We are live on ! Find out more

260 hedge funds and large institutions have $1.29B invested in HSBC in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 260260 (0)

0.02% less ownership

Funds ownership: 0.26%0.24% (-0.02%)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

15% less capital invested

Capital invested by funds: $1.52B → $1.29B (-$236M)

48% less call options, than puts

Call options by funds: $126M | Put options by funds: $241M

Holders
260
Holders Change
Holders Change %
0%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
67
Reduced
76
Closed
33
Calls
$126M
Puts
$241M
Net Calls
-$115M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$33K +$6.24K +229 +22%
CFA
177
Cahill Financial Advisors
Minnesota
$31K +$32.6K +1,198 New
CBT
178
CoreFirst Bank & Trust
Kansas
$29K
TRCT
179
Tower Research Capital (TRC)
New York
$28K -$12.3K -452 -30%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$27K -$55.2K -2,027 -66%
FGAM
181
Financial Gravity Asset Management
Texas
$26K -$27 -1 Closed
BCV
182
Banque Cantonale Vaudoise
Switzerland
$26K
BWL
183
Bogart Wealth LLC
Virginia
$26K
SIC
184
Salem Investment Counselors
North Carolina
$26K
TCWM
185
Total Clarity Wealth Management
Illinois
$26K +$26.8K +984 New
AA
186
Ancora Advisors
Ohio
$26K +$27.2K +1,000 New
ZB
187
Zions Bancorporation
Utah
$25K -$5.06K -186 -16%
EDRH
188
Edmond de Rothschild Holding
Switzerland
$24K
SWM
189
Spire Wealth Management
Virginia
$22K +$4.36K +160 +24%
HDIM
190
Hanson & Doremus Investment Management
Vermont
$21K
GRP
191
Global Retirement Partners
California
$21K +$653 +24 +3%
SBL
192
Sargent Bickham Lagudis
Colorado
$20K
BCA
193
Berman Capital Advisors
Georgia
$20K +$327 +12 +2%
IA
194
IFP Advisors
Florida
$19K +$13.6K +500 +235%
ATC
195
Adirondack Trust Company
New York
$18K
LWM
196
Liberty Wealth Management
California
$18K +$490 +18 +3%
ACA
197
Atlas Capital Advisors
Wyoming
$16K +$5.55K +204 +50%
TI
198
Truehand Inc
New Hampshire
$15K
SSB
199
Sandy Spring Bank
Maryland
$13K -$2.1K -77 -13%
CFGS
200
Concourse Financial Group Securities
Alabama
$12K

HSBC Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2021, worth a combined $1.29B — down 15% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HSBC positions and 33 closed out — a net gain of 3 holders — while 67 added to existing stakes and 76 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.4M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.

  • 260 institutional investors held HSBC (HSBC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.29B of HSBC stock for Q3 2021, down 15% quarter-over-quarter.
  • 36 funds opened new HSBC positions in Q3 2021 and 33 closed out, a net change of +3 holders.
  • The largest HSBC buyer in Q3 2021 was Citadel Advisors, an estimated $35.4M added.
  • The largest HSBC seller in Q3 2021 was Morgan Stanley, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2021.