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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
GT
151
Glenmede Trust
Pennsylvania
$638K
PFS
152
Prospera Financial Services
Texas
$622K +$586K +15,700 New
CA
153
Crumly & Associates
Illinois
$604K +$42.1K +1,127 +8%
State Street
154
State Street
Massachusetts
$592K -$717K -19,220 -56%
DC
155
Davenport & Co
Virginia
$591K +$557K +14,928 New
AP
156
Americana Partners
Texas
$558K +$7.84K +210 +2%
XT
157
XTX Topco
Cayman Islands
$536K +$73.8K +1,977 +17%
SW
158
SVB Wealth
Massachusetts
$536K +$35.7K +956 +8%
JFL
159
Jarislowsky, Fraser Ltd
Quebec, Canada
$508K -$107K -2,870 -18%
CWM
160
Cordatus Wealth Management
Pennsylvania
$506K +$477K +12,771 New
LFA
161
Legacy Financial Advisors
Kentucky
$504K +$48K +1,285 +11%
WS
162
Wedbush Securities
California
$495K -$22.6K -606 -5%
LWAM
163
Legacy Wealth Asset Management
Minnesota
$488K +$2.24K +60 +0.5%
SRC
164
Sage Rhino Capital
California
$482K +$24.6K +660 +6%
PP
165
PDS Planning
Ohio
$472K +$26.6K +712 +6%
CSS
166
Cubist Systematic Strategies
Connecticut
$456K -$4.58M -122,723 -91%
William Blair & Company
167
William Blair & Company
Illinois
$455K -$16K -429 -4%
HJIM
168
Henry James International Management
New York
$447K +$83K +2,224 +25%
CFG
169
Cooper Financial Group
California
$432K +$17.2K +462 +4%
HF
170
HRT Financial
New York
$431K +$407K +10,897 New
New York State Common Retirement Fund
171
New York State Common Retirement Fund
New York
$414K +$116K +3,121 +43%
SIGI
172
Susquehanna International Group (Ireland)
Ireland
$413K +$389K +10,414 New
IRC
173
Investors Research Corp
Georgia
$407K
JCM
174
Jag Capital Management
Missouri
$406K -$9.48K -254 -2%
GT
175
Greenleaf Trust
Michigan
$400K +$14.1K +378 +4%

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.