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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$434M +$16.4M +438,181 +4%
Morgan Stanley
2
Morgan Stanley
New York
$329M +$36.6M +981,729 +13%
Goldman Sachs
3
Goldman Sachs
New York
$190M +$6.66M +178,435 +4%
Lazard Asset Management
4
Lazard Asset Management
New York
$175M +$50.9M +1,364,367 +45%
Jane Street
5
Jane Street
New York
$173M -$36M -963,514 -18%
Bank of America
6
Bank of America
North Carolina
$134M +$167K +4,462 +0.1%
BlackRock
7
BlackRock
New York
$79M +$8.5M +227,790 +13%
Northern Trust
8
Northern Trust
Illinois
$72.3M +$3.13M +83,792 +5%
Renaissance Technologies
9
Renaissance Technologies
New York
$66.8M -$5.79M -155,200 -8%
Citigroup
10
Citigroup
New York
$58.1M -$54.3K -1,454 -0.1%
CCMG
11
Clark Capital Management Group
Pennsylvania
$40.5M +$38.2M +1,022,436 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$38.4M -$554K -14,838 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$28.5M +$3.93M +105,209 +17%
Fidelity International
14
Fidelity International
Bermuda
$28.1M -$3.76M -100,871 -12%
CPC
15
Cookson Peirce & Co
Pennsylvania
$24.4M +$5.57M +149,350 +32%
Wells Fargo
16
Wells Fargo
California
$24.2M +$65.6K +1,758 +0.3%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$23.9M +$1.53M +41,030 +7%
Citadel Advisors
18
Citadel Advisors
Florida
$23.7M +$7.06M +189,155 +46%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$22.5M +$8.08M +216,510 +61%
American Century Companies
20
American Century Companies
Missouri
$19.8M +$2.41M +64,648 +15%
Ameriprise
21
Ameriprise
Minnesota
$14.2M +$85K +2,277 +0.6%
RJA
22
Raymond James & Associates
Florida
$13.1M +$1.24M +33,111 +11%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$12.9M +$371K +9,933 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.5M +$3.41M +91,487 +41%
CGH
25
Crossmark Global Holdings
Texas
$10.3M -$21.5K -575 -0.2%

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.