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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$254M +$3.58M +150,490 +2%
Renaissance Technologies
2
Renaissance Technologies
New York
$199M -$42.9M -1,804,539 -19%
JP Morgan Chase
3
JP Morgan Chase
New York
$105M -$63.1M -2,656,685 -40%
CS
4
Credit Suisse
Switzerland
$104M -$360K -15,171 -0.4%
Northern Trust
5
Northern Trust
Illinois
$81.8M -$3.07M -129,013 -4%
LP
6
LMR Partners
United Kingdom
$78.4M -$24.2M -1,020,363 -25%
Norges Bank
7
Norges Bank
Norway
$77.3M +$19.1M +805,770 +37%
Goldman Sachs
8
Goldman Sachs
New York
$62.7M +$1.84M +77,462 +3%
PPA
9
Parametric Portfolio Associates
Washington
$58.1M +$18.7M +788,202 +54%
Morgan Stanley
10
Morgan Stanley
New York
$44.8M +$4.41M +185,622 +12%
Citigroup
11
Citigroup
New York
$41.4M -$60.7M -2,554,468 -62%
Jane Street
12
Jane Street
New York
$31.5M +$14.1M +591,737 +95%
AG
13
Aperio Group
California
$28.3M +$5.38M +226,372 +26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27.3M -$3.23M -136,017 -11%
Citadel Advisors
15
Citadel Advisors
Florida
$19.2M +$17.2M +722,659 +3,592%
Ameriprise
16
Ameriprise
Minnesota
$15.7M -$28.8M -1,210,323 -67%
TAM
17
Tocqueville Asset Management
New York
$12.7M +$11.7M +491,900 New
SCM
18
Segantii Capital Management
Hong Kong
$11M +$2.41M +101,447 +32%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$10.8M +$138K +5,821 +1%
SIS
20
Susquehanna International Securities
Ireland
$10.4M +$9.58M +403,035 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$10.2M -$23.5M -991,118 -72%
UBS Group
22
UBS Group
Switzerland
$9.88M -$2.95M -124,361 -25%
OMC
23
Old Mission Capital
Illinois
$9.2M +$8.44M +355,201 New
Millennium Management
24
Millennium Management
New York
$8.27M +$7.58M +319,203 New
Bank of America
25
Bank of America
North Carolina
$8.08M -$4.87M -204,971 -40%

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.