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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
Federated Hermes
301
Federated Hermes
Pennsylvania
$3.89K +$897 +25 +28%
AWM
302
Avior Wealth Management
Nebraska
$3.89K
WTC
303
WhitTier Trust Company
Nevada
$3.75K
CWC
304
Carolinas Wealth Consulting
North Carolina
$3.7K
OLVIG
305
Oliver Lagore Vanvalin Investment Group
Michigan
$3.69K +$3.88K +108 New
MRCM
306
M&R Capital Management
New Jersey
$3.58K
BIA
307
Bell Investment Advisors
California
$3.52K -$2.87K -80 -44%
IHWM
308
Iron Horse Wealth Management
Iowa
$3.41K
TCWA
309
Ten Capital Wealth Advisors
Washington
$3.41K
CAM
310
Chesapeake Asset Management
New York
$3.41K +$3.59K +100 New
PO
311
Private Ocean
California
$3.24K +$3.41K +95 New
Axa
312
Axa
France
$3.04K
ADL
313
Asset Dedication LLC
California
$3K
FFA
314
Farther Finance Advisors
California
$2.87K
SIS
315
Sound Income Strategies
Florida
$2.83K +$2.98K +83 New
NA
316
NewEdge Advisors
Louisiana
$2.7K -$66K -1,840 -96%
AA
317
Addison Advisors
Vermont
$2.49K -$2.91K -81 -53%
AIC
318
Archer Investment Corporation
Indiana
$2.21K
FSWA
319
Financial Synergies Wealth Advisors
Texas
$2.01K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$1.98K +$2.08K +58 New
PP
321
PFS Partners
New Jersey
$1.89K
IGWM
322
ICA Group Wealth Management
Colorado
$1.88K
HCM
323
Hollencrest Capital Management
California
$1.84K
NECFA
324
New England Capital Financial Advisors
Connecticut
$1.71K
FCA
325
Fortis Capital Advisors
Kansas
$1.6K +$1.69K +47 New

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.