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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
BCWM
301
Bartlett & Co Wealth Management
Ohio
$10.1K
BC
302
Bartlett & Co
Ohio
$10K
FMTCOCP
303
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
PMFA
304
Plante Moran Financial Advisors
Michigan
$8.68K
EBA
305
Eagle Bay Advisors
New York
$8.48K
BIA
306
Bell Investment Advisors
California
$8.4K +$4.07K +109 +106%
CBT
307
CoreFirst Bank & Trust
Kansas
$8.4K
CIA
308
Cape Investment Advisory
Georgia
$8.36K +$1.94K +52 +33%
BG
309
Bollard Group
Massachusetts
$8K +$7.5K +201 New
MCI
310
MRP Capital Investments
Georgia
$7.92K +$7.46K +200 New
AA
311
Addison Advisors
Vermont
$6.93K +$3.81K +102 +140%
TF
312
TimeScale Financial
Massachusetts
$6.46K
RFG
313
RFP Financial Group
Georgia
$6.22K
BWP
314
Baldwin Wealth Partners
Massachusetts
$5.94K
CWAF
315
Core Wealth Advisors (Florida)
Florida
$5.94K +$5.6K +150 New
DSC
316
Duncker Streett & Co
Missouri
$5.86K
PWMG
317
Prestige Wealth Management Group
New Jersey
$5.67K
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.59K
FCA
319
FinTrust Capital Advisors
South Carolina
$5.24K
LFG
320
Larson Financial Group
Missouri
$5.23K
AWM
321
Avior Wealth Management
Nebraska
$5.07K +$523 +14 +12%
FCG
322
Financial Connections Group
California
$5K
PP
323
PrairieView Partners
Minnesota
$5K
JWM
324
Janiczek Wealth Management
Colorado
$4.44K
WTC
325
WhitTier Trust Company
Nevada
$4.36K

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.