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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
JCM
176
Jacobi Capital Management
Pennsylvania
$61K +$305 +10 +0.5%
SWM
177
Selective Wealth Management
Virginia
$54K
BU
178
BBVA USA
Alabama
$48K +$50.4K +1,650 New
TRCT
179
Tower Research Capital (TRC)
New York
$43K -$14.4K -470 -24%
GWS
180
Glassman Wealth Services
Virginia
$43K +$886 +29 +2%
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$41K
HWA
182
HHM Wealth Advisors
Tennessee
$40K
HNB
183
Huntington National Bank
Ohio
$40K
FPS
184
Fieldpoint Private Securities
Connecticut
$39K
ZB
185
Zions Bancorporation
Utah
$33K +$5.71K +187 +20%
CBT
186
CoreFirst Bank & Trust
Kansas
$32K
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$1.68K +55 +5%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$31K
JWM
189
Janiczek Wealth Management
Colorado
$30K -$1.59K -52 -5%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$29K -$9.59K -314 -23%
BCV
191
Banque Cantonale Vaudoise
Switzerland
$29K
SIC
192
Salem Investment Counselors
North Carolina
$29K
FGAM
193
Financial Gravity Asset Management
Texas
$29K +$31 +1 New
BWL
194
Bogart Wealth LLC
Virginia
$28K +$11.6K +379 +63%
EDRH
195
Edmond de Rothschild Holding
Switzerland
$26K
GRP
196
Global Retirement Partners
California
$23K +$31 +1 +0.1%
SBL
197
Sargent Bickham Lagudis
Colorado
$22K
BCA
198
Berman Capital Advisors
Georgia
$22K +$2.2K +72 +10%
PCG
199
Private Capital Group
Connecticut
$22K +$3.12K +102 +16%
SWM
200
Spire Wealth Management
Virginia
$19K -$36.9K -1,210 -64%

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.