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HSBC
HSBC

Overview Fund Activity

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
Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.54%
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$96.4M
2
CHP
Castle Hook Partners
New York
$25M
3
MWNA
Marshall Wace North America
New York
$20.8M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$138M
2
Northern Trust
Northern Trust
Illinois
$71.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$105M
4
SIS
Susquehanna International Securities
Ireland
$0
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
176
Jacobi Capital Management
Pennsylvania
$61K +$287 +10 +0.5%
SWM
177
Selective Wealth Management
Virginia
$54K – – –
BU
178
BBVA USA
Alabama
$48K +$48K +1,650 New
TRCT
179
Tower Research Capital (TRC)
New York
$43K -$13.5K -470 -24%
GWS
180
Glassman Wealth Services
Virginia
$43K +$840 +29 +2%
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$41K – – –
HNB
182
Huntington National Bank
Ohio
$40K – – –
HWA
183
HHM Wealth Advisors
Tennessee
$40K – – –
FPS
184
Fieldpoint Private Securities
Connecticut
$39K – – –
ZB
185
Zions Bancorporation
Utah
$33K +$5.43K +187 +20%
CBT
186
CoreFirst Bank & Trust
Kansas
$32K – – –
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$1.6K +55 +5%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
JWM
189
Janiczek Wealth Management
Colorado
$30K -$1.51K -52 -5%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$29K -$8.6K -314 -23%
SIC
191
Salem Investment Counselors
North Carolina
$29K – – –
BCV
192
Banque Cantonale Vaudoise
Switzerland
$29K – – –
FGAM
193
Financial Gravity Asset Management
Texas
$29K +$29K +1 New
BWL
194
Bogart Wealth LLC
Virginia
$28K +$10.9K +379 +63%
EDRH
195
Edmond de Rothschild Holding
Switzerland
$26K – – –
GRP
196
Global Retirement Partners
California
$23K +$29 +1 +0.1%
SBL
197
Sargent Bickham Lagudis
Colorado
$22K – – –
BCA
198
Berman Capital Advisors
Georgia
$22K +$2.01K +72 +10%
PCG
199
Private Capital Group
Connecticut
$22K +$3K +102 +16%
SWM
200
Spire Wealth Management
Virginia
$19K -$34.3K -1,210 -64%
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