2K +2,000 New
SWM
174
Selective Wealth Management
Virginia
$55K
SWM
175
Spire Wealth Management
Virginia
$55K +$53.8K +1,880 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.