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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
KOC
76
Koss-Olinger Consulting
Florida
$1.63M +$60.9K +1,697 +4%
Victory Capital Management
77
Victory Capital Management
Texas
$1.61M +$1.69M +47,095 New
VPIM
78
Vanguard Personalized Indexing Management
California
$1.57M +$177K +4,927 +12%
EARNEST Partners
79
EARNEST Partners
Georgia
$1.56M -$682 -19 -0%
NW
80
Naviter Wealth
Arkansas
$1.51M -$8.58K -239 -0.6%
Barclays
81
Barclays
United Kingdom
$1.38M -$71.6K -1,995 -5%
RWM
82
Ritholtz Wealth Management
New York
$1.3M +$133K +3,720 +11%
YIH
83
Y-Intercept (HK)
Hong Kong
$1.29M +$1.36M +37,759 New
OC
84
Oppenheimer & Co
New York
$1.27M +$4.95K +138 +0.4%
EI
85
Ethic Inc
New York
$1.2M +$28.7K +799 +2%
State Street
86
State Street
Massachusetts
$1.18M +$700K +19,500 +133%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.16M +$147K +4,098 +14%
Truist Financial
88
Truist Financial
North Carolina
$1.11M +$841K +23,435 +258%
VCA
89
Verdence Capital Advisors
Maryland
$1.1M +$293K +8,157 +34%
LGF
90
LGT Group Foundation
Liechtenstein
$1.08M +$882K +24,590 +355%
TFS
91
Thoroughbred Financial Services
Tennessee
$1.06M +$440K +12,253 +65%
LFAS
92
Level Four Advisory Services
Texas
$1.05M +$35.3K +984 +3%
Pacer Advisors
93
Pacer Advisors
Pennsylvania
$1.05M +$35.5K +990 +3%
QCM
94
Quantinno Capital Management
New York
$1.05M +$118K +3,283 +12%
EAM
95
Eagle Asset Management
Florida
$1.03M +$33.8K +941 +3%
SIA
96
Schechter Investment Advisors
Michigan
$1.03M +$300K +8,365 +38%
S
97
SignatureFD
Georgia
$1M +$19.1K +532 +2%
Cerity Partners
98
Cerity Partners
New York
$1M +$363K +10,112 +52%
MML Investors Services
99
MML Investors Services
Massachusetts
$984K -$88.4K -2,462 -8%
MFG
100
Merit Financial Group
Georgia
$935K +$984K +27,407 New
2 3
4
5 6

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.