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374 hedge funds and large institutions have $2.31B invested in HSBC in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

3% more funds holding

Funds holding: 364374 (+10)

0% less ownership

Funds ownership: 0.3%0.3% (-0%)

2% less capital invested

Capital invested by funds: $2.35B → $2.31B (-$43.7M)

24% less call options, than puts

Call options by funds: $252M | Put options by funds: $333M

Holders
374
Holders Change
+10
Holders Change %
+2.75%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
136
Reduced
86
Closed
39
Calls
$252M
Puts
$333M
Net Calls
-$81.6M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Sanders Capital
51
Sanders Capital
Florida
$3.75M +$843K +21,380 +29%
QCM
52
Quantinno Capital Management
New York
$3.74M +$2.22M +56,295 +146%
Franklin Resources
53
Franklin Resources
California
$3.52M +$2.71M +68,891 +340%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$3.48M -$2.38M -60,290 -41%
ST
55
SAL Trading
Pennsylvania
$3.26M +$3.26M +82,700 New
API
56
Advisor Partners II
California
$3.24M +$285K +7,224 +10%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$3.24M +$3.23M +82,088 New
SEI Investments
58
SEI Investments
Pennsylvania
$3.13M +$342K +8,673 +12%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.05M +$387K +9,826 +15%
CCA
60
Catalyst Capital Advisors
New York
$3M -$124K -3,150 -4%
Charles Schwab
61
Charles Schwab
California
$2.85M +$893K +22,672 +46%
ACM
62
Aquatic Capital Management
Illinois
$2.77M +$2.39M +60,600 +625%
OPA
63
Old Port Advisors
Maine
$2.76M +$2.75M +69,831 New
LPL Financial
64
LPL Financial
California
$2.73M +$299K +7,586 +12%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.7M +$2.41M +61,247 +853%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.69M -$218K -5,536 -8%
BSW
67
Buckingham Strategic Wealth
Missouri
$2.65M +$38.2K +969 +1%
YCM
68
Yousif Capital Management
Michigan
$2.57M -$73.3K -1,860 -3%
JSL
69
JT Stratford LLC
Georgia
$2.47M +$1.34M +33,927 +118%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.44M +$1.03M +26,122 +73%
IWC
71
Integrated Wealth Concepts
Massachusetts
$2.42M -$630 -16 -0%
CAM
72
Cresset Asset Management
Illinois
$2.35M +$347K +8,817 +17%
WFI
73
West Family Investments
California
$2.35M +$153K +3,884 +7%
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$2.32M -$166K -4,216 -7%
VPIM
75
Vanguard Personalized Indexing Management
California
$2.24M +$116K +2,955 +5%

HSBC Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2023, worth a combined $2.31B — down 1.9% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HSBC positions and 39 closed out — a net gain of 12 holders — while 136 added to existing stakes and 86 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $26.9M. The largest seller was Jane Street, cutting an estimated $83M.

  • 374 institutional investors held HSBC (HSBC) as of Q3 2023, up from 364 in Q2 2023.
  • Funds reported $2.31B of HSBC stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 51 funds opened new HSBC positions in Q3 2023 and 39 closed out, a net change of +12 holders.
  • The largest HSBC buyer in Q3 2023 was Arrowstreet Capital, an estimated $26.9M added.
  • The largest HSBC seller in Q3 2023 was Jane Street, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2023.