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HSBC
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
RI
401
Ridgewood Investments
New Jersey
– -$40.9K -1,033 Closed
TAM
402
Tucker Asset Management
Colorado
– -$31.7K -800 Closed
WP
403
WealthPLAN Partners
Nebraska
– -$15.5K -392 Closed
FMTCOCP
404
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$9K -234 Closed
BG
405
Bollard Group
Massachusetts
– -$8K -201 Closed
CWAF
406
Core Wealth Advisors (Florida)
Florida
– -$5.94K -150 Closed
FCG
407
Financial Connections Group
California
– -$5K -143 Closed
NL
408
NVWM LLC
Pennsylvania
– -$2.97K -75 Closed
PP
409
PFS Partners
New Jersey
– -$2.29K -58 Closed
IGWM
410
ICA Group Wealth Management
Colorado
– -$2.18K -55 Closed
CFO
411
CVA Family Office
Colorado
– -$1.94K -49 Closed
BWM
412
Baystate Wealth Management
Massachusetts
– -$1.81K -45 Closed
FGAM
413
Financial Gravity Asset Management
Texas
– -$2.57K -40 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.