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411 hedge funds and large institutions have $2.52B invested in HSBC in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 142 increasing their positions, 119 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 32

19% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 119

10% more funds holding

Funds holding: 374 → 411 (+37)

9% more capital invested

Capital invested by funds: $2.31B → $2.52B (+$211M)

0.02% more ownership

Funds ownership: 0.3% → 0.32% (+0.02%)

2% less call options, than puts

Call options by funds: $293M | Put options by funds: $300M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
411
Holders Change
+37
Holders Change %
+9.89%
% of All Funds
5.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
75
Increased
142
Reduced
119
Closed
32
Calls
$293M
Puts
$300M
Net Calls
-$6.94M
Net Calls Change
+$74.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$156M
2
Goldman Sachs
Goldman Sachs
New York
+$24.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$17.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$14.6M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$13.3M

Top Sellers

1
Jane Street
Jane Street
New York
-$56.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$30.6M
3
Lazard Asset Management
Lazard Asset Management
New York
-$25.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.81M
5
Ameriprise
Ameriprise
Minnesota
-$7.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
426
Maverick Capital
Texas
– -$208K -5,276 Closed
CA
427
Cetera Advisors
Colorado
– -$208K -5,264 Closed
Credit Agricole
428
Credit Agricole
France
– -$98.7K -2,500 Closed
SSG
429
Summit Securities Group
New York
– -$58K -1,462 Closed
BAAM
430
Baker Avenue Asset Management
California
– -$32.1K -813 Closed
MIA
431
Milestone Investment Advisors
Wisconsin
– -$26.5K -671 Closed
M
432
MOTCO
Texas
– -$13.4K -340 Closed
SCA
433
Stonebridge Capital Advisors
Minnesota
– -$13.2K -335 Closed
CSPIA
434
Cary Street Partners Investment Advisory
Virginia
– -$11.1K -282 Closed
HT
435
Headlands Technologies
Illinois
– -$11K -280 Closed
WT
436
Washington Trust
Rhode Island
– -$10.3K -262 Closed
QP
437
Quilter Plc
United Kingdom
– -$280K -230 Closed
TWM
438
Tradition Wealth Management
Minnesota
– -$4K -103 Closed
TFGT
439
TS Financial Group (TSFG)
Illinois
– -$3K -82 Closed
PCTC
440
Perkins Coie Trust Company
Washington
– -$2.13K -54 Closed
CAL
441
Capital Analysts LLC
Pennsylvania
– -$1K -24 Closed
AAP
442
Arax Advisory Partners
Colorado
– -$790 -20 Closed
FRA
443
Front Row Advisors
California
– -$513 -13 Closed
14 15 16 17
18

HSBC Hedge Fund Activity: Q4 2023 in Review

411 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2023, worth a combined $2.52B — up 9.2% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HSBC positions and 32 closed out — a net gain of 43 holders — while 142 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $156M. The largest seller was Jane Street, cutting an estimated $56.2M.

  • 411 institutional investors held HSBC (HSBC) as of Q4 2023, up from 374 in Q3 2023.
  • Funds reported $2.52B of HSBC stock for Q4 2023, up 9.2% quarter-over-quarter.
  • 75 funds opened new HSBC positions in Q4 2023 and 32 closed out, a net change of +43 holders.
  • The largest HSBC buyer in Q4 2023 was Morgan Stanley, an estimated $156M added.
  • The largest HSBC seller in Q4 2023 was Jane Street, an estimated $56.2M sold.

Based on aggregated 13F filings for Q4 2023.