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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
HJIM
151
Henry James International Management
New York
$309K
HWM
152
HighMark Wealth Management
Minnesota
$308K
B
153
Bailard
California
$298K +$300K +8,701 New
CAN
154
Cetera Advisor Networks
California
$294K +$16K +463 +6%
AFO
155
Allie Family Office
Florida
$291K
SIA
156
Schechter Investment Advisors
Michigan
$290K +$292K +8,462 New
BWP
157
BSW Wealth Partners
Colorado
$284K +$286K +8,294 New
SGI
158
Summit Global Investments
Utah
$279K +$281K +8,143 New
Fisher Asset Management
159
Fisher Asset Management
Washington
$273K +$14.8K +428 +6%
WAM
160
WNY Asset Management
New York
$264K -$31K -900 -10%
PA
161
Parallel Advisors
California
$262K -$3.45K -100 -1%
Neuberger Berman Group
162
Neuberger Berman Group
New York
$261K +$263K +7,627 New
GT
163
Glenmede Trust
Pennsylvania
$254K -$18.8K -544 -7%
WS
164
Wedbush Securities
California
$249K -$2K -58 -0.8%
VT
165
Vise Technologies
New York
$249K +$251K +7,272 New
GF
166
Gabelli Funds
New York
$240K
LGF
167
LGT Group Foundation
Liechtenstein
$240K
FTUS
168
Flow Traders U.S.
New York
$239K -$1.24K -36 -0.5%
GC
169
Guggenheim Capital
Illinois
$238K -$57.8K -1,675 -19%
PCS
170
Personal CFO Solutions
New Jersey
$234K +$235K +6,828 New
Twin Tree Management
171
Twin Tree Management
Texas
$230K -$5.2M -150,796 -96%
GWM
172
Geneos Wealth Management
Colorado
$229K +$138 +4 +0.1%
CG
173
Caprock Group
Idaho
$226K +$211K +6,131 New
SW
174
SVB Wealth
Massachusetts
$218K +$221K +6,395 New
Prudential Financial
175
Prudential Financial
New Jersey
$217K +$219K +6,337 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.