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364 hedge funds and large institutions have $2.35B invested in HSBC in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 142 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 79

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

22% more capital invested

Capital invested by funds: $1.93B → $2.35B (+$422M)

14% more call options, than puts

Call options by funds: $214M | Put options by funds: $187M

8% more funds holding

Funds holding: 337364 (+27)

0.02% more ownership

Funds ownership: 0.28%0.3% (+0.02%)

Holders
364
Holders Change
+27
Holders Change %
+8.01%
% of All Funds
5.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
64
Increased
142
Reduced
79
Closed
36
Calls
$214M
Puts
$187M
Net Calls
+$26.5M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
FDx Advisors
Illinois
$235K +$222K +5,941 New
FRM
227
Fox Run Management
Connecticut
$233K +$219K +5,881 New
GWM
228
Geneos Wealth Management
Colorado
$233K +$11.2K +300 +5%
LC
229
Lindbrook Capital
California
$229K -$4.37K -117 -2%
WA
230
WealthTrust Axiom
Pennsylvania
$226K +$213K +5,705 New
LCGC
231
Legacy Capital Group California
California
$225K +$212K +5,673 New
B
232
Bailard
California
$224K -$82.8K -2,219 -28%
KAS
233
Kestra Advisory Services
Texas
$224K +$211K +5,646 New
CWM
234
Cornerstone Wealth Management
Missouri
$223K +$210K +5,628 New
RG
235
Rathbones Group
United Kingdom
$222K +$209K +5,600 New
WPC
236
Waters Parkerson & Co
Louisiana
$218K +$205K +5,500 New
KeyBank National Association
237
KeyBank National Association
Ohio
$216K +$203K +5,448 New
SCA
238
Snowden Capital Advisors
New York
$216K +$203K +5,446 New
S
239
SimplyRich
California
$209K +$198K +5,295 New
SC
240
Scotia Capital
Ontario, Canada
$205K +$193K +5,183 New
SC
241
Savant Capital
Illinois
$205K +$193K +5,165 New
AAM
242
Augustine Asset Management
Florida
$202K +$191K +5,110 New
TYCC
243
Texas Yale Capital Corp
Florida
$200K +$188K +5,050 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$153K +$20.1K +538 +16%
SPIA
245
Steward Partners Investment Advisory
New York
$152K
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$145K +$4.52K +121 +3%
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K -$411 -11 -0.3%
ELC
248
Edgar Lomax Company
Virginia
$122K
MHR
249
Matthew Hamilton Rosenberg
$120K
UB
250
UMB Bank
Missouri
$111K +$933 +25 +0.9%

HSBC Hedge Fund Activity: Q2 2023 in Review

364 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2023, worth a combined $2.35B — up 22% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HSBC positions and 36 closed out — a net gain of 28 holders — while 142 added to existing stakes and 79 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $50.9M. The largest seller was Norges Bank, exiting entirely with an estimated $53.2M sold.

  • 364 institutional investors held HSBC (HSBC) as of Q2 2023, up from 337 in Q1 2023.
  • Funds reported $2.35B of HSBC stock for Q2 2023, up 22% quarter-over-quarter.
  • 64 funds opened new HSBC positions in Q2 2023 and 36 closed out, a net change of +28 holders.
  • The largest HSBC buyer in Q2 2023 was Lazard Asset Management, an estimated $50.9M added.
  • The largest HSBC seller in Q2 2023 was Norges Bank, an estimated $53.2M sold.

Based on aggregated 13F filings for Q2 2023.