We are live on ! Find out more
HSBC icon

HSBC
HSBC

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
BWM
351
Baystate Wealth Management
Massachusetts
$1.81K – – –
GI
352
Gradient Investments
Minnesota
$1.74K +$1.64K +44 New
Kayne Anderson Rudnick Investment Management
353
Kayne Anderson Rudnick Investment Management
California
$1.58K +$1.49K +40 New
ACM
354
Antonetti Capital Management
Florida
$1.54K – – –
KFI
355
Key Financial Inc
Pennsylvania
$1.54K – – –
CFB
356
Cullen/Frost Bankers
Texas
$1.09K – – –
FRA
357
Front Row Advisors
California
$1K – – –
TSWM
358
Tyler-Stone Wealth Management
Ohio
$1K +$1.16K +31 New
AAP
359
Arax Advisory Partners
Colorado
$793 -$3.81K -102 -84%
LFA
360
Level Financial Advisors
New York
$792 – – –
WOSD
361
WFA of San Diego
California
$555 +$523 +14 New
M
362
MOTCO
Texas
$515 +$485 +13 New
MIM
363
Macroview Investment Management
Maryland
$80 – – –
Norges Bank
364
Norges Bank
Norway
– -$53.2M -1,560,000 Closed
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
– -$6.31M -184,996 Closed
Optiver Holding
366
Optiver Holding
Netherlands
– -$5.21M -139,617 Closed
Voloridge Investment Management
367
Voloridge Investment Management
Florida
– -$3.68M -107,830 Closed
BCM
368
Bayesian Capital Management
New York
– -$2.08M -61,000 Closed
FC
369
FORA Capital
Florida
– -$1.78M -52,160 Closed
Millennium Management
370
Millennium Management
New York
– -$1.82M -48,663 Closed
YIH
371
Y-Intercept (HK)
Hong Kong
– -$1.29M -37,759 Closed
MFG
372
Merit Financial Group
Georgia
– -$935K -27,407 Closed
ECM
373
ExodusPoint Capital Management
New York
– -$837K -24,519 Closed
BIP
374
Blueprint Investment Partners
North Carolina
– -$459K -13,439 Closed
DS
375
DRW Securities
Illinois
– -$432K -12,650 Closed
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.