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260 hedge funds and large institutions have $1.52B invested in HSBC in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 61 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 61

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

3% more capital invested

Capital invested by funds: $1.48B → $1.52B (+$38.6M)

0.01% more ownership

Funds ownership: 0.25%0.26% (+0.01%)

0% less funds holding

Funds holding: 261260 (-1)

44% less call options, than puts

Call options by funds: $90.9M | Put options by funds: $163M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
260
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
61
Closed
34
Calls
$90.9M
Puts
$163M
Net Calls
-$72.1M
Net Calls Change
+$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Adirondack Trust Company
New York
$18K
LWM
202
Liberty Wealth Management
California
$18K +$550 +18 +3%
SSB
203
Sandy Spring Bank
Maryland
$17K +$13.1K +430 +293%
HDIM
204
Hanson & Doremus Investment Management
Vermont
$16K
TI
205
Truehand Inc
New Hampshire
$16K
RDWM
206
Red Door Wealth Management
Tennessee
$16K +$17.3K +567 New
CFGS
207
Concourse Financial Group Securities
Alabama
$13K
BFC
208
Bedel Financial Consulting
Indiana
$12K
MA
209
MUFG Americas
New York
$12K
ACA
210
Atlas Capital Advisors
Wyoming
$11.8K +$12.5K +409 New
AWA
211
Arkadios Wealth Advisors
Georgia
$11K +$305 +10 +3%
FPB
212
First PREMIER Bank
South Dakota
$10K
DSC
213
Duncker Streett & Co
Missouri
$9K
MRCM
214
M&R Capital Management
New Jersey
$9K
LWCFA
215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$10K +328 New
Bank Julius Baer & Co
216
Bank Julius Baer & Co
Switzerland
$8K +$8.46K +277 New
BCWM
217
Bartlett & Co Wealth Management
Ohio
$7.33K
HCP
218
Hexagon Capital Partners
Arkansas
$7K -$8.15K -267 -54%
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
CFN
223
Cordasco Financial Network
Florida
$6K
IA
224
IFP Advisors
Florida
$6K
PMFA
225
Plante Moran Financial Advisors
Michigan
$6K

HSBC Hedge Fund Activity: Q2 2021 in Review

260 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2021, worth a combined $1.52B — up 2.6% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HSBC positions and 34 closed out — a net gain of 1 holder — while 91 added to existing stakes and 61 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.2M. The largest seller was Renaissance Technologies, cutting an estimated $36.3M.

  • 260 institutional investors held HSBC (HSBC) as of Q2 2021, down from 261 in Q1 2021.
  • Funds reported $1.52B of HSBC stock for Q2 2021, up 2.6% quarter-over-quarter.
  • 35 funds opened new HSBC positions in Q2 2021 and 34 closed out, a net change of +1 holder.
  • The largest HSBC buyer in Q2 2021 was Morgan Stanley, an estimated $61.2M added.
  • The largest HSBC seller in Q2 2021 was Renaissance Technologies, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2021.