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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
HC
201
Henshaw Capital
Massachusetts
$311K
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$309K +$634 +17 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
203
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$307K +$289K +7,752 New
WAM
204
WNY Asset Management
New York
$303K -$3.73K -100 -1%
CA
205
Cetera Advisors
Colorado
$301K -$115K -3,094 -29%
HNB
206
Huntington National Bank
Ohio
$300K -$19.7K -529 -7%
P
207
Pitcairn
Pennsylvania
$297K +$279K +7,486 New
FTUS
208
Flow Traders U.S.
New York
$294K +$277K +7,412 New
QP
209
Quilter Plc
United Kingdom
$290K
SWS
210
SYSTM Wealth Solutions
Illinois
$285K -$17.1K -457 -6%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$284K -$2.08M -55,812 -89%
BP
212
Ballentine Partners
Massachusetts
$279K +$263K +7,050 New
PA
213
Parallel Advisors
California
$274K +$37.2K +997 +17%
Fisher Asset Management
214
Fisher Asset Management
Washington
$273K +$8.47K +227 +3%
SIAG
215
Safeguard Investment Advisory Group
California
$266K -$100K -2,689 -29%
NP
216
Nilsine Partners
Colorado
$264K +$2.24K +60 +0.9%
HIA
217
Harbor Investment Advisory
Maryland
$258K
BFG
218
Bleakley Financial Group
New Jersey
$257K +$13.1K +350 +6%
SS
219
Simplicity Solutions
Minnesota
$257K +$13.1K +350 +6%
Capstone Investment Advisors
220
Capstone Investment Advisors
New York
$255K +$240K +6,433 New
OL
221
Optas LLC
Texas
$247K +$13K +348 +6%
BPA
222
Beacon Pointe Advisors
California
$239K +$225K +6,030 New
BIM
223
Baldwin Investment Management
Pennsylvania
$238K
MC
224
Moors & Cabot
Massachusetts
$237K +$28.5K +763 +15%
KP
225
Keel Point
Alabama
$235K -$23.7K -634 -10%

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.