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HSBC
HSBC

238 hedge funds and large institutions have $1.21B invested in HSBC in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 88 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% less ownership

Funds ownership: 0.32% → 0.3% (-0.02%)

13% less funds holding

Funds holding: 273 → 238 (-35)

20% less capital invested

Capital invested by funds: $1.52B → $1.21B (-$308M)

39% less call options, than puts

Call options by funds: $79M | Put options by funds: $129M

43% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 88

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

53% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 62

Holders
238
Holders Change
-35
Holders Change %
-12.82%
% of All Funds
4.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
50
Reduced
88
Closed
62
Calls
$79M
Puts
$129M
Net Calls
-$49.6M
Net Calls Change
+$43.6M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$22.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$15.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12.2M
4
Norges Bank
Norges Bank
Norway
+$9.99M
5
Goldman Sachs
Goldman Sachs
New York
+$6.31M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$30.7M
2
PPA
Parametric Portfolio Associates
Washington
-$17.8M
3
PI
PEAK6 Investments
Illinois
-$14.1M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$11.6M
5
OMC
Old Mission Capital
Illinois
-$9.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
201
TimeScale Financial
Massachusetts
$3K – – –
PFS
202
Prospera Financial Services
Texas
$3K +$3.07K +140 New
TCOV
203
Trust Company of Vermont
Vermont
$2K -$7.67K -350 -78%
CCA
204
Column Capital Advisors
Indiana
$2K -$3.57K -163 -67%
WCG
205
Weaver Consulting Group
California
$2K -$1.38K -63 -40%
CFB
206
Cullen/Frost Bankers
Texas
$2K – – –
FCB
207
First Command Bank
Texas
$2K – – –
FCFS
208
First Command Financial Services
Texas
$2K – – –
RCA
209
Ranch Capital Advisors
Florida
$2K – – –
TIM
210
Tortoise Investment Management
New York
$2K – – –
VNA
211
Valley National Advisers
Pennsylvania
$2K – – –
WB
212
West Bancorporation
Iowa
$2K – – –
AWM
213
Avior Wealth Management
Nebraska
$2K +$66 +3 +2%
CS
214
Candriam SCA
Luxembourg
$2K +$1.47K +67 +163%
FHC
215
First Horizon Corporation
Tennessee
$2K +$2.67K +122 New
SWA
216
Sutton Wealth Advisors
Florida
$1.59K – – –
GI
217
Gradient Investments
Minnesota
$1K -$1.36K -62 -63%
CFA
218
Carroll Financial Associates
North Carolina
$1K – – –
DAM
219
Delta Asset Management
Tennessee
$1K – – –
EWM
220
Endurance Wealth Management
Rhode Island
$1K – – –
LFG
221
LifePlan Financial Group
Ohio
$1K – – –
PP
222
PrairieView Partners
Minnesota
$1K – – –
SWM
223
Sugarloaf Wealth Management
Georgia
$1K – – –
TAIM
224
TD Ameritrade Investment Management
Nebraska
$1K – – –
DI
225
Disciplined Investments
Oklahoma
$1K +$789 +36 New
7 8
9
10 11

HSBC Hedge Fund Activity: Q3 2020 in Review

238 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2020, worth a combined $1.21B — down 20% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HSBC and 29 opened new positions — a net loss of 33 holders — while 88 trimmed existing stakes and 50 added.

The largest buyer was Citigroup, adding an estimated $22.6M. The largest seller was Renaissance Technologies, cutting an estimated $30.7M.

  • 238 institutional investors held HSBC (HSBC) as of Q3 2020, down from 273 in Q2 2020.
  • Funds reported $1.21B of HSBC stock for Q3 2020, down 20% quarter-over-quarter.
  • 29 funds opened new HSBC positions in Q3 2020 and 62 closed out, a net change of -33 holders.
  • The largest HSBC buyer in Q3 2020 was Citigroup, an estimated $22.6M added.
  • The largest HSBC seller in Q3 2020 was Renaissance Technologies, an estimated $30.7M sold.

Based on aggregated 13F filings for Q3 2020.