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338 hedge funds and large institutions have $1.93B invested in HSBC in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 130 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

69% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 77

43% more capital invested

Capital invested by funds: $1.35B → $1.93B (+$580M)

42% more call options, than puts

Call options by funds: $232M | Put options by funds: $163M

7% more funds holding

Funds holding: 315338 (+23)

0.02% more ownership

Funds ownership: 0.27%0.28% (+0.02%)

Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
5.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
61
Increased
130
Reduced
77
Closed
34
Calls
$232M
Puts
$163M
Net Calls
+$68.8M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$94.4K +$49.2K +1,372 +98%
GRP
227
Global Retirement Partners
California
$93.4K +$46.3K +1,289 +105%
BAM
228
Belpointe Asset Management
Nevada
$91.5K +$39.2K +1,092 +69%
HI
229
Hoey Investments
Pennsylvania
$88.7K
SWM
230
Spire Wealth Management
Virginia
$83.5K -$8.51K -237 -9%
GBT
231
Grove Bank & Trust
Florida
$76.3K -$25.4K -708 -24%
HCP
232
Hexagon Capital Partners
Arkansas
$74.7K +$9.4K +262 +14%
GWS
233
Glassman Wealth Services
Virginia
$73.2K +$6.67K +186 +9%
USGIU
234
U.S. Global Investors (USGI)
Texas
$68.3K +$71.8K +2,000 New
FMP
235
Financial Management Professionals
Texas
$62K +$18.6K +519 +40%
EI
236
Ellevest Inc
New York
$55.7K -$20.4K -569 -26%
NFSG
237
Newbridge Financial Services Group
Florida
$52.9K +$34.1K +950 +158%
JAM
238
JCIC Asset Management
Ontario, Canada
$52.2K
Bessemer Group
239
Bessemer Group
New Jersey
$52K +$11.8K +330 +28%
WT
240
Whittier Trust
California
$50.4K
TPCW
241
TD Private Client Wealth
New York
$49.8K -$3.98K -111 -7%
PPC
242
Park Place Capital
Alabama
$45.8K -$215 -6 -0.4%
RI
243
Ridgewood Investments
New Jersey
$42.4K +$44.5K +1,241 New
BWL
244
Bogart Wealth LLC
Virginia
$41.8K
ACA
245
Atlas Capital Advisors
Wyoming
$37.8K
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$37.6K +$29.3K +817 +287%
CCA
247
Column Capital Advisors
Indiana
$34.3K +$10.3K +288 +40%
BWM
248
BerganKDV Wealth Management
Minnesota
$34.1K -$134K -3,721 -79%
BCV
249
Banque Cantonale Vaudoise
Switzerland
$34K
Allspring Global Investments
250
Allspring Global Investments
North Carolina
$33.8K +$35.5K +990 New

HSBC Hedge Fund Activity: Q1 2023 in Review

338 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2023, worth a combined $1.93B — up 43% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HSBC positions and 34 closed out — a net gain of 27 holders — while 130 added to existing stakes and 77 trimmed.

The largest buyer was Bank of America, adding an estimated $78.7M. The largest seller was JP Morgan Chase, cutting an estimated $50.8M.

  • 338 institutional investors held HSBC (HSBC) as of Q1 2023, up from 315 in Q4 2022.
  • Funds reported $1.93B of HSBC stock for Q1 2023, up 43% quarter-over-quarter.
  • 61 funds opened new HSBC positions in Q1 2023 and 34 closed out, a net change of +27 holders.
  • The largest HSBC buyer in Q1 2023 was Bank of America, an estimated $78.7M added.
  • The largest HSBC seller in Q1 2023 was JP Morgan Chase, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2023.