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269 hedge funds and large institutions have $1.47B invested in HSBC in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

94% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 36

21% more capital invested

Capital invested by funds: $1.21B → $1.47B (+$255M)

13% more funds holding

Funds holding: 238269 (+31)

0.03% less ownership

Funds ownership: 0.3%0.28% (-0.03%)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

45% less call options, than puts

Call options by funds: $73.6M | Put options by funds: $133M

Holders
269
Holders Change
+31
Holders Change %
+13.03%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
70
Increased
59
Reduced
74
Closed
36
Calls
$73.6M
Puts
$133M
Net Calls
-$59.5M
Net Calls Change
-$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
201
Hexagon Capital Partners
Arkansas
$12K
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$12K
MA
203
MUFG Americas
New York
$11K
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$11K
LWCFA
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$10.4K +436 New
BFC
206
Bedel Financial Consulting
Indiana
$10K
AWA
207
Arkadios Wealth Advisors
Georgia
$10K +$9.36K +394 New
FFA
208
Freedman Financial Associates
Massachusetts
$10K +$9.5K +400 New
FPB
209
First PREMIER Bank
South Dakota
$9K
JWM
210
Janiczek Wealth Management
Colorado
$9K +$6.94K +292 +584%
HFS
211
Hantz Financial Services
Michigan
$8K -$3.21K -135 -30%
DSC
212
Duncker Streett & Co
Missouri
$8K
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$8K
TPWA
214
TRUE Private Wealth Advisors
Oregon
$8K
BC
215
Bartlett & Co
Ohio
$7K
Bank Julius Baer & Co
216
Bank Julius Baer & Co
Switzerland
$7K +$6.42K +270 New
BCWM
217
Bartlett & Co Wealth Management
Ohio
$6.58K
ADL
218
Asset Dedication LLC
California
$6K
FCM
219
Firestone Capital Management
Florida
$6K
ME
220
McIlrath & Eck
Washington
$6K
PMFA
221
Plante Moran Financial Advisors
Michigan
$6K
CCA
222
Column Capital Advisors
Indiana
$6K +$3.83K +161 +201%
GAM
223
Gemmer Asset Management
California
$6K +$5.49K +231 +2,100%
CFN
224
Cordasco Financial Network
Florida
$5K -$5.3K -223 -52%
ABC
225
Associated Banc-Corp
Wisconsin
$5K

HSBC Hedge Fund Activity: Q4 2020 in Review

269 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2020, worth a combined $1.47B — up 21% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HSBC positions and 36 closed out — a net gain of 34 holders — while 59 added to existing stakes and 74 trimmed.

The largest buyer was Norges Bank, adding an estimated $19.1M. The largest seller was JP Morgan Chase, cutting an estimated $63.1M.

  • 269 institutional investors held HSBC (HSBC) as of Q4 2020, up from 238 in Q3 2020.
  • Funds reported $1.47B of HSBC stock for Q4 2020, up 21% quarter-over-quarter.
  • 70 funds opened new HSBC positions in Q4 2020 and 36 closed out, a net change of +34 holders.
  • The largest HSBC buyer in Q4 2020 was Norges Bank, an estimated $19.1M added.
  • The largest HSBC seller in Q4 2020 was JP Morgan Chase, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2020.