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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: 337364 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$3.07M +$1M +26,848 +53%
API
52
Advisor Partners II
California
$2.97M +$202K +5,415 +8%
Sanders Capital
53
Sanders Capital
Florida
$2.92M +$2.75M +73,700 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$2.92M +$574K +15,367 +26%
BBL
55
Beck Bode LLC
Massachusetts
$2.87M -$128K -3,442 -5%
SEI Investments
56
SEI Investments
Pennsylvania
$2.8M +$481K +12,875 +22%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$2.71M -$698K -18,699 -21%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$2.67M -$272K -7,285 -10%
YCM
59
Yousif Capital Management
Michigan
$2.65M -$7.65K -205 -0.3%
BSW
60
Buckingham Strategic Wealth
Missouri
$2.62M +$2.47M +66,113 New
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$2.5M +$408K +10,922 +21%
LPL Financial
62
LPL Financial
California
$2.44M -$123K -3,301 -5%
IWC
63
Integrated Wealth Concepts
Massachusetts
$2.43M -$5.45K -146 -0.2%
WFI
64
West Family Investments
California
$2.2M +$210K +5,623 +11%
PAG
65
Private Advisor Group
New Jersey
$2.16M +$41.6K +1,115 +2%
VPIM
66
Vanguard Personalized Indexing Management
California
$2.13M +$297K +7,965 +17%
FTDI
67
First Trust Direct Indexing
Massachusetts
$2.08M -$92.3K -2,474 -4%
Corient Private Wealth
68
Corient Private Wealth
Florida
$2.02M +$11.3K +303 +0.6%
QI
69
Qtron Investments
Massachusetts
$2.02M +$116K +3,121 +7%
CAM
70
Cresset Asset Management
Illinois
$2.01M +$1.89M +50,690 New
CIBC World Market
71
CIBC World Market
Ontario, Canada
$2M +$1.21M +32,422 +180%
Charles Schwab
72
Charles Schwab
California
$1.96M +$925K +24,782 +101%
KOC
73
Koss-Olinger Consulting
Florida
$1.94M +$53K +1,421 +3%
NW
74
Naviter Wealth
Arkansas
$1.91M +$199K +5,320 +12%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$1.9M +$801K +21,465 +81%

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.