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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
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$1M -$33.5K -1,032 -3%
RC
77
RBF Capital
California
$980K -$324K -10,000 -25%
MA
78
MUFG Americas
New York
$956K +$109K +3,370 +13%
LSAG
79
Lake Street Advisors Group
New Hampshire
$953K +$133K +4,102 +16%
RFC
80
Regions Financial Corp
Alabama
$936K
TFS
81
Thoroughbred Financial Services
Tennessee
$917K +$110K +3,388 +14%
KS
82
Karpas Strategies
Connecticut
$889K
FFM
83
Forum Financial Management
Illinois
$884K
Cerity Partners
84
Cerity Partners
New York
$877K +$870K +26,836 New
Invesco
85
Invesco
Georgia
$868K +$156K +4,818 +22%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$867K +$389 +12 +0%
Vontobel Holding
87
Vontobel Holding
Switzerland
$842K +$511K +15,765 +158%
PA
88
Profund Advisors
Maryland
$812K -$129K -3,975 -14%
SIA
89
SeaBridge Investment Advisors
New Jersey
$782K
MCM
90
Mitchell Capital Management
Kansas
$769K +$1.14K +35 +0.1%
SAI
91
Systematic Alpha Investments
New Jersey
$751K
Lazard Asset Management
92
Lazard Asset Management
New York
$749K -$27.1K -836 -4%
First Manhattan
93
First Manhattan
New York
$743K
QCG
94
Quadrant Capital Group
Ohio
$732K +$110K +3,386 +18%
JFL
95
Jarislowsky, Fraser Ltd
Quebec, Canada
$700K -$10.5K -325 -1%
MP
96
McDonald Partners
Ohio
$698K +$551 +17 +0.1%
CCA
97
Checchi Capital Advisers
California
$686K +$63.1K +1,944 +10%
MIS
98
Morningstar Investment Services
Illinois
$677K +$125K +3,861 +23%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$672K +$84.2K +2,596 +14%
ST
100
SAL Trading
Pennsylvania
$657K +$652K +20,100 New

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.