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261 hedge funds and large institutions have $1.48B invested in HSBC in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $1.47B → $1.48B (+$15M)

0.03% less ownership

Funds ownership: 0.28%0.25% (-0.03%)

3% less funds holding

Funds holding: 269261 (-8)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

47% less call options, than puts

Call options by funds: $88.6M | Put options by funds: $167M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
79
Reduced
69
Closed
44
Calls
$88.6M
Puts
$167M
Net Calls
-$78.3M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Adirondack Trust Company
New York
$18K
BWL
202
Bogart Wealth LLC
Virginia
$17K -$28K -981 -62%
LWM
203
Liberty Wealth Management
California
$16K
TI
204
Truehand Inc
New Hampshire
$16K
ETI
205
Enterprise Trust & Investment
California
$15K
HCP
206
Hexagon Capital Partners
Arkansas
$14K
CFGS
207
Concourse Financial Group Securities
Alabama
$13K -$5.43K -190 -30%
BFC
208
Bedel Financial Consulting
Indiana
$12K
FFA
209
Freedman Financial Associates
Massachusetts
$12K
MA
210
MUFG Americas
New York
$12K
AWA
211
Arkadios Wealth Advisors
Georgia
$11K
FPB
212
First PREMIER Bank
South Dakota
$10K
LAIC
213
Lederer & Associates Investment Counsel
California
$9.73K +$9.55K +334 New
MRCM
214
M&R Capital Management
New Jersey
$9K -$12.9K -450 -59%
DSC
215
Duncker Streett & Co
Missouri
$9K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$9K
MWP
217
Meridian Wealth Partners
Pennsylvania
$9K +$9.04K +316 New
BCWM
218
Bartlett & Co Wealth Management
Ohio
$7.59K
BC
219
Bartlett & Co
Ohio
$7K
CCA
220
Column Capital Advisors
Indiana
$7K
FCM
221
Firestone Capital Management
Florida
$7K
GAM
222
Gemmer Asset Management
California
$7K
ME
223
McIlrath & Eck
Washington
$7K
CFN
224
Cordasco Financial Network
Florida
$6K
IA
225
IFP Advisors
Florida
$6K

HSBC Hedge Fund Activity: Q1 2021 in Review

261 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2021, worth a combined $1.48B — up 1% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of HSBC and 39 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $34.9M. The largest seller was LMR Partners, cutting an estimated $77.2M.

  • 261 institutional investors held HSBC (HSBC) as of Q1 2021, down from 269 in Q4 2020.
  • Funds reported $1.48B of HSBC stock for Q1 2021, up 1% quarter-over-quarter.
  • 39 funds opened new HSBC positions in Q1 2021 and 44 closed out, a net change of -5 holders.
  • The largest HSBC buyer in Q1 2021 was BlackRock, an estimated $34.9M added.
  • The largest HSBC seller in Q1 2021 was LMR Partners, an estimated $77.2M sold.

Based on aggregated 13F filings for Q1 2021.