We are live on ! Find out more

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
ACM
276
Antonetti Capital Management
Florida
$1K
CFB
277
Cullen/Frost Bankers
Texas
$1K
EW
278
Evoke Wealth
California
$1K
FF
279
FourThought Financial
Florida
$1K
KFI
280
Key Financial Inc
Pennsylvania
$1K
RG
281
Retirement Group
California
$1K
TSWM
282
Tyler-Stone Wealth Management
Ohio
$1K
FCB
283
First Command Bank
Texas
$1K +$487 +15 +750%
FCFS
284
First Command Financial Services
Texas
$1K +$487 +15 +750%
TWP
285
TFO Wealth Partners
Ohio
$1K +$941 +29 New
FSWA
286
Financial Synergies Wealth Advisors
Texas
$752 +$746 +23 New
BIM
287
Baldwin Investment Management
Pennsylvania
$243 -$4.9K -151 -2%
Citadel Advisors
288
Citadel Advisors
Florida
-$38.9M -1,198,586 Closed
LP
289
LMR Partners
United Kingdom
-$28.6M -826,067 Closed
Ensign Peak Advisors
290
Ensign Peak Advisors
Utah
-$15.3M -446,413 Closed
CHP
291
Castle Hook Partners
New York
-$10.5M -305,810 Closed
CFM
292
Capricorn Fund Managers
United Kingdom
-$8.73M -255,228 Closed
Marshall Wace
293
Marshall Wace
United Kingdom
-$6.65M -194,407 Closed
AWA
294
Aaron Wealth Advisors
Illinois
-$4.9M -167,609 Closed
SC
295
Scotia Capital
Ontario, Canada
-$3.43M -100,204 Closed
Group One Trading
296
Group One Trading
Illinois
-$2.1M -64,595 Closed
CL
297
CSS LLC
Illinois
-$1.52M -44,500 Closed
SEC
298
Seven Eight Capital
New York
-$1.16M -33,799 Closed
BCM
299
Bayesian Capital Management
New York
-$850K -24,832 Closed
EVM
300
Eaton Vance Management
Massachusetts
-$737K -21,541 Closed

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.