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314 hedge funds and large institutions have $1.35B invested in HSBC in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 89 increasing their positions, 94 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 39

13% more call options, than puts

Call options by funds: $241M | Put options by funds: $213M

9% more funds holding

Funds holding: 287314 (+27)

0% less ownership

Funds ownership: 0.27%0.27% (-0%)

3% less capital invested

Capital invested by funds: $1.4B → $1.35B (-$48.8M)

5% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 94

Holders
314
Holders Change
+27
Holders Change %
+9.41%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
72
Increased
89
Reduced
94
Closed
39
Calls
$241M
Puts
$213M
Net Calls
+$27.9M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
126
Quantamental Technologies
New York
$570K +$519K +18,287 New
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$566K +$226K +7,975 +78%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$564K -$176K -6,192 -25%
SFA
129
Sequoia Financial Advisors
Ohio
$554K +$183K +6,460 +57%
SGA
130
Strategic Global Advisors
California
$547K +$138K +4,878 +38%
MPPW
131
Mitchell & Pahl Private Wealth
Oklahoma
$544K +$113K +3,992 +30%
PAS
132
Park Avenue Securities
New York
$537K -$283K -9,986 -37%
HT
133
HAP Trading
New York
$528K -$170K -5,974 -26%
GT
134
Glenmede Trust
Pennsylvania
$512K +$129K +4,544 +38%
WS
135
Wedbush Securities
California
$508K +$36.6K +1,291 +9%
VT
136
Vise Technologies
New York
$499K +$55.7K +1,962 +14%
VIA
137
Vident Investment Advisory
Georgia
$497K +$102K +3,611 +29%
IA
138
IFP Advisors
Florida
$470K +$189K +6,673 +315%
Charles Schwab
139
Charles Schwab
California
$462K +$421K +14,835 New
LWAM
140
Legacy Wealth Asset Management
Minnesota
$461K -$18.5K -652 -4%
State Street
141
State Street
Massachusetts
$457K
Franklin Resources
142
Franklin Resources
California
$454K +$31.3K +1,102 +8%
JWCA
143
J.W. Cole Advisors
Florida
$453K -$80.7K -2,845 -16%
CL
144
CSS LLC
Illinois
$436K +$85.1K +3,000 +27%
SIAG
145
Safeguard Investment Advisory Group
California
$427K -$1.99K -70 -0.5%
William Blair & Company
146
William Blair & Company
Illinois
$378K -$4.03K -142 -1%
ECM
147
Evergreen Capital Management
Washington
$374K -$133K -4,684 -28%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$360K -$121K -4,265 -27%
SWA
149
Stratos Wealth Advisors
Ohio
$330K +$301K +10,602 New
SRC
150
Sage Rhino Capital
California
$329K -$27.8K -978 -8%

HSBC Hedge Fund Activity: Q4 2022 in Review

314 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q4 2022, worth a combined $1.35B — down 3.5% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HSBC positions and 39 closed out — a net gain of 33 holders — while 89 added to existing stakes and 94 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $45.3M. The largest seller was Twin Tree Management, cutting an estimated $32.1M.

  • 314 institutional investors held HSBC (HSBC) as of Q4 2022, up from 287 in Q3 2022.
  • Funds reported $1.35B of HSBC stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 72 funds opened new HSBC positions in Q4 2022 and 39 closed out, a net change of +33 holders.
  • The largest HSBC buyer in Q4 2022 was Lazard Asset Management, an estimated $45.3M added.
  • The largest HSBC seller in Q4 2022 was Twin Tree Management, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2022.