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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: 273238 (-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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$189M -$3.56M -162,279 -2%
Renaissance Technologies
2
Renaissance Technologies
New York
$185M -$30.7M -1,402,400 -13%
JP Morgan Chase
3
JP Morgan Chase
New York
$130M +$15.6M +712,241 +12%
Citigroup
4
Citigroup
New York
$81.3M +$22.6M +1,028,755 +33%
CS
5
Credit Suisse
Switzerland
$78.9M -$2.79M -127,174 -3%
LP
6
LMR Partners
United Kingdom
$77M +$1.42M +64,776 +2%
Northern Trust
7
Northern Trust
Illinois
$64.3M +$1.49M +67,811 +2%
Goldman Sachs
8
Goldman Sachs
New York
$45.9M +$6.31M +287,741 +14%
Norges Bank
9
Norges Bank
Norway
$42.7M +$9.99M +455,582 +26%
Ameriprise
10
Ameriprise
Minnesota
$36.3M -$3.39M -154,793 -8%
Morgan Stanley
11
Morgan Stanley
New York
$30.3M +$818K +37,299 +2%
PPA
12
Parametric Portfolio Associates
Washington
$28.5M -$17.8M -809,649 -36%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$27.1M +$12.2M +555,249 +67%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$23.3M +$828K +37,783 +3%
AG
15
Aperio Group
California
$16.9M -$847K -38,630 -4%
Jane Street
16
Jane Street
New York
$12.2M -$4.18M -190,826 -23%
Bank of America
17
Bank of America
North Carolina
$10.1M -$3.54M -161,435 -24%
UBS Group
18
UBS Group
Switzerland
$9.9M +$4.73M +215,792 +74%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$8.08M -$10.8K -492 -0.1%
SCM
20
Segantii Capital Management
Hong Kong
$6.11M -$1.28M -58,322 -16%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$6.01M -$9.35M -426,249 -58%
CGH
22
Crossmark Global Holdings
Texas
$5.95M -$165K -7,545 -2%
SG Americas Securities
23
SG Americas Securities
New York
$5.66M +$1.13M +51,665 +22%
Barclays
24
Barclays
United Kingdom
$5.64M -$1.85M -84,334 -23%
Comerica Bank
25
Comerica Bank
Texas
$4.39M -$36.6K -1,668 -0.8%

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.