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HSBC
HSBC

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: 337 → 364 (+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

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$50.9M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$38.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.4M
5
BlackRock
BlackRock
New York
+$8.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$53.2M
2
Jane Street
Jane Street
New York
-$36M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.31M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.79M
5
Optiver Holding
Optiver Holding
Netherlands
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
26
Meritage Portfolio Management
Kansas
$9.24M -$425K -11,383 -5%
RG
27
Renaissance Group
Kentucky
$6.82M -$1.02M -27,453 -14%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$6.69M -$303K -8,108 -5%
AAIM
29
American Assets Investment Management
California
$6.61M – – –
JP Morgan Chase
30
JP Morgan Chase
New York
$6.15M +$1.05M +28,076 +22%
HAI
31
Hennessy Advisors Inc
California
$6.11M -$325K -8,700 -5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$5.88M +$2.41M +64,521 +77%
UBS Group
33
UBS Group
Switzerland
$5.81M +$199K +5,339 +4%
SFI
34
Susquehanna Fundamental Investments
Pennsylvania
$5.55M – – –
Creative Planning
35
Creative Planning
Kansas
$5.48M +$1.6M +42,813 +45%
HighTower Advisors
36
HighTower Advisors
Illinois
$4.9M +$2.82M +75,591 +157%
Mariner
37
Mariner
Kansas
$4.82M +$706K +18,910 +18%
M&T Bank
38
M&T Bank
New York
$4.64M +$97K +2,599 +2%
APG Asset Management
39
APG Asset Management
Netherlands
$4.47M +$4.59M +123,000 New
TWI
40
Thomas White International
Illinois
$4.43M -$3.62K -97 -0.1%
Osaic Holdings
41
Osaic Holdings
Arizona
$4.42M +$1.75M +46,831 +72%
BCI
42
Brinker Capital Investments
Pennsylvania
$4.3M -$57.7K -1,546 -1%
OPS
43
Orion Portfolio Solutions
Nebraska
$4.3M -$57.7K -1,546 -1%
RFC
44
Regions Financial Corp
Alabama
$4.29M +$46.8K +1,254 +1%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$4.26M +$575K +15,398 +17%
MHP
46
Manatuck Hill Partners
Connecticut
$4.26M – – –
SGI
47
Summit Global Investments
Utah
$4.16M +$55.2K +1,480 +1%
US Bancorp
48
US Bancorp
Minnesota
$4.01M +$346K +9,271 +10%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$3.68M +$2.87M +76,770 +479%
CCA
50
Catalyst Capital Advisors
New York
$3.13M +$588K +15,750 +25%
1
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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.