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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: 337 → 364 (+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

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$50.9M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$38.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.4M
5
BlackRock
BlackRock
New York
+$8.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$53.2M
2
Jane Street
Jane Street
New York
-$36M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.31M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.79M
5
Optiver Holding
Optiver Holding
Netherlands
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
326
Oliver Lagore Vanvalin Investment Group
Michigan
$4.28K – – –
MRCM
327
M&R Capital Management
New Jersey
$4.16K – – –
CWC
328
Carolinas Wealth Consulting
North Carolina
$4K -$149 -4 -4%
ADL
329
Asset Dedication LLC
California
$4K – – –
VNA
330
Valley National Advisers
Pennsylvania
$4K – – –
TWM
331
Tradition Wealth Management
Minnesota
$4K +$3.84K +103 New
CAM
332
Chesapeake Asset Management
New York
$3.96K – – –
IHWM
333
Iron Horse Wealth Management
Iowa
$3.96K – – –
PO
334
Private Ocean
California
$3.76K – – –
Federated Hermes
335
Federated Hermes
Pennsylvania
$3.53K -$933 -25 -22%
CSC
336
Caldwell Sutter Capital
California
$3.45K +$3.25K +87 New
FFA
337
Farther Finance Advisors
California
$3.33K – – –
SIS
338
Sound Income Strategies
Florida
$3.29K – – –
TFGT
339
TS Financial Group (TSFG)
Illinois
$3K +$3.06K +82 New
NL
340
NVWM LLC
Pennsylvania
$2.97K +$2.8K +75 New
AIC
341
Archer Investment Corporation
Indiana
$2.68K +$112 +3 +5%
FGAM
342
Financial Gravity Asset Management
Texas
$2.57K +$224 +6 +18%
Axa
343
Axa
France
$2.54K -$933 -25 -28%
AWM
344
Abound Wealth Management
Tennessee
$2.46K +$2.31K +62 New
PP
345
PFS Partners
New Jersey
$2.29K +$112 +3 +5%
FSWA
346
Financial Synergies Wealth Advisors
Texas
$2.22K -$112 -3 -5%
IGWM
347
ICA Group Wealth Management
Colorado
$2.18K – – –
HCM
348
Hollencrest Capital Management
California
$2.14K – – –
NECFA
349
New England Capital Financial Advisors
Connecticut
$1.98K – – –
CFO
350
CVA Family Office
Colorado
$1.94K +$1.83K +49 New
12 13
14
15 16

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.