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HSBC
HSBC

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, 141 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital inflows, than outflows

Capital inflows: $255M | Capital outflows: $141M

78% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 79

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

14% more call options, than puts

Call options by funds: $214M | Put options by funds: $187M

8% more funds holding

Funds holding: 337 → 364 (+27)

0.08% more ownership

Funds ownership: 1.42% → 1.5% (+0.08%)

Holders
364
Holders Change
+27
Holders Change %
+8.01%
% of All Funds
5.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
141
Reduced
79
Closed
36
Calls
$214M
Puts
$187M
Net Calls
+$26.5M
Net Calls Change
-$42.3M

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$50.9M
2
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
+$38.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$16.4M
5
BlackRock
BlackRock
New York
+$8.5M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$53.2M
2
Jane Street
Jane Street
New York
-$36M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.31M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.79M
5
Optiver Holding
Optiver Holding
Netherlands
-$5.21M

HSBC Hedge Fund Activity: Q2 2023 in Review

364 of the 6,389 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 141 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.