We are live on ! Find out more

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
ST
376
SAL Trading
Pennsylvania
-$392K -10,500 Closed
AC
377
AXQ Capital
New Jersey
-$352K -10,300 Closed
JWCA
378
J.W. Cole Advisors
Florida
-$342K -10,034 Closed
VF
379
Virtu Financial
New York
-$287K -8,404 Closed
Wolverine Trading
380
Wolverine Trading
Illinois
-$282K -8,231 Closed
ANTB
381
AMG National Trust Bank
Colorado
-$263K -7,709 Closed
SPP
382
Single Point Partners
Massachusetts
-$263K -7,709 Closed
ASN
383
Advisory Services Network
Georgia
-$144K -4,212 Closed
BAM
384
Belpointe Asset Management
Nevada
-$91.5K -2,681 Closed
EI
385
Ellevest Inc
New York
-$55.7K -1,632 Closed
BWM
386
BerganKDV Wealth Management
Minnesota
-$34.1K -1,000 Closed
SSC
387
Syverson Strege & Co
Iowa
-$25.5K -748 Closed
MIA
388
Milestone Investment Advisors
Wisconsin
-$22.9K -671 Closed
HFS
389
Hantz Financial Services
Michigan
-$20K -583 Closed
ST
390
Sageworth Trust
Pennsylvania
-$13.8K -403 Closed
SC
391
Schubert & Co
Texas
-$11.7K -344 Closed
Simplex Trading
392
Simplex Trading
Illinois
-$11.2K -300 Closed
BBHC
393
Brown Brothers Harriman & Co
New York
-$7.1K -208 Closed
AWM
394
Accel Wealth Management
Iowa
-$4.47K -131 Closed
TCWA
395
Ten Capital Wealth Advisors
Washington
-$3.41K -100 Closed
FMII
396
Farmers & Merchants Investments Inc
Nebraska
-$1.98K -58 Closed
FCA
397
Fortis Capital Advisors
Kansas
-$1.6K -47 Closed
AAS
398
Ameritas Advisory Services
Nebraska
-$1.15K -34 Closed
GGI
399
Godsey & Gibb Inc
Virginia
-$35 -1 Closed

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.