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340 hedge funds and large institutions have $1.95B invested in HSBC in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

0.1% less ownership

Funds ownership: 0.44%0.34% (-0.1%)

16% less funds holding

Funds holding: 406340 (-66)

23% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 129

44% less capital invested

Capital invested by funds: $3.45B → $1.95B (-$1.5B)

52% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 112

54% less call options, than puts

Call options by funds: $171M | Put options by funds: $373M

Holders
340
Holders Change
-66
Holders Change %
-16.26%
% of All Funds
7.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
54
Increased
99
Reduced
129
Closed
112
Calls
$171M
Puts
$373M
Net Calls
-$202M
Net Calls Change
-$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$268M -$40.8M -1,175,415 -11%
Renaissance Technologies
2
Renaissance Technologies
New York
$252M +$53M +1,525,525 +20%
JP Morgan Chase
3
JP Morgan Chase
New York
$164M +$108M +3,098,634 +113%
Northern Trust
4
Northern Trust
Illinois
$110M -$25.3M -729,446 -16%
CI
5
Cambiar Investors
Colorado
$85.1M -$16.1M -463,148 -13%
PPA
6
Parametric Portfolio Associates
Washington
$82.7M +$12.4M +356,597 +14%
Goldman Sachs
7
Goldman Sachs
New York
$73.8M +$14.9M +428,615 +19%
Bank of America
8
Bank of America
North Carolina
$63.5M -$39.2M -1,130,027 -33%
CS
9
Credit Suisse
Switzerland
$59.2M +$73.3M +2,109,895 +40,921%
Ameriprise
10
Ameriprise
Minnesota
$52.7M -$60.8K -1,751 -0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$41M -$9.19M -264,701 -15%
SCM
12
Segantii Capital Management
Hong Kong
$35.6M -$2.79M -80,245 -6%
LP
13
LMR Partners
United Kingdom
$33.3M -$35.9M -1,032,950 -47%
AG
14
Aperio Group
California
$33.1M -$2.91M -83,754 -7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$32.4M +$33.7M +971,722 +522%
Verition Fund Management
16
Verition Fund Management
Connecticut
$28.5M +$6.61M +190,212 +23%
Morgan Stanley
17
Morgan Stanley
New York
$27.8M -$32.9M -947,633 -49%
Norges Bank
18
Norges Bank
Norway
$22.7M +$28.1M +810,278 New
MICM
19
Matthews International Capital Management
California
$20M +$1.84M +53,000 +8%
PI
20
PEAK6 Investments
Illinois
$19.3M +$22.2M +639,956 +1,317%
Parallax Volatility Advisers
21
Parallax Volatility Advisers
California
$18.5M +$21.8M +628,879 +1,949%
Wells Fargo
22
Wells Fargo
California
$16.5M -$8.74M -251,617 -30%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$16.4M +$22.2M +639,405 +4,415%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$15.2M +$499K +14,381 +3%
Citigroup
25
Citigroup
New York
$15.1M -$9.9M -285,023 -35%

HSBC Hedge Fund Activity: Q1 2020 in Review

340 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2020, worth a combined $1.95B — down 44% from $3.45B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of HSBC and 54 opened new positions — a net loss of 58 holders — while 129 trimmed existing stakes and 99 added.

The largest buyer was JP Morgan Chase, adding an estimated $108M. The largest seller was Fisher Asset Management, cutting an estimated $537M.

  • 340 institutional investors held HSBC (HSBC) as of Q1 2020, down from 406 in Q4 2019.
  • Funds reported $1.95B of HSBC stock for Q1 2020, down 44% quarter-over-quarter.
  • 54 funds opened new HSBC positions in Q1 2020 and 112 closed out, a net change of -58 holders.
  • The largest HSBC buyer in Q1 2020 was JP Morgan Chase, an estimated $108M added.
  • The largest HSBC seller in Q1 2020 was Fisher Asset Management, an estimated $537M sold.

Based on aggregated 13F filings for Q1 2020.