We are live on ! Find out more

295 hedge funds and large institutions have $1.7B invested in HSBC in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 57

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

18% more capital invested

Capital invested by funds: $1.44B → $1.7B (+$266M)

5% more funds holding

Funds holding: 282295 (+13)

0.01% more ownership

Funds ownership: 0.23%0.25% (+0.01%)

19% less call options, than puts

Call options by funds: $168M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
109
Reduced
57
Closed
37
Calls
$168M
Puts
$207M
Net Calls
-$38.5M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
176
Optas LLC
Texas
$216K +$217K +6,302 New
TC
177
TownSquare Capital
Utah
$213K +$215K +6,236 New
FCH
178
Freestone Capital Holdings
Washington
$207K +$209K +6,056 New
CG
179
Cutler Group
California
$207K +$209K +6,058 New
GQG Partners
180
GQG Partners
Florida
$205K +$207K +6,001 New
CAM
181
CenterStar Asset Management
Illinois
$185K
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$173K -$224K -6,500 -56%
SSG
183
Summit Securities Group
New York
$157K -$579K -16,800 -79%
LC
184
Lindbrook Capital
California
$153K -$621 -18 -0.4%
New York State Common Retirement Fund
185
New York State Common Retirement Fund
New York
$151K +$152K +4,422 New
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$146K +$41.6K +1,206 +40%
MHR
187
Matthew Hamilton Rosenberg
$131K
TRCT
188
Tower Research Capital (TRC)
New York
$126K +$118K +3,420 +1,336%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$113K +$61.5K +1,783 +117%
JAM
190
JCIC Asset Management
Ontario, Canada
$111K +$862 +25 +0.8%
CJL
191
Cyrus J. Lawrence
New York
$104K +$106K +3,063 New
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.3K -$11.9K -345 -11%
SPIA
193
Steward Partners Investment Advisory
New York
$96K +$32K +928 +49%
HNB
194
Huntington National Bank
Ohio
$83K +$35.4K +1,027 +73%
GWS
195
Glassman Wealth Services
Virginia
$80K +$9.48K +275 +13%
SWM
196
Selective Wealth Management
Virginia
$65K
FPS
197
Fieldpoint Private Securities
Connecticut
$64K +$4.48K +130 +7%
Bessemer Group
198
Bessemer Group
New Jersey
$61K -$57.6K -1,669 -48%
UB
199
UMB Bank
Missouri
$59K
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$56K +$21.3K +619 +60%

HSBC Hedge Fund Activity: Q1 2022 in Review

295 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2022, worth a combined $1.7B — up 18% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HSBC positions and 37 closed out — a net gain of 17 holders — while 109 added to existing stakes and 57 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $49.8M. The largest seller was JP Morgan Chase, cutting an estimated $33.8M.

  • 295 institutional investors held HSBC (HSBC) as of Q1 2022, up from 282 in Q4 2021.
  • Funds reported $1.7B of HSBC stock for Q1 2022, up 18% quarter-over-quarter.
  • 54 funds opened new HSBC positions in Q1 2022 and 37 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q1 2022 was Goldman Sachs, an estimated $49.8M added.
  • The largest HSBC seller in Q1 2022 was JP Morgan Chase, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.