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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
FTDI
76
First Trust Direct Indexing
Massachusetts
$2.13M +$53.8K +1,365 +3%
NW
77
Naviter Wealth
Arkansas
$2.04M +$144K +3,661 +8%
QI
78
Qtron Investments
Massachusetts
$2.01M
Corient Private Wealth
79
Corient Private Wealth
Florida
$2M -$14K -355 -0.7%
PAG
80
Private Advisor Group
New Jersey
$1.96M -$120K -3,049 -6%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1.92M +$85.7K +2,174 +5%
RWM
82
Ritholtz Wealth Management
New York
$1.91M +$189K +4,794 +11%
Victory Capital Management
83
Victory Capital Management
Texas
$1.86M
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$1.85M -$41.5K -1,053 -2%
EARNEST Partners
85
EARNEST Partners
Georgia
$1.8M +$6.9K +175 +0.4%
Stifel Financial
86
Stifel Financial
Missouri
$1.8M +$386K +9,790 +27%
JP Morgan Chase
87
JP Morgan Chase
New York
$1.7M -$4.41M -112,002 -72%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$1.69M -$299K -7,595 -15%
VA
89
Vident Advisory
Georgia
$1.63M +$1.63M +41,351 New
Barclays
90
Barclays
United Kingdom
$1.59M +$2.52K +64 +0.2%
KOC
91
Koss-Olinger Consulting
Florida
$1.56M -$370K -9,389 -19%
EI
92
Ethic Inc
New York
$1.55M +$85.9K +2,181 +6%
S
93
SignatureFD
Georgia
$1.53M +$63.9K +1,622 +4%
MML Investors Services
94
MML Investors Services
Massachusetts
$1.5M +$4.81K +122 +0.3%
TFS
95
Thoroughbred Financial Services
Tennessee
$1.49M +$104K +2,646 +8%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$1.48M +$137K +3,471 +10%
MCI
97
MRP Capital Investments
Georgia
$1.48M +$3.37M +85,453 +42,727%
PFO
98
Pathstone Family Office
New Jersey
$1.47M +$408K +10,359 +39%
Pacer Advisors
99
Pacer Advisors
Pennsylvania
$1.44M +$93.4K +2,370 +7%
OC
100
Oppenheimer & Co
New York
$1.42M +$28.6K +726 +2%

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.