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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
GT
151
Glenmede Trust
Pennsylvania
$234K -$48K -1,573 -16%
CGL
152
Clarius Group LLC
Washington
$228K +$9.89K +324 +4%
WAM
153
WNY Asset Management
New York
$225K +$7.63K +250 +3%
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$223K +$236K +7,722 New
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$214K -$1.89K -62 -0.8%
MP
156
McDonald Partners
Ohio
$206K +$7.45K +244 +4%
MPPW
157
Mitchell & Pahl Private Wealth
Oklahoma
$205K +$217K +7,094 New
JF
158
Jump Financial
Illinois
$204K +$216K +7,087 New
GWM
159
Geneos Wealth Management
Colorado
$192K -$17.3K -568 -8%
WT
160
Whittier Trust
California
$178K -$3.33K -109 -2%
PA
161
Parallel Advisors
California
$159K +$2.2K +72 +1%
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K -$17.4K -570 -12%
JAM
163
JCIC Asset Management
Ontario, Canada
$118K
SA
164
swisspartners Advisors
Switzerland
$115K
MHR
165
Matthew Hamilton Rosenberg
$111K
LC
166
Lindbrook Capital
California
$108K +$8.43K +276 +8%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$100K +$64.4K +2,110 +155%
ASN
168
Advisory Services Network
Georgia
$99K +$105K +3,437 New
BFEC
169
Benjamin F. Edwards & Company
Missouri
$95K +$9.01K +295 +10%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$89K +$9.86K +323 +12%
SPIA
171
Steward Partners Investment Advisory
New York
$74K
HI
172
Harbour Investments
Wisconsin
$72K -$85.1K -2,788 -53%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$66K -$763 -25 -1%
BWM
174
BerganKDV Wealth Management
Minnesota
$64K
Bessemer Group
175
Bessemer Group
New Jersey
$64K +$37.2K +1,218 +119%

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.