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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
PI
151
PEAK6 Investments
Illinois
$434K +$457K +12,723 New
DS
152
DRW Securities
Illinois
$432K +$454K +12,650 New
SW
153
SVB Wealth
Massachusetts
$429K +$75.6K +2,108 +20%
LWAM
154
Legacy Wealth Asset Management
Minnesota
$418K -$91K -2,536 -17%
GC
155
Guggenheim Capital
Illinois
$414K +$436K +12,144 New
William Blair & Company
156
William Blair & Company
Illinois
$407K -$7.36K -205 -2%
XT
157
XTX Topco
Cayman Islands
$394K +$109K +3,039 +36%
SRC
158
Sage Rhino Capital
California
$393K +$34.2K +953 +9%
LFA
159
Legacy Financial Advisors
Kentucky
$390K +$134K +3,729 +48%
PP
160
PDS Planning
Ohio
$382K +$402K +11,206 New
CA
161
Cetera Advisors
Colorado
$365K +$143K +3,982 +59%
ST
162
SAL Trading
Pennsylvania
$358K +$377K +10,500 New
JCM
163
Jag Capital Management
Missouri
$358K +$377K +10,493 New
CFG
164
Cooper Financial Group
California
$357K +$37.2K +1,037 +11%
AC
165
AXQ Capital
New Jersey
$352K -$492K -13,721 -57%
IRC
166
Investors Research Corp
Georgia
$350K
Prudential Financial
167
Prudential Financial
New Jersey
$344K +$34.2K +954 +10%
JWCA
168
J.W. Cole Advisors
Florida
$342K -$161K -4,500 -31%
CL
169
CSS LLC
Illinois
$341K -$144K -4,000 -29%
GT
170
Greenleaf Trust
Michigan
$332K +$32.5K +906 +10%
VFA
171
Valeo Financial Advisors
Indiana
$330K +$347K +9,657 New
Deutsche Bank
172
Deutsche Bank
Germany
$326K
ATIA
173
American Trust Investment Advisors
New Hampshire
$326K
ClearBridge Investments
174
ClearBridge Investments
New York
$324K -$3.66K -102 -1%
SIAG
175
Safeguard Investment Advisory Group
California
$321K -$154K -4,302 -31%

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.