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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
BC
276
Bartlett & Co
Ohio
$9K
BCWM
277
Bartlett & Co Wealth Management
Ohio
$8.96K
WT
278
Washington Trust
Rhode Island
$8.91K +$3.16K +88 +51%
EWA
279
EverSource Wealth Advisors
Alabama
$8.4K -$7.07K -197 -44%
FMTCOCP
280
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
PMFA
281
Plante Moran Financial Advisors
Michigan
$7.47K
EBA
282
Eagle Bay Advisors
New York
$7.3K +$2.58K +72 +51%
CBT
283
CoreFirst Bank & Trust
Kansas
$7.24K
BBHC
284
Brown Brothers Harriman & Co
New York
$7.1K
HI
285
Harbour Investments
Wisconsin
$7.09K -$72 -2 -1%
TF
286
TimeScale Financial
Massachusetts
$5.56K
CIA
287
Cape Investment Advisory
Georgia
$5.43K +$5.71K +159 New
RFG
288
RFP Financial Group
Georgia
$5.36K
FCA
289
FinTrust Capital Advisors
South Carolina
$5.24K
BWP
290
Baldwin Wealth Partners
Massachusetts
$5.12K
DSC
291
Duncker Streett & Co
Missouri
$5.05K
PWMG
292
Prestige Wealth Management Group
New Jersey
$5.05K
BCMLT
293
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.81K
LFG
294
Larson Financial Group
Missouri
$4.5K +$4.74K +132 New
AWM
295
Accel Wealth Management
Iowa
$4.47K
AAP
296
Arax Advisory Partners
Colorado
$4.16K +$3.34K +93 +321%
JWM
297
Janiczek Wealth Management
Colorado
$4.07K
FCG
298
Financial Connections Group
California
$4K
PP
299
PrairieView Partners
Minnesota
$4K
VNA
300
Valley National Advisers
Pennsylvania
$4K

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.