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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$273M -$5.84M -191,332 -2%
Renaissance Technologies
2
Renaissance Technologies
New York
$138M -$36.3M -1,189,000 -20%
JP Morgan Chase
3
JP Morgan Chase
New York
$105M -$13.2M -433,772 -11%
Morgan Stanley
4
Morgan Stanley
New York
$96.4M +$61.2M +2,004,699 +150%
CS
5
Credit Suisse
Switzerland
$91.6M -$7.8M -255,298 -7%
PPA
6
Parametric Portfolio Associates
Washington
$82M +$8.78M +287,434 +11%
Northern Trust
7
Northern Trust
Illinois
$71.6M -$23M -751,675 -23%
Norges Bank
8
Norges Bank
Norway
$68.5M +$1M +32,789 +1%
Jane Street
9
Jane Street
New York
$56.3M +$10.4M +339,416 +21%
Goldman Sachs
10
Goldman Sachs
New York
$55.6M -$4.5M -147,275 -7%
Citigroup
11
Citigroup
New York
$50.5M +$6.1M +199,668 +13%
BlackRock
12
BlackRock
New York
$39.2M +$4.26M +139,655 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$32.8M +$1.91M +62,581 +6%
Citadel Advisors
14
Citadel Advisors
Florida
$29.4M -$189K -6,197 -0.6%
CHP
15
Castle Hook Partners
New York
$25M +$26.5M +866,873 New
MWNA
16
Marshall Wace North America
New York
$20.8M +$21.3M +698,838 +3,010%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.8M +$18.8M +616,000 New
TAM
18
Tocqueville Asset Management
New York
$14.9M -$119K -3,900 -0.7%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$14.9M +$12.1M +395,497 +506%
UBS Group
20
UBS Group
Switzerland
$13.9M -$112K -3,666 -0.8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$12.8M +$123K +4,036 +0.9%
Ameriprise
22
Ameriprise
Minnesota
$12.5M +$345K +11,313 +3%
Ensign Peak Advisors
23
Ensign Peak Advisors
Utah
$9.33M +$9.88M +323,539 New
OMC
24
Old Mission Capital
Illinois
$9.16M -$5.52M -180,806 -36%
Bank of America
25
Bank of America
North Carolina
$8.3M -$721K -23,614 -8%

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.