We are live on ! Find out more
HSBC icon

HSBC
HSBC

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: 315 → 338 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$78.7M
2
Morgan Stanley
Morgan Stanley
New York
+$71.8M
3
Lazard Asset Management
Lazard Asset Management
New York
+$51.7M
4
Goldman Sachs
Goldman Sachs
New York
+$30.4M
5
CPC
Cookson Peirce & Co
Pennsylvania
+$16.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$50.8M
2
Jane Street
Jane Street
New York
-$39.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$31.5M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$21.9M
5
Norges Bank
Norges Bank
Norway
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBL
51
Beck Bode LLC
Massachusetts
$2.6M +$2.73M +76,153 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.55M +$1.05M +29,337 +65%
OPA
53
Old Port Advisors
Maine
$2.53M +$9.29K +259 +0.4%
API
54
Advisor Partners II
California
$2.37M +$304K +8,466 +14%
YCM
55
Yousif Capital Management
Michigan
$2.29M +$8.61K +240 +0.4%
Osaic Holdings
56
Osaic Holdings
Arizona
$2.21M +$412K +11,493 +22%
LPL Financial
57
LPL Financial
California
$2.21M -$344K -9,587 -13%
CCA
58
Catalyst Capital Advisors
New York
$2.16M +$2.27M +63,350 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$2.15M +$1.6M +44,699 +244%
IWC
60
Integrated Wealth Concepts
Massachusetts
$2.1M -$122K -3,409 -5%
BCM
61
Bayesian Capital Management
New York
$2.08M +$2.19M +61,000 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$1.99M +$243K +6,758 +13%
SEI Investments
63
SEI Investments
Pennsylvania
$1.97M +$720K +20,052 +53%
FTDI
64
First Trust Direct Indexing
Massachusetts
$1.88M +$99.4K +2,770 +5%
MMA
65
Miracle Mile Advisors
California
$1.83M -$705K -19,646 -27%
FC
66
FORA Capital
Florida
$1.78M +$1.87M +52,160 New
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$1.78M +$50.6K +1,409 +3%
PAG
68
Private Advisor Group
New Jersey
$1.76M +$909K +25,320 +96%
Corient Private Wealth
69
Corient Private Wealth
Florida
$1.74M +$705K +19,644 +63%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.73M -$1.79M -49,974 -50%
WFI
71
West Family Investments
California
$1.71M -$240K -6,692 -12%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$178K +4,960 +11%
Millennium Management
73
Millennium Management
New York
$1.66M +$1.75M +48,663 New
HighTower Advisors
74
HighTower Advisors
Illinois
$1.64M +$193K +5,382 +13%
QI
75
Qtron Investments
Massachusetts
$1.63M – – –
1 2
3
4 5

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.