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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
PCG
201
Private Capital Group
Connecticut
$48K
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$47K
JAM
203
JCIC Asset Management
Ontario, Canada
$43K -$62.4K -1,925 -60%
ZB
204
Zions Bancorporation
Utah
$43K +$10.2K +313 +31%
BWL
205
Bogart Wealth LLC
Virginia
$40K -$6.13K -189 -13%
JWA
206
JFS Wealth Advisors
Pennsylvania
$40K +$5.25K +162 +15%
SWM
207
Spire Wealth Management
Virginia
$38K +$16.2K +500 +75%
HI
208
Hoey Investments
Pennsylvania
$36K +$35.7K +1,100 New
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$3.02K -93 -8%
AA
210
Ancora Advisors
Ohio
$33K
BCV
211
Banque Cantonale Vaudoise
Switzerland
$33K
SIC
212
Salem Investment Counselors
North Carolina
$33K
UB
213
UMB Bank
Missouri
$30K -$26.1K -805 -46%
GRP
214
Global Retirement Partners
California
$30K -$519 -16 -2%
EDRH
215
Edmond de Rothschild Holding
Switzerland
$30K
HCP
216
Hexagon Capital Partners
Arkansas
$28K +$20.4K +628 +277%
EWA
217
EverSource Wealth Advisors
Alabama
$26K -$649 -20 -2%
HDIM
218
Hanson & Doremus Investment Management
Vermont
$26K
SBL
219
Sargent Bickham Lagudis
Colorado
$25K
AF
220
Allworth Financial
California
$22K +$17K +525 +375%
CBT
221
CoreFirst Bank & Trust
Kansas
$20K -$15.8K -486 -44%
ATC
222
Adirondack Trust Company
New York
$20K
FPS
223
Fieldpoint Private Securities
Connecticut
$19K -$41.4K -1,275 -68%
BTI
224
Blue Trust Inc
Georgia
$18K +$17.5K +538 New
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$17K +$11.7K +361 +226%

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.