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282 hedge funds and large institutions have $1.44B invested in HSBC in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

50% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 62

12% more capital invested

Capital invested by funds: $1.29B → $1.44B (+$152M)

8% more funds holding

Funds holding: 260282 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 0.24%0.23% (-0.01%)

38% less call options, than puts

Call options by funds: $167M | Put options by funds: $270M

Holders
282
Holders Change
+22
Holders Change %
+8.46%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
57
Increased
93
Reduced
62
Closed
32
Calls
$167M
Puts
$270M
Net Calls
-$102M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$57K -$19.7K -674 -26%
SWM
177
Selective Wealth Management
Virginia
$57K
SWM
178
Spire Wealth Management
Virginia
$54K +$27.9K +955 +115%
FPS
179
Fieldpoint Private Securities
Connecticut
$52K +$10.5K +360 +26%
UB
180
UMB Bank
Missouri
$52K +$50.6K +1,732 New
WT
181
Whittier Trust
California
$46K -$46.7K -1,598 -51%
RPCONE
182
Retirement Planning Company of New England
Rhode Island
$46K +$44.6K +1,526 New
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$46K +$44.6K +1,528 New
Toronto Dominion Bank
184
Toronto Dominion Bank
Ontario, Canada
$43K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$43K +$11.4K +391 +38%
HWA
186
HHM Wealth Advisors
Tennessee
$42K
HNB
187
Huntington National Bank
Ohio
$42K +$29 +1 +0.1%
PCG
188
Private Capital Group
Connecticut
$41K +$2.48K +85 +7%
BWM
189
BerganKDV Wealth Management
Minnesota
$37K -$29.2K -1,000 -45%
CBT
190
CoreFirst Bank & Trust
Kansas
$33K
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$30K -$7.71K -264 -20%
AA
192
Ancora Advisors
Ohio
$30K
BCV
193
Banque Cantonale Vaudoise
Switzerland
$30K
SIC
194
Salem Investment Counselors
North Carolina
$30K
TCWM
195
Total Clarity Wealth Management
Illinois
$30K
BWL
196
Bogart Wealth LLC
Virginia
$29K
GRP
197
Global Retirement Partners
California
$29K +$4.12K +141 +17%
ZB
198
Zions Bancorporation
Utah
$28K -$350 -12 -1%
EDRH
199
Edmond de Rothschild Holding
Switzerland
$27K
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$21.8K +748 +483%

HSBC Hedge Fund Activity: Q4 2021 in Review

282 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2021, worth a combined $1.44B — up 12% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HSBC positions and 32 closed out — a net gain of 25 holders — while 93 added to existing stakes and 62 trimmed.

The largest buyer was Jane Street, adding an estimated $27.2M. The largest seller was Citadel Advisors, cutting an estimated $65.2M.

  • 282 institutional investors held HSBC (HSBC) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $1.44B of HSBC stock for Q4 2021, up 12% quarter-over-quarter.
  • 57 funds opened new HSBC positions in Q4 2021 and 32 closed out, a net change of +25 holders.
  • The largest HSBC buyer in Q4 2021 was Jane Street, an estimated $27.2M added.
  • The largest HSBC seller in Q4 2021 was Citadel Advisors, an estimated $65.2M sold.

Based on aggregated 13F filings for Q4 2021.