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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
EDRH
251
Edmond de Rothschild Holding
Switzerland
$31K
IA
252
IFP Advisors
Florida
$29.6K -$294K -8,192 -93%
BAAM
253
Baker Avenue Asset Management
California
$29.4K +$1.69K +47 +6%
HDIM
254
Hanson & Doremus Investment Management
Vermont
$28K
TAM
255
Tucker Asset Management
Colorado
$27.3K +$28.7K +800 New
BNP Paribas Financial Markets
256
BNP Paribas Financial Markets
France
$26.8K -$24K -669 -46%
AF
257
Allworth Financial
California
$25.8K +$6.96K +194 +34%
HWA
258
HHM Wealth Advisors
Tennessee
$25.6K +$3.91K +109 +17%
SSC
259
Syverson Strege & Co
Iowa
$25.5K +$26.8K +748 New
JWA
260
JFS Wealth Advisors
Pennsylvania
$24.3K +$1.69K +47 +7%
MA
261
MCF Advisors
Kentucky
$23.5K +$24.7K +688 New
MIA
262
Milestone Investment Advisors
Wisconsin
$22.9K +$24.1K +671 New
HFS
263
Hantz Financial Services
Michigan
$20K +$1.79K +50 +9%
BWAM
264
Boyd Watterson Asset Management
Ohio
$17.9K
TIM
265
Tortoise Investment Management
New York
$14.8K
RWML
266
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14.6K
ST
267
Sageworth Trust
Pennsylvania
$13.8K +$13K +361 +860%
WP
268
WealthPLAN Partners
Nebraska
$13.4K +$14.1K +392 New
FHA
269
First Horizon Advisors
Tennessee
$12.4K +$2.08K +58 +19%
ST
270
Smithfield Trust
Pennsylvania
$12K +$12.9K +359 New
SC
271
Schubert & Co
Texas
$11.7K +$395 +11 +3%
AP
272
Arlington Partners
Alabama
$11.4K
Simplex Trading
273
Simplex Trading
Illinois
$10K +$10.8K +300 New
CSPIA
274
Cary Street Partners Investment Advisory
Virginia
$9.63K
Macquarie Group
275
Macquarie Group
Australia
$9K -$4.67K -130 -32%

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.