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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
EWA
276
EverSource Wealth Advisors
Alabama
$32.3K +$21.3K +570 +232%
BAAM
277
Baker Avenue Asset Management
California
$32.2K -$1.75K -47 -5%
HDIM
278
Hanson & Doremus Investment Management
Vermont
$32K
TAM
279
Tucker Asset Management
Colorado
$31.7K
HWA
280
HHM Wealth Advisors
Tennessee
$29.8K
AF
281
Allworth Financial
California
$28.4K -$1.53K -41 -5%
MA
282
MCF Advisors
Kentucky
$27.3K
BFEC
283
Benjamin F. Edwards & Company
Missouri
$27K +$25.3K +677 New
HPC
284
HM Payson & Co
Maine
$22K +$20.8K +556 New
BWAM
285
Boyd Watterson Asset Management
Ohio
$20.7K
MCM
286
Manchester Capital Management
Vermont
$19.8K +$18.6K +499 New
ST
287
Smithfield Trust
Pennsylvania
$19K +$5.26K +141 +39%
TIM
288
Tortoise Investment Management
New York
$17.2K
SVCP
289
Silicon Valley Capital Partners
California
$15.6K +$14.7K +394 New
WP
290
WealthPLAN Partners
Nebraska
$15.5K
GKIM
291
GW&K Investment Management
Massachusetts
$15K +$14.6K +391 New
FHA
292
First Horizon Advisors
Tennessee
$14.6K +$149 +4 +1%
PPC
293
Park Place Capital
Alabama
$14.5K -$36.4K -975 -73%
Nisa Investment Advisors
294
Nisa Investment Advisors
Missouri
$14.2K +$13.4K +358 New
AP
295
Arlington Partners
Alabama
$13.3K
CG
296
Cutler Group
California
$13K -$294K -7,870 -96%
CSPIA
297
Cary Street Partners Investment Advisory
Virginia
$11.2K
Macquarie Group
298
Macquarie Group
Australia
$11K -$37 -1 -0.4%
HI
299
Harbour Investments
Wisconsin
$10.5K +$2.17K +58 +28%
WT
300
Washington Trust
Rhode Island
$10.2K -$149 -4 -2%

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.