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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
APWM
201
Argonautica Private Wealth Management
Massachusetts
$248K -$26.9K -749 -9%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$241K +$253K +7,054 New
Fisher Asset Management
203
Fisher Asset Management
Washington
$228K -$26.6K -741 -10%
NP
204
Nilsine Partners
Colorado
$225K +$237K +6,598 New
IC
205
IEQ Capital
California
$225K -$53.4K -1,488 -18%
ATPW
206
Ashton Thomas Private Wealth
Arizona
$225K -$788K -21,945 -77%
KP
207
Keel Point
Alabama
$224K -$9.69K -270 -4%
HIA
208
Harbor Investment Advisory
Maryland
$222K +$83.8K +2,336 +56%
BFG
209
Bleakley Financial Group
New Jersey
$210K +$221K +6,146 New
SS
210
Simplicity Solutions
Minnesota
$210K +$221K +6,146 New
BIM
211
Baldwin Investment Management
Pennsylvania
$205K +$216K +6,014 New
PA
212
Parallel Advisors
California
$202K +$12.7K +353 +6%
LC
213
Lindbrook Capital
California
$201K +$24.3K +678 +13%
OL
214
Optas LLC
Texas
$201K +$211K +5,888 New
GWM
215
Geneos Wealth Management
Colorado
$190K -$10.8K -300 -5%
MC
216
Moors & Cabot
Massachusetts
$178K +$187K +5,223 New
ASN
217
Advisory Services Network
Georgia
$144K -$14.6K -407 -9%
SPIA
218
Steward Partners Investment Advisory
New York
$131K
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$121K +$6.71K +187 +6%
BTI
220
Blue Trust Inc
Georgia
$118K -$861 -24 -0.6%
AAM
221
Advisors Asset Management
Colorado
$117K +$95.9K +2,671 +357%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$113K +$23.4K +651 +24%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K -$12.4K -345 -10%
ELC
224
Edgar Lomax Company
Virginia
$105K +$552K +15,380 New
MHR
225
Matthew Hamilton Rosenberg
$104K -$28.5K -794 -21%

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.