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374 hedge funds and large institutions have $2.31B invested in HSBC in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

3% more funds holding

Funds holding: 364374 (+10)

0% less ownership

Funds ownership: 0.3%0.3% (-0%)

2% less capital invested

Capital invested by funds: $2.35B → $2.31B (-$43.7M)

24% less call options, than puts

Call options by funds: $252M | Put options by funds: $333M

Holders
374
Holders Change
+10
Holders Change %
+2.75%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
136
Reduced
86
Closed
39
Calls
$252M
Puts
$333M
Net Calls
-$81.6M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$444M +$11M +279,758 +3%
Morgan Stanley
2
Morgan Stanley
New York
$330M +$2.88M +73,129 +0.9%
Goldman Sachs
3
Goldman Sachs
New York
$169M -$20M -508,098 -11%
Bank of America
4
Bank of America
North Carolina
$143M +$9.76M +247,631 +7%
Lazard Asset Management
5
Lazard Asset Management
New York
$116M -$58.8M -1,493,245 -34%
Jane Street
6
Jane Street
New York
$89.4M -$83M -2,105,022 -48%
BlackRock
7
BlackRock
New York
$80.4M +$1.7M +43,138 +2%
Northern Trust
8
Northern Trust
Illinois
$72.1M +$173K +4,393 +0.2%
Citigroup
9
Citigroup
New York
$57.9M +$68.1K +1,727 +0.1%
Renaissance Technologies
10
Renaissance Technologies
New York
$56.2M -$10.3M -260,800 -15%
CCMG
11
Clark Capital Management Group
Pennsylvania
$41.8M +$1.49M +37,894 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$37.1M -$1.18M -29,848 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.3M +$20.8M +527,677 +167%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$30.6M +$26.9M +681,516 +734%
Citadel Advisors
15
Citadel Advisors
Florida
$30.3M +$6.69M +169,722 +28%
Wells Fargo
16
Wells Fargo
California
$29.7M +$5.66M +143,538 +24%
American Century Companies
17
American Century Companies
Missouri
$27.6M +$7.77M +197,283 +39%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$27.5M -$856K -21,711 -3%
Fidelity International
19
Fidelity International
Bermuda
$26.5M -$1.45M -36,812 -5%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$24.6M +$716K +18,167 +3%
CPC
21
Cookson Peirce & Co
Pennsylvania
$24.4M +$128K +3,238 +0.5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$24.3M +$1.84M +46,653 +8%
CGH
23
Crossmark Global Holdings
Texas
$19.6M +$9.25M +234,814 +95%
Ameriprise
24
Ameriprise
Minnesota
$16.9M +$2.76M +70,046 +20%
RJA
25
Raymond James & Associates
Florida
$12.7M -$303K -7,688 -2%

HSBC Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2023, worth a combined $2.31B — down 1.9% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HSBC positions and 39 closed out — a net gain of 12 holders — while 136 added to existing stakes and 86 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $26.9M. The largest seller was Jane Street, cutting an estimated $83M.

  • 374 institutional investors held HSBC (HSBC) as of Q3 2023, up from 364 in Q2 2023.
  • Funds reported $2.31B of HSBC stock for Q3 2023, down 1.9% quarter-over-quarter.
  • 51 funds opened new HSBC positions in Q3 2023 and 39 closed out, a net change of +12 holders.
  • The largest HSBC buyer in Q3 2023 was Arrowstreet Capital, an estimated $26.9M added.
  • The largest HSBC seller in Q3 2023 was Jane Street, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2023.