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291 hedge funds and large institutions have $1.66B invested in HSBC in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 67

0.02% more ownership

Funds ownership: 0.25%0.26% (+0.02%)

1% less call options, than puts

Call options by funds: $245M | Put options by funds: $248M

3% less capital invested

Capital invested by funds: $1.7B → $1.66B (-$43M)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

1% less funds holding

Funds holding: 295291 (-4)

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
112
Reduced
67
Closed
39
Calls
$245M
Puts
$248M
Net Calls
-$2.6M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
251
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K
CFN
252
Cordasco Financial Network
Florida
$5K
DSC
253
Duncker Streett & Co
Missouri
$5K
PP
254
PrairieView Partners
Minnesota
$5K
PWMG
255
Prestige Wealth Management Group
New Jersey
$5K
TF
256
TimeScale Financial
Massachusetts
$5K
FHA
257
First Horizon Advisors
Tennessee
$5K +$3.79K +117 +239%
AWM
258
Accel Wealth Management
Iowa
$4K
FCG
259
Financial Connections Group
California
$4K
LWP
260
Laurel Wealth Planning
Minnesota
$4K
WTC
261
WhitTier Trust Company
Nevada
$4K
AWM
262
Avior Wealth Management
Nebraska
$4K +$227 +7 +5%
FCA
263
FinTrust Capital Advisors
South Carolina
$4K +$4.31K +133 New
TPCW
264
TD Private Client Wealth
New York
$3.43K -$28.7K -884 -89%
Federated Hermes
265
Federated Hermes
Pennsylvania
$3K
IHWM
266
Iron Horse Wealth Management
Iowa
$3K
TIM
267
Tortoise Investment Management
New York
$3K
VNA
268
Valley National Advisers
Pennsylvania
$3K
TCOV
269
Trust Company of Vermont
Vermont
$3K +$3.24K +100 New
BLC
270
Brown, Lisle/Cummings
Rhode Island
$2.19K
AIC
271
Archer Investment Corporation
Indiana
$2.08K -$130 -4 -6%
DWP
272
Destiny Wealth Partners
Florida
$2K -$973 -30 -30%
EWM
273
Endurance Wealth Management
Rhode Island
$2K
PP
274
PFS Partners
New Jersey
$1.78K +$32 +1 +2%
AAP
275
Arax Advisory Partners
Colorado
$1K -$2.89K -89 -78%

HSBC Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2022, worth a combined $1.66B — down 2.5% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of HSBC and 38 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 112 added.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Citadel Advisors, exiting entirely with an estimated $38.9M sold.

  • 291 institutional investors held HSBC (HSBC) as of Q2 2022, down from 295 in Q1 2022.
  • Funds reported $1.66B of HSBC stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 38 funds opened new HSBC positions in Q2 2022 and 39 closed out, a net change of -1 holder.
  • The largest HSBC buyer in Q2 2022 was Morgan Stanley, an estimated $134M added.
  • The largest HSBC seller in Q2 2022 was Citadel Advisors, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2022.