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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
SFA
126
Sequoia Financial Advisors
Ohio
$673K +$70.4K +1,961 +11%
VIA
127
Vident Investment Advisory
Georgia
$669K +$131K +3,648 +23%
CGL
128
Clarius Group LLC
Washington
$668K +$29.6K +824 +4%
First Manhattan
129
First Manhattan
New York
$662K -$8.97K -250 -1%
OCM
130
Orleans Capital Management
Louisiana
$657K +$380K +10,600 +123%
JSL
131
JT Stratford LLC
Georgia
$649K +$683K +19,019 New
MP
132
McDonald Partners
Ohio
$648K -$18.1K -505 -3%
CCA
133
Checchi Capital Advisers
California
$644K +$20.7K +576 +3%
GT
134
Glenmede Trust
Pennsylvania
$638K +$80.7K +2,248 +14%
TWC
135
TD Waterhouse Canada
Ontario, Canada
$637K +$8.43K +235 +1%
PAS
136
Park Avenue Securities
New York
$635K +$48.7K +1,356 +8%
VT
137
Vise Technologies
New York
$622K +$80.3K +2,237 +14%
CIBC World Market
138
CIBC World Market
Ontario, Canada
$616K -$1.61K -45 -0.2%
MPPW
139
Mitchell & Pahl Private Wealth
Oklahoma
$605K +$9.72K +271 +2%
SGA
140
Strategic Global Advisors
California
$569K -$31.8K -887 -5%
CAN
141
Cetera Advisor Networks
California
$565K -$114K -3,171 -16%
Arrowstreet Capital
142
Arrowstreet Capital
Massachusetts
$547K +$575K +16,034 New
Franklin Resources
143
Franklin Resources
California
$547K +$52K +1,449 +10%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$535K -$176K -4,900 -24%
ZB
145
Zions Bancorporation
Utah
$523K +$211K +5,872 +62%
CA
146
Crumly & Associates
Illinois
$482K +$232K +6,453 +84%
AP
147
Americana Partners
Texas
$473K +$497K +13,862 New
ECM
148
Evergreen Capital Management
Washington
$468K +$42.3K +1,180 +10%
BIP
149
Blueprint Investment Partners
North Carolina
$459K +$219K +6,090 +83%
WS
150
Wedbush Securities
California
$447K -$115K -3,198 -20%

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.