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
2022
Q2 		– Sell
-103,200
Closed -$3.53M – 1960
2022
Q1 		$3.53M Buy
103,200
+38,500
+60% +$1.33M 0.01% 825
2021
Q4 		$1.95M Buy
+64,700
New +$1.89M ﹤0.01% 1122
2021
Q1 		– Sell
-56,000
Closed -$1.45M – 1800
2020
Q4 		$1.45M Buy
+56,000
New +$1.33M ﹤0.01% 966
2018
Q4 		– Sell
-263,159
Closed -$11M – 1303
2018
Q3 		$11M Buy
263,159
+187,908
+250% +$8.14M 0.13% 131
2018
Q2 		$3.34M Buy
+75,251
New +$3.45M 0.05% 200
2016
Q3 		– Sell
-867,145
Closed -$24.2M – 815
2016
Q2 		$24.2M Buy
+867,145
New +$24.5M 0.46% 47
2014
Q1 		– Sell
-12,882
Closed -$611K – 453
2013
Q4 		$611K Sell
12,882
-35,281
-73% -$1.67M 0.01% 423
2013
Q3 		$2.25M Buy
+48,163
New +$2.29M 0.02% 330

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.