We are live on ! Find out more

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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$282M -$4.31M -150,733 -2%
Renaissance Technologies
2
Renaissance Technologies
New York
$174M -$48.4M -1,692,626 -22%
JP Morgan Chase
3
JP Morgan Chase
New York
$118M +$5.2K +182 +0%
CS
4
Credit Suisse
Switzerland
$100M -$16.7M -583,749 -15%
Northern Trust
5
Northern Trust
Illinois
$94.2M +$2.2M +76,892 +2%
PPA
6
Parametric Portfolio Associates
Washington
$74.4M +$8.87M +310,297 +14%
Norges Bank
7
Norges Bank
Norway
$68.2M -$18.4M -644,044 -22%
Goldman Sachs
8
Goldman Sachs
New York
$60.4M -$9.94M -347,548 -14%
Jane Street
9
Jane Street
New York
$47M +$11.3M +396,902 +33%
Citigroup
10
Citigroup
New York
$45.1M -$1.34M -46,964 -3%
Morgan Stanley
11
Morgan Stanley
New York
$39M -$11.2M -392,766 -23%
BlackRock
12
BlackRock
New York
$35.6M +$34.9M +1,219,435 +129,041%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$31.3M +$586K +20,512 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$29.9M +$8.08M +282,740 +38%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.8M +$9.93M +347,335 +178%
TAM
16
Tocqueville Asset Management
New York
$15.2M +$860K +30,070 +6%
OMC
17
Old Mission Capital
Illinois
$14.5M +$4.1M +143,231 +40%
UBS Group
18
UBS Group
Switzerland
$14.1M +$2.98M +104,208 +27%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.8M +$576K +20,157 +5%
SIS
20
Susquehanna International Securities
Ireland
$12.4M +$657K +22,965 +6%
Ameriprise
21
Ameriprise
Minnesota
$12.4M -$5.13M -179,517 -30%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$9.35M -$2.1M -73,404 -19%
Bank of America
23
Bank of America
North Carolina
$9.07M -$8.26K -289 -0.1%
Optiver Holding
24
Optiver Holding
Netherlands
$8.93M +$8.76M +306,284 New
LP
25
LMR Partners
United Kingdom
$8.29M -$77.2M -2,699,070 -91%

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.