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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
VFA
176
Valeo Financial Advisors
Indiana
$399K +$15.9K +426 +4%
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$398K +$112K +3,001 +43%
Deutsche Bank
178
Deutsche Bank
Germany
$390K +$10.7K +288 +3%
CG
179
Caprock Group
Idaho
$387K +$25.5K +682 +7%
ACM
180
Aquatic Capital Management
Illinois
$384K +$362K +9,700 New
Neuberger Berman Group
181
Neuberger Berman Group
New York
$379K +$28.4K +760 +9%
APWM
182
Argonautica Private Wealth Management
Massachusetts
$377K +$83.9K +2,247 +31%
AAM
183
Advisors Asset Management
Colorado
$375K +$226K +6,057 +177%
GCM
184
Gallacher Capital Management
Colorado
$371K +$71.5K +1,915 +26%
ClearBridge Investments
185
ClearBridge Investments
New York
$358K -$17K -456 -5%
HWM
186
HighMark Wealth Management
Minnesota
$357K
USGIU
187
U.S. Global Investors (USGI)
Texas
$357K +$261K +7,000 +350%
CC
188
Courier Capital
New York
$353K
CFGS
189
Concourse Financial Group Securities
Alabama
$352K +$331K +8,874 New
RJFSA
190
Raymond James Financial Services Advisors
Florida
$349K +$11.3K +302 +4%
GC
191
Guggenheim Capital
Illinois
$348K -$125K -3,348 -28%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$348K -$11.5K -308 -3%
IC
193
IEQ Capital
California
$348K +$81.3K +2,177 +33%
TSS
194
Two Sigma Securities
New York
$344K +$324K +8,686 New
CQS
195
Credential Qtrade Securities
$342K -$12.8K -344 -4%
AFO
196
Allie Family Office
Florida
$337K
ATIA
197
American Trust Investment Advisors
New Hampshire
$334K -$42.4K -1,135 -12%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$319K -$31.1K -832 -9%
CL
199
CSS LLC
Illinois
$317K -$74.6K -2,000 -20%
FOA
200
Five Oceans Advisors
California
$315K

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.