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HSBC

374 hedge funds and large institutions have $2.31B invested in HSBC in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

3% more funds holding

Funds holding: 364 → 374 (+10)

0% less ownership

Funds ownership: 0.3% → 0.3% (-0%)

2% less capital invested

Capital invested by funds: $2.35B → $2.31B (-$43.7M)

24% less call options, than puts

Call options by funds: $252M | Put options by funds: $333M

Holders
374
Holders Change
+10
Holders Change %
+2.75%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
136
Reduced
86
Closed
39
Calls
$252M
Puts
$333M
Net Calls
-$81.6M
Net Calls Change
-$108M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$26.9M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$20.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11M
4
Bank of America
Bank of America
North Carolina
+$9.76M
5
CGH
Crossmark Global Holdings
Texas
+$9.25M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$83M
2
Lazard Asset Management
Lazard Asset Management
New York
-$58.8M
3
Goldman Sachs
Goldman Sachs
New York
-$20M
4
Renaissance Technologies
Renaissance Technologies
New York
-$10.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
351
Archer Investment Corporation
Indiana
$2.7K – – –
BCM
352
Bourgeon Capital Management
Connecticut
$2.6K +$2.6K +66 New
Axa
353
Axa
France
$2.52K – – –
AWM
354
Abound Wealth Management
Tennessee
$2.45K – – –
FSWA
355
Financial Synergies Wealth Advisors
Texas
$2.21K – – –
HCM
356
Hollencrest Capital Management
California
$2.13K – – –
PCTC
357
Perkins Coie Trust Company
Washington
$2.13K +$2.13K +54 New
HBW
358
Hazlett, Burt & Watson
West Virginia
$2K +$1.81K +46 New
NECFA
359
New England Capital Financial Advisors
Connecticut
$1.97K – – –
GI
360
Gradient Investments
Minnesota
$1.74K – – –
Kayne Anderson Rudnick Investment Management
361
Kayne Anderson Rudnick Investment Management
California
$1.58K – – –
ACM
362
Antonetti Capital Management
Florida
$1.54K – – –
KFI
363
Key Financial Inc
Pennsylvania
$1.54K – – –
Jones Financial Companies
364
Jones Financial Companies
Missouri
$1.5K +$1.5K +38 New
CFB
365
Cullen/Frost Bankers
Texas
$1.09K – – –
TSWM
366
Tyler-Stone Wealth Management
Ohio
$1K – – –
CAL
367
Capital Analysts LLC
Pennsylvania
$1K +$946 +24 New
AAP
368
Arax Advisory Partners
Colorado
$790 – – –
LFA
369
Level Financial Advisors
New York
$789 – – –
WOSD
370
WFA of San Diego
California
$553 – – –
FRA
371
Front Row Advisors
California
$513 – – –
Toronto Dominion Bank
372
Toronto Dominion Bank
Ontario, Canada
$474 – – –
CPG
373
Cornerstone Planning Group
New Jersey
$237 +$236 +6 New
MIM
374
Macroview Investment Management
Maryland
$79 – – –
BBL
375
Beck Bode LLC
Massachusetts
– -$2.87M -72,711 Closed
13 14
15
16 17

HSBC Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2023, worth a combined $2.31B — down 1.9% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HSBC positions and 39 closed out — a net gain of 12 holders — while 136 added to existing stakes and 86 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $26.9M. The largest seller was Jane Street, cutting an estimated $83M.

  • 374 institutional investors held HSBC (HSBC) as of Q3 2023, up from 364 in Q2 2023.
  • Funds reported $2.31B of HSBC stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 51 funds opened new HSBC positions in Q3 2023 and 39 closed out, a net change of +12 holders.
  • The largest HSBC buyer in Q3 2023 was Arrowstreet Capital, an estimated $26.9M added.
  • The largest HSBC seller in Q3 2023 was Jane Street, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2023.