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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
CG
176
Caprock Group
Idaho
$321K +$326K +9,097 New
VAS
177
Vestmark Advisory Solutions
Massachusetts
$311K +$327K +9,102 New
HJIM
178
Henry James International Management
New York
$309K
HWM
179
HighMark Wealth Management
Minnesota
$307K
CQS
180
Credential Qtrade Securities
$306K +$91.3K +2,543 +40%
CC
181
Courier Capital
New York
$304K -$36.7K -1,023 -10%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$303K -$95.6K -2,664 -23%
Neuberger Berman Group
183
Neuberger Berman Group
New York
$301K +$33.1K +922 +12%
AFO
184
Allie Family Office
Florida
$299K
RJFSA
185
Raymond James Financial Services Advisors
Florida
$291K +$71.1K +1,980 +30%
VF
186
Virtu Financial
New York
$287K +$302K +8,404 New
Wolverine Trading
187
Wolverine Trading
Illinois
$282K +$295K +8,231 New
QP
188
Quilter Plc
United Kingdom
$282K +$8.25K +230 New
CG
189
Cutler Group
California
$279K +$129K +3,592 +78%
HNB
190
Huntington National Bank
Ohio
$276K +$59.4K +1,656 +26%
FOA
191
Five Oceans Advisors
California
$272K -$26.3K -734 -8%
B
192
Bailard
California
$269K +$15.3K +425 +6%
HC
193
Henshaw Capital
Massachusetts
$268K +$282K +7,855 New
PWPS
194
Pinnacle Wealth Planning Services
Ohio
$265K +$861 +24 +0.3%
WAM
195
WNY Asset Management
New York
$265K
ANTB
196
AMG National Trust Bank
Colorado
$263K
SPP
197
Single Point Partners
Massachusetts
$263K +$277K +7,709 New
SWS
198
SYSTM Wealth Solutions
Illinois
$261K +$274K +7,641 New
GCM
199
Gallacher Capital Management
Colorado
$254K -$58K -1,617 -18%
New York State Common Retirement Fund
200
New York State Common Retirement Fund
New York
$250K

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.