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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
Victory Capital Management
76
Victory Capital Management
Texas
$1.87M
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$1.84M -$124K -3,311 -7%
EARNEST Partners
78
EARNEST Partners
Georgia
$1.8M -$5.9K -158 -0.3%
RWM
79
Ritholtz Wealth Management
New York
$1.73M +$207K +5,547 +15%
Barclays
80
Barclays
United Kingdom
$1.59M -$5.6K -150 -0.4%
QCM
81
Quantinno Capital Management
New York
$1.53M +$292K +7,831 +26%
MML Investors Services
82
MML Investors Services
Massachusetts
$1.51M +$343K +9,186 +32%
EI
83
Ethic Inc
New York
$1.47M +$78.8K +2,110 +6%
S
84
SignatureFD
Georgia
$1.47M +$289K +7,747 +26%
Stifel Financial
85
Stifel Financial
Missouri
$1.42M +$327K +8,760 +32%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$1.41M +$59.7K +1,599 +5%
OC
87
Oppenheimer & Co
New York
$1.4M -$68.6K -1,838 -5%
TFS
88
Thoroughbred Financial Services
Tennessee
$1.39M +$151K +4,048 +13%
VIA
89
Vident Investment Advisory
Georgia
$1.38M +$570K +15,264 +78%
MMA
90
Miracle Mile Advisors
California
$1.35M -$730K -19,552 -36%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$1.35M +$1.24M +33,284 +4,240%
Pacer Advisors
92
Pacer Advisors
Pennsylvania
$1.35M +$123K +3,308 +11%
LFAS
93
Level Four Advisory Services
Texas
$1.3M +$73.3K +1,964 +6%
Cerity Partners
94
Cerity Partners
New York
$1.25M +$83.7K +2,243 +8%
Truist Financial
95
Truist Financial
North Carolina
$1.25M -$38.1K -1,020 -3%
SIA
96
Schechter Investment Advisors
Michigan
$1.23M +$30.6K +821 +3%
PAS
97
Park Avenue Securities
New York
$1.21M +$443K +11,859 +64%
LGF
98
LGT Group Foundation
Liechtenstein
$1.2M -$44.4K -1,190 -4%
OMC
99
Old Mission Capital
Illinois
$1.17M +$239K +6,406 +28%
SIS
100
Susquehanna International Securities
Ireland
$1.16M +$1.09M +29,255 New

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.