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295 hedge funds and large institutions have $1.7B invested in HSBC in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 57

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

18% more capital invested

Capital invested by funds: $1.44B → $1.7B (+$266M)

5% more funds holding

Funds holding: 282295 (+13)

0.01% more ownership

Funds ownership: 0.23%0.25% (+0.01%)

19% less call options, than puts

Call options by funds: $168M | Put options by funds: $207M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
109
Reduced
57
Closed
37
Calls
$168M
Puts
$207M
Net Calls
-$38.5M
Net Calls Change
+$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$336M +$11.4M +330,792 +3%
Goldman Sachs
2
Goldman Sachs
New York
$128M +$49.8M +1,443,765 +63%
PPA
3
Parametric Portfolio Associates
Washington
$125M +$15.5M +448,879 +14%
Jane Street
4
Jane Street
New York
$96.9M -$31.4M -910,421 -24%
Renaissance Technologies
5
Renaissance Technologies
New York
$96M -$5.45M -158,100 -5%
JP Morgan Chase
6
JP Morgan Chase
New York
$81.9M -$33.8M -981,551 -29%
Norges Bank
7
Norges Bank
Norway
$77.1M -$4.21M -122,000 -5%
Northern Trust
8
Northern Trust
Illinois
$60M +$457K +13,243 +0.8%
BlackRock
9
BlackRock
New York
$57.4M +$7.19M +208,393 +14%
CS
10
Credit Suisse
Switzerland
$52M -$4.99M -144,752 -9%
Citigroup
11
Citigroup
New York
$50.8M -$13.6M -395,406 -21%
Citadel Advisors
12
Citadel Advisors
Florida
$41M +$38.4M +1,112,945 +1,300%
Morgan Stanley
13
Morgan Stanley
New York
$39M -$11.7M -337,935 -23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$37.9M -$436K -12,644 -1%
Fidelity International
15
Fidelity International
Bermuda
$37.1M +$37.4M +1,084,691 New
LP
16
LMR Partners
United Kingdom
$28.6M -$14.1M -408,087 -33%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$26.5M +$19.6M +567,829 +274%
Bank of America
18
Bank of America
North Carolina
$17.3M +$5.22M +151,362 +43%
Ensign Peak Advisors
19
Ensign Peak Advisors
Utah
$15.3M +$4.24M +122,874 +38%
Ameriprise
20
Ameriprise
Minnesota
$14.9M +$174K +5,057 +1%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$11.8M +$434K +12,593 +4%
CHP
22
Castle Hook Partners
New York
$10.5M +$10.5M +305,810 New
CGH
23
Crossmark Global Holdings
Texas
$9.22M +$391K +11,341 +4%
SCM
24
Segantii Capital Management
Hong Kong
$9.02M +$1.68M +48,578 +23%
CFM
25
Capricorn Fund Managers
United Kingdom
$8.73M +$8.8M +255,228 New

HSBC Hedge Fund Activity: Q1 2022 in Review

295 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2022, worth a combined $1.7B — up 18% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HSBC positions and 37 closed out — a net gain of 17 holders — while 109 added to existing stakes and 57 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $49.8M. The largest seller was JP Morgan Chase, cutting an estimated $33.8M.

  • 295 institutional investors held HSBC (HSBC) as of Q1 2022, up from 282 in Q4 2021.
  • Funds reported $1.7B of HSBC stock for Q1 2022, up 18% quarter-over-quarter.
  • 54 funds opened new HSBC positions in Q1 2022 and 37 closed out, a net change of +17 holders.
  • The largest HSBC buyer in Q1 2022 was Goldman Sachs, an estimated $49.8M added.
  • The largest HSBC seller in Q1 2022 was JP Morgan Chase, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2022.