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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
GRP
251
Global Retirement Partners
California
$110K +$9.89K +265 +11%
HI
252
Hoey Investments
Pennsylvania
$103K
HCP
253
Hexagon Capital Partners
Arkansas
$96.5K +$9.26K +248 +11%
GWS
254
Glassman Wealth Services
Virginia
$91K +$5.71K +153 +7%
GBT
255
Grove Bank & Trust
Florida
$88.4K -$224 -6 -0.3%
BTI
256
Blue Trust Inc
Georgia
$77K -$56.5K -1,515 -40%
Bessemer Group
257
Bessemer Group
New Jersey
$74K +$12.6K +338 +22%
SWM
258
Spire Wealth Management
Virginia
$73.2K -$22.4K -600 -25%
NA
259
NewEdge Advisors
Louisiana
$66.9K +$60.1K +1,610 +2,038%
Allspring Global Investments
260
Allspring Global Investments
North Carolina
$65.5K +$24.7K +663 +67%
JAM
261
JCIC Asset Management
Ontario, Canada
$60.6K
TPCW
262
TD Private Client Wealth
New York
$60.4K +$2.39K +64 +4%
WT
263
Whittier Trust
California
$53.1K -$5.08K -136 -9%
NFSG
264
Newbridge Financial Services Group
Florida
$51.5K -$9.33K -250 -16%
BWL
265
Bogart Wealth LLC
Virginia
$44.8K -$3.51K -94 -8%
ACA
266
Atlas Capital Advisors
Wyoming
$43.9K
TRCT
267
Tower Research Capital (TRC)
New York
$43.2K +$40.4K +1,083 +15,471%
RI
268
Ridgewood Investments
New Jersey
$40.9K -$7.76K -208 -17%
IA
269
IFP Advisors
Florida
$40.7K +$15.9K +427 +71%
BCV
270
Banque Cantonale Vaudoise
Switzerland
$40K
CCA
271
Column Capital Advisors
Indiana
$39.9K
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$39.1K -$4.33K -116 -11%
FMP
273
Financial Management Professionals
Texas
$38K -$32.3K -865 -47%
EDRH
274
Edmond de Rothschild Holding
Switzerland
$35.9K
JWA
275
JFS Wealth Advisors
Pennsylvania
$34.3K +$5.75K +154 +22%

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.