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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: 315338 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KS
101
Karpas Strategies
Connecticut
$928K
FFM
102
Forum Financial Management
Illinois
$924K -$108 -3 -0%
Stifel Financial
103
Stifel Financial
Missouri
$921K -$75.9K -2,115 -7%
PFO
104
Pathstone Family Office
New Jersey
$902K -$2.13M -59,224 -70%
MCM
105
MAI Capital Management
Ohio
$886K +$104K +2,907 +13%
Vontobel Holding
106
Vontobel Holding
Switzerland
$879K
LSAG
107
Lake Street Advisors Group
New Hampshire
$874K +$66.7K +1,858 +8%
PA
108
Profund Advisors
Maryland
$867K +$69.6K +1,940 +8%
BIP
109
Brandes Investment Partners
California
$866K +$911K +25,374 New
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$848K +$240K +6,685 +37%
Charles Schwab
111
Charles Schwab
California
$841K +$352K +9,816 +66%
ECM
112
ExodusPoint Capital Management
New York
$837K -$499K -13,907 -36%
Invesco
113
Invesco
Georgia
$824K -$173K -4,810 -17%
QCG
114
Quadrant Capital Group
Ohio
$803K +$58.8K +1,639 +8%
OMC
115
Old Mission Capital
Illinois
$787K -$17.5M -488,122 -95%
SAI
116
Systematic Alpha Investments
New Jersey
$785K
GF
117
Gabelli Funds
New York
$785K +$574K +16,000 +229%
MIS
118
Morningstar Investment Services
Illinois
$747K +$46.9K +1,307 +6%
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$713K
DWT
120
Dorsey & Whitney Trust
South Dakota
$688K +$21.4K +597 +3%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$683K -$450K -12,550 -39%
RC
122
RBF Capital
California
$683K
SIA
123
SeaBridge Investment Advisors
New Jersey
$679K -$2.87K -80 -0.4%
Pzena Investment Management
124
Pzena Investment Management
New York
$677K -$65.6K -1,827 -8%
DADC
125
D.A. Davidson & Co
Montana
$674K +$3.09K +86 +0.4%

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.