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374 hedge funds and large institutions have $2.31B invested in HSBC in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

3% more funds holding

Funds holding: 364374 (+10)

0% less ownership

Funds ownership: 0.3%0.3% (-0%)

2% less capital invested

Capital invested by funds: $2.35B → $2.31B (-$43.7M)

24% less call options, than puts

Call options by funds: $252M | Put options by funds: $333M

Holders
374
Holders Change
+10
Holders Change %
+2.75%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
136
Reduced
86
Closed
39
Calls
$252M
Puts
$333M
Net Calls
-$81.6M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$996K +$14.3K +362 +1%
MIS
127
Morningstar Investment Services
Illinois
$975K +$46.3K +1,176 +5%
BIP
128
Brandes Investment Partners
California
$963K -$27.5K -697 -3%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$959K -$14.4K -365 -1%
OCM
130
Orleans Capital Management
Louisiana
$939K +$29K +735 +3%
SFA
131
Sequoia Financial Advisors
Ohio
$929K +$1.5K +38 +0.2%
Invesco
132
Invesco
Georgia
$920K +$50.3K +1,277 +6%
DWT
133
Dorsey & Whitney Trust
South Dakota
$916K +$38.8K +984 +4%
CCA
134
Checchi Capital Advisers
California
$914K +$69.4K +1,761 +8%
GF
135
Gabelli Funds
New York
$908K
SAI
136
Systematic Alpha Investments
New Jersey
$908K
VT
137
Vise Technologies
New York
$906K +$40.5K +1,027 +5%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$857K +$67.5K +1,713 +9%
MPPW
139
Mitchell & Pahl Private Wealth
Oklahoma
$831K +$79.6K +2,021 +11%
ZB
140
Zions Bancorporation
Utah
$823K +$170K +4,317 +26%
LFAS
141
Level Four Advisory Services
Texas
$817K -$474K -12,027 -37%
GT
142
Glenmede Trust
Pennsylvania
$806K +$68.7K +1,743 +9%
Prudential Financial
143
Prudential Financial
New Jersey
$798K +$92.5K +2,348 +13%
EFH
144
Eaton Financial Holdings
Florida
$797K +$796K +20,191 New
MP
145
McDonald Partners
Ohio
$792K +$8.08K +205 +1%
RC
146
RBF Capital
California
$789K
DC
147
Davenport & Co
Virginia
$789K +$200K +5,067 +34%
WS
148
Wedbush Securities
California
$787K +$294K +7,457 +60%
SIA
149
SeaBridge Investment Advisors
New Jersey
$785K
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$785K +$784K +19,883 New

HSBC Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2023, worth a combined $2.31B — down 1.9% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HSBC positions and 39 closed out — a net gain of 12 holders — while 136 added to existing stakes and 86 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $26.9M. The largest seller was Jane Street, cutting an estimated $83M.

  • 374 institutional investors held HSBC (HSBC) as of Q3 2023, up from 364 in Q2 2023.
  • Funds reported $2.31B of HSBC stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 51 funds opened new HSBC positions in Q3 2023 and 39 closed out, a net change of +12 holders.
  • The largest HSBC buyer in Q3 2023 was Arrowstreet Capital, an estimated $26.9M added.
  • The largest HSBC seller in Q3 2023 was Jane Street, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2023.