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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: 337364 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
126
Systematic Alpha Investments
New Jersey
$911K
E
127
Ergoteles
New York
$907K +$855K +22,895 New
DWT
128
Dorsey & Whitney Trust
South Dakota
$880K +$77.4K +2,074 +10%
Invesco
129
Invesco
Georgia
$873K -$78.7K -2,109 -9%
VT
130
Vise Technologies
New York
$869K +$138K +3,693 +20%
CCA
131
Checchi Capital Advisers
California
$848K +$94.1K +2,520 +13%
First Trust Advisors
132
First Trust Advisors
Illinois
$811K +$764K +20,465 New
Franklin Resources
133
Franklin Resources
California
$803K +$159K +4,253 +27%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$792K -$33.6K -899 -4%
RC
135
RBF Capital
California
$792K
VOYA Investment Management
136
VOYA Investment Management
Georgia
$792K
SIA
137
SeaBridge Investment Advisors
New Jersey
$788K
MP
138
McDonald Partners
Ohio
$787K +$33.2K +889 +5%
Pzena Investment Management
139
Pzena Investment Management
New York
$786K
CGL
140
Clarius Group LLC
Washington
$784K +$8.06K +216 +1%
DADC
141
D.A. Davidson & Co
Montana
$779K +$75 +2 +0%
MPPW
142
Mitchell & Pahl Private Wealth
Oklahoma
$754K +$48.5K +1,299 +7%
CW
143
Connectus Wealth
Ohio
$753K +$709K +18,996 New
TWC
144
TD Waterhouse Canada
Ontario, Canada
$732K -$1.68K -45 -0.2%
First Manhattan
145
First Manhattan
New York
$731K -$35.3K -946 -5%
PA
146
Profund Advisors
Maryland
$723K -$267K -7,157 -28%
Prudential Financial
147
Prudential Financial
New Jersey
$708K +$291K +7,796 +77%
ZB
148
Zions Bancorporation
Utah
$655K +$45.8K +1,227 +8%
SGA
149
Strategic Global Advisors
California
$647K -$13.1K -350 -2%
ECM
150
Evergreen Capital Management
Washington
$641K +$112K +2,999 +23%

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.