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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
GWM
176
Geneos Wealth Management
Colorado
$209K -$9.02K -278 -4%
OL
177
Optas LLC
Texas
$207K +$162 +5 +0.1%
CG
178
Caprock Group
Idaho
$206K +$5.68K +175 +3%
SGA
179
Strategic Global Advisors
California
$204K +$203K +6,247 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$193K +$55.7K +1,717 +41%
LC
181
Lindbrook Capital
California
$190K +$44K +1,357 +30%
CG
182
Cutler Group
California
$177K -$19.9K -613 -10%
SSG
183
Summit Securities Group
New York
$150K
New York State Common Retirement Fund
184
New York State Common Retirement Fund
New York
$144K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$135K +$26.5K +817 +25%
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$134K -$30.8K -950 -19%
MHR
187
Matthew Hamilton Rosenberg
$125K
SPIA
188
Steward Partners Investment Advisory
New York
$124K +$32.4K +1,000 +36%
VVP
189
Venture Visionary Partners
Ohio
$103K +$103K +3,165 New
CJL
190
Cyrus J. Lawrence
New York
$100K
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.3K -$1.62K -50 -2%
GWS
192
Glassman Wealth Services
Virginia
$82K +$5.55K +171 +7%
ACM
193
Aquatic Capital Management
Illinois
$82K +$81.1K +2,500 New
HNB
194
Huntington National Bank
Ohio
$79K
HWA
195
HHM Wealth Advisors
Tennessee
$65K +$18.7K +576 +41%
SWM
196
Selective Wealth Management
Virginia
$62K
VFA
197
Valeo Financial Advisors
Indiana
$54K +$53.1K +1,638 New
IA
198
IFP Advisors
Florida
$53K
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$51.3K +$42.9M +1,321,468 +589%
WT
200
Whittier Trust
California
$48K -$1.23K -38 -3%

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.