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338 hedge funds and large institutions have $1.93B invested in HSBC in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 130 increasing their positions, 77 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

69% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 77

43% more capital invested

Capital invested by funds: $1.35B → $1.93B (+$580M)

42% more call options, than puts

Call options by funds: $232M | Put options by funds: $163M

7% more funds holding

Funds holding: 315338 (+23)

0.02% more ownership

Funds ownership: 0.27%0.28% (+0.02%)

Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
5.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
61
Increased
130
Reduced
77
Closed
34
Calls
$232M
Puts
$163M
Net Calls
+$68.8M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.63M +$2.85M +79,500 +55%
RG
27
Renaissance Group
Kentucky
$6.82M -$31.3K -872 -0.4%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$6.31M +$6.64M +184,996 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$6.04M +$1.83M +51,007 +41%
AAIM
30
American Assets Investment Management
California
$5.7M
HAI
31
Hennessy Advisors Inc
California
$5.56M +$5.85M +162,900 New
UBS Group
32
UBS Group
Switzerland
$4.82M +$2.34M +65,074 +85%
SFI
33
Susquehanna Fundamental Investments
Pennsylvania
$4.78M
Optiver Holding
34
Optiver Holding
Netherlands
$4.77M -$8.66M -241,340 -63%
CSS
35
Cubist Systematic Strategies
Connecticut
$4.58M +$3.06M +85,354 +175%
JP Morgan Chase
36
JP Morgan Chase
New York
$4.34M -$50.8M -1,415,786 -92%
M&T Bank
37
M&T Bank
New York
$3.91M +$131K +3,642 +3%
TWI
38
Thomas White International
Illinois
$3.82M +$1.88M +52,371 +88%
BCI
39
Brinker Capital Investments
Pennsylvania
$3.75M +$1.4M +38,982 +55%
OPS
40
Orion Portfolio Solutions
Nebraska
$3.75M +$3.95M +109,976 New
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$3.68M -$21.9M -611,481 -85%
MHP
42
Manatuck Hill Partners
Connecticut
$3.67M
RFC
43
Regions Financial Corp
Alabama
$3.65M +$1.06M +29,648 +38%
SGI
44
Summit Global Investments
Utah
$3.53M +$719K +20,033 +24%
Mariner
45
Mariner
Kansas
$3.51M +$1.02M +28,533 +38%
Creative Planning
46
Creative Planning
Kansas
$3.26M +$121K +3,358 +4%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$3.15M +$717K +19,981 +28%
US Bancorp
48
US Bancorp
Minnesota
$3.14M +$174K +4,836 +6%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$2.98M +$1.39M +38,600 +79%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$2.88M -$15.7M -436,728 -84%

HSBC Hedge Fund Activity: Q1 2023 in Review

338 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2023, worth a combined $1.93B — up 43% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HSBC positions and 34 closed out — a net gain of 27 holders — while 130 added to existing stakes and 77 trimmed.

The largest buyer was Bank of America, adding an estimated $78.7M. The largest seller was JP Morgan Chase, cutting an estimated $50.8M.

  • 338 institutional investors held HSBC (HSBC) as of Q1 2023, up from 315 in Q4 2022.
  • Funds reported $1.93B of HSBC stock for Q1 2023, up 43% quarter-over-quarter.
  • 61 funds opened new HSBC positions in Q1 2023 and 34 closed out, a net change of +27 holders.
  • The largest HSBC buyer in Q1 2023 was Bank of America, an estimated $78.7M added.
  • The largest HSBC seller in Q1 2023 was JP Morgan Chase, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2023.