Capstone Investment Advisors
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Capstone Investment Advisors’s HSBC HSBC Stock Holding History

Capstone Investment Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,433
Closed -$255K – 2181
2023
Q2 		$255K Buy
+6,433
New +$240K ﹤0.01% 1464
2021
Q1 		– Sell
-21,118
Closed -$547K – 1799
2020
Q4 		$547K Buy
+21,118
New +$502K ﹤0.01% 1230
2018
Q4 		– Sell
-84,829
Closed -$3.56M – 1302
2018
Q3 		$3.56M Buy
+84,829
New +$3.68M 0.04% 318
2016
Q3 		– Sell
-2,161,271
Closed -$60.3M – 814
2016
Q2 		$60.3M Buy
+2,161,271
New +$61.1M 1.15% 17
2013
Q4 		– Sell
-4,874
Closed -$231K – 515
2013
Q3 		$227K Buy
+4,874
New +$231K ﹤0.01% 493

Other funds holding HSBC

Dimensional Fund Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capstone Investment Advisors's HSBC Position: Q3 2023 in Review

Capstone Investment Advisors sold out of HSBC (HSBC) in Q3 2023, closing a stake of 6,433 shares — an estimated $255K sold.

Capstone Investment Advisors first reported a position in HSBC in Q3 2013 and held it in 5 quarters. The position peaked at $60.3M in Q2 2016. 374 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

  • Capstone Investment Advisors reported no remaining HSBC position as of Q3 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,433 HSBC shares in Q3 2023, an estimated $255K.
  • Capstone Investment Advisors first reported a position in HSBC in Q3 2013 and held it in 5 quarters.
  • Capstone Investment Advisors's HSBC position peaked at $60.3M in Q2 2016.
  • 374 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on Capstone Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.