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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
RWA
176
Ropes Wealth Advisors
Massachusetts
$35K
FPS
177
Fieldpoint Private Securities
Connecticut
$34K +$31K +1,305 New
IAIM
178
International Assets Investment Management
Florida
$34K +$31.5K +1,324 New
PCG
179
Private Capital Group
Connecticut
$33K +$4.85K +204 +19%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$31K
CBT
181
CoreFirst Bank & Trust
Kansas
$29K +$26.3K +1,108 New
CG
182
Cutler Group
California
$28K -$316K -13,317 -92%
BCV
183
Banque Cantonale Vaudoise
Switzerland
$26K
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$25K -$1.76K -74 -7%
EDRH
185
Edmond de Rothschild Holding
Switzerland
$24K
BlackRock
186
BlackRock
New York
$24K +$3.68K +155 +20%
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$61.8K -2,600 -75%
PWM
188
Perigon Wealth Management
California
$22K +$19.8K +832 New
LWA
189
Lenox Wealth Advisors
New York
$21K -$1.47K -62 -7%
GRP
190
Global Retirement Partners
California
$21K
HDIM
191
Hanson & Doremus Investment Management
Vermont
$21K
SBL
192
Sargent Bickham Lagudis
Colorado
$20K
MRCM
193
M&R Capital Management
New Jersey
$19K -$49.4K -2,078 -73%
CFGS
194
Concourse Financial Group Securities
Alabama
$17K
HGWM
195
Harvest Group Wealth Management
Massachusetts
$17K
ATC
196
Adirondack Trust Company
New York
$16K
LWM
197
Liberty Wealth Management
California
$16K
TI
198
Truehand Inc
New Hampshire
$15K
BCA
199
Berman Capital Advisors
Georgia
$15K +$9.17K +386 +184%
ETI
200
Enterprise Trust & Investment
California
$14K

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.