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291 hedge funds and large institutions have $1.66B invested in HSBC in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 67

0.02% more ownership

Funds ownership: 0.25%0.26% (+0.02%)

1% less call options, than puts

Call options by funds: $245M | Put options by funds: $248M

3% less capital invested

Capital invested by funds: $1.7B → $1.66B (-$43M)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

1% less funds holding

Funds holding: 295291 (-4)

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
112
Reduced
67
Closed
39
Calls
$245M
Puts
$248M
Net Calls
-$2.6M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
51
Laird Norton Wetherby Wealth Management
California
$1.95M +$293K +9,047 +18%
FTDI
52
First Trust Direct Indexing
Massachusetts
$1.77M +$160K +4,941 +10%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.66M +$73.3K +2,259 +5%
EI
54
Ethic Inc
New York
$1.63M -$1.31M -40,433 -45%
VPIM
55
Vanguard Personalized Indexing Management
California
$1.54M +$323K +9,949 +27%
Barclays
56
Barclays
United Kingdom
$1.4M -$200K -6,163 -13%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.36M +$24.8K +763 +2%
EARNEST Partners
58
EARNEST Partners
Georgia
$1.3M +$17.1K +526 +1%
AWM
59
Altium Wealth Management
New York
$1.23M +$263K +8,123 +28%
Osaic Holdings
60
Osaic Holdings
Arizona
$1.21M +$159K +4,908 +15%
CNFG
61
Creegan & Nassoura Financial Group
New Hampshire
$1.18M -$17.8K -550 -1%
QI
62
Qtron Investments
Massachusetts
$1.18M +$511K +15,749 +77%
LFAS
63
Level Four Advisory Services
Texas
$1.17M -$148K -4,549 -11%
OC
64
Oppenheimer & Co
New York
$1.16M -$3.96K -122 -0.3%
S
65
SignatureFD
Georgia
$1.16M +$196K +6,035 +21%
NW
66
Naviter Wealth
Arkansas
$1.15M +$1.14M +35,240 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.15M +$77.8K +2,399 +7%
RWM
68
Ritholtz Wealth Management
New York
$1.13M +$126K +3,876 +13%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.11M +$55.3K +1,706 +5%
SEI Investments
70
SEI Investments
Pennsylvania
$1.11M +$189K +5,818 +21%
Mariner
71
Mariner
Kansas
$1.09M +$451K +13,910 +72%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.09M +$749K +23,092 +226%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1.08M -$14K -431 -1%
PFO
74
Pathstone Family Office
New Jersey
$1.06M +$30.7K +947 +3%
LPL Financial
75
LPL Financial
California
$1.01M +$21.7K +670 +2%

HSBC Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2022, worth a combined $1.66B — down 2.5% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of HSBC and 38 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 112 added.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Citadel Advisors, exiting entirely with an estimated $38.9M sold.

  • 291 institutional investors held HSBC (HSBC) as of Q2 2022, down from 295 in Q1 2022.
  • Funds reported $1.66B of HSBC stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 38 funds opened new HSBC positions in Q2 2022 and 39 closed out, a net change of -1 holder.
  • The largest HSBC buyer in Q2 2022 was Morgan Stanley, an estimated $134M added.
  • The largest HSBC seller in Q2 2022 was Citadel Advisors, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2022.