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HSBC
HSBC

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: 337 → 364 (+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

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$50.9M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$38.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.4M
5
BlackRock
BlackRock
New York
+$8.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$53.2M
2
Jane Street
Jane Street
New York
-$36M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.31M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.79M
5
Optiver Holding
Optiver Holding
Netherlands
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
101
Eagle Asset Management
Florida
$1.16M -$40.7K -1,091 -4%
QCG
102
Quadrant Capital Group
Ohio
$1.15M +$205K +5,499 +23%
JSL
103
JT Stratford LLC
Georgia
$1.14M +$362K +9,698 +51%
VCA
104
Verdence Capital Advisors
Maryland
$1.12M -$154K -4,121 -13%
IA
105
IFG Advisory
Georgia
$1.12M +$1.05M +28,208 New
LSAG
106
Lake Street Advisors Group
New Hampshire
$1.1M +$81.1K +2,173 +8%
CCP
107
Clifford Capital Partners
Utah
$1.1M +$1.04M +27,734 New
KS
108
Karpas Strategies
Connecticut
$1.08M – – –
FFM
109
Forum Financial Management
Illinois
$1.07M – – –
PFO
110
Pathstone Family Office
New Jersey
$1.06M +$53.8K +1,442 +6%
MCM
111
MAI Capital Management
Ohio
$1.05M +$17.9K +479 +2%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$1.05M +$57.6K +1,543 +6%
Squarepoint
113
Squarepoint
New York
$1.02M +$963K +25,815 New
WI
114
Wintrust Investments
Illinois
$1.02M +$962K +25,775 New
Vontobel Holding
115
Vontobel Holding
Switzerland
$1.02M – – –
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$1.02M +$960K +25,718 New
BIP
117
Brandes Investment Partners
California
$995K -$10K -268 -1%
AWM
118
AE Wealth Management
Kansas
$986K +$929K +24,885 New
ATPW
119
Ashton Thomas Private Wealth
Arizona
$977K +$675K +18,082 +275%
CAN
120
Cetera Advisor Networks
California
$933K +$261K +7,004 +42%
SFA
121
Sequoia Financial Advisors
Ohio
$931K +$141K +3,766 +19%
MIS
122
Morningstar Investment Services
Illinois
$916K +$59.1K +1,584 +7%
PI
123
PEAK6 Investments
Illinois
$915K +$387K +10,367 +81%
OCM
124
Orleans Capital Management
Louisiana
$914K +$142K +3,815 +20%
GF
125
Gabelli Funds
New York
$911K – – –
3 4
5
6 7

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.