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291 hedge funds and large institutions have $1.66B invested in HSBC in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 67

0.02% more ownership

Funds ownership: 0.25%0.26% (+0.02%)

1% less call options, than puts

Call options by funds: $245M | Put options by funds: $248M

3% less capital invested

Capital invested by funds: $1.7B → $1.66B (-$43M)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

1% less funds holding

Funds holding: 295291 (-4)

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
112
Reduced
67
Closed
39
Calls
$245M
Puts
$248M
Net Calls
-$2.6M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPP
151
Single Point Partners
Massachusetts
$293K +$291K +8,975 New
VAS
152
Vestmark Advisory Solutions
Massachusetts
$292K -$10.8K -333 -4%
GQG Partners
153
GQG Partners
Florida
$289K +$92.6K +2,854 +48%
SW
154
SVB Wealth
Massachusetts
$279K +$68.8K +2,120 +33%
AFO
155
Allie Family Office
Florida
$278K
BWP
156
BSW Wealth Partners
Colorado
$274K +$2.6K +80 +1%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$274K +$24K +741 +10%
CA
158
Crumly & Associates
Illinois
$273K +$271K +8,357 New
PA
159
Parallel Advisors
California
$269K +$20.7K +638 +8%
WI
160
WrapManager Inc
California
$266K +$264K +8,137 New
SGI
161
Summit Global Investments
Utah
$265K -$1.2K -37 -0.5%
GCP
162
GSA Capital Partners
United Kingdom
$262K +$260K +8,022 New
WS
163
Wedbush Securities
California
$255K +$17.5K +541 +7%
WAM
164
WNY Asset Management
New York
$252K
BWM
165
BerganKDV Wealth Management
Minnesota
$252K +$211K +6,510 +538%
ACA
166
Atlas Capital Advisors
Wyoming
$251K +$229K +7,058 +1,151%
EI
167
Ellevest Inc
New York
$248K -$329K -10,132 -57%
Fisher Asset Management
168
Fisher Asset Management
Washington
$242K -$18.1K -557 -7%
Prudential Financial
169
Prudential Financial
New Jersey
$237K +$24.7K +761 +12%
GF
170
Gabelli Funds
New York
$229K
LGF
171
LGT Group Foundation
Liechtenstein
$226K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$224K +$170K +5,247 +319%
PCS
173
Personal CFO Solutions
New Jersey
$222K -$1.2K -37 -0.5%
PSP
174
Principal Street Partners
Tennessee
$215K +$214K +6,585 New
LFA
175
Legacy Financial Advisors
Kentucky
$212K +$210K +6,478 New

HSBC Hedge Fund Activity: Q2 2022 in Review

291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q2 2022, worth a combined $1.66B — down 2.5% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of HSBC and 38 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 112 added.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Citadel Advisors, exiting entirely with an estimated $38.9M sold.

  • 291 institutional investors held HSBC (HSBC) as of Q2 2022, down from 295 in Q1 2022.
  • Funds reported $1.66B of HSBC stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 38 funds opened new HSBC positions in Q2 2022 and 39 closed out, a net change of -1 holder.
  • The largest HSBC buyer in Q2 2022 was Morgan Stanley, an estimated $134M added.
  • The largest HSBC seller in Q2 2022 was Citadel Advisors, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2022.