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HSBC
HSBC

Overview Fund Activity

372 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
Holders
372
Holders Change
+10
Holders Change %
+2.76%
% of All Funds
5.93%
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

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$26.9M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$20.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11M
4
Bank of America
Bank of America
North Carolina
+$9.77M
5
CGH
Crossmark Global Holdings
Texas
+$9.52M

Top Sellers

1
Jane Street
Jane Street
New York
-$83.1M
2
Lazard Asset Management
Lazard Asset Management
New York
-$58.9M
3
Goldman Sachs
Goldman Sachs
New York
-$20M
4
Renaissance Technologies
Renaissance Technologies
New York
-$10.3M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$8.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRPWM
226
Werba Rubin Papier Wealth Management
California
$258K +$258K +6,543 New
BPA
227
Beacon Pointe Advisors
California
$256K +$18.1K +459 +8%
SIAG
228
Safeguard Investment Advisory Group
California
$251K -$14.2K -360 -5%
OL
229
Optas LLC
Texas
$246K -$237 -6 -0.1%
S
230
SimplyRich
California
$239K +$30.2K +765 +14%
BIM
231
Baldwin Investment Management
Pennsylvania
$237K – – –
MC
232
Moors & Cabot
Massachusetts
$236K -$118 -3 -0.1%
CCP
233
Clifford Capital Partners
Utah
$234K -$860K -21,797 -79%
LCGC
234
Legacy Capital Group California
California
$234K +$9.9K +251 +4%
KP
235
Keel Point
Alabama
$233K -$1.62K -41 -0.7%
GWM
236
Geneos Wealth Management
Colorado
$232K – – –
SS
237
Simplicity Solutions
Minnesota
$227K -$29.5K -747 -11%
BFG
238
Bleakley Financial Group
New Jersey
$227K -$29.5K -747 -11%
WAM
239
WNY Asset Management
New York
$223K -$79.3K -2,010 -26%
RG
240
Rathbones Group
United Kingdom
$221K – – –
KeyBank National Association
241
KeyBank National Association
Ohio
$218K +$3.08K +78 +1%
WPC
242
Waters Parkerson & Co
Louisiana
$217K – – –
FIA
243
FNY Investment Advisers
New York
$216K +$216K +5,494 New
CWM
244
Cornerstone Wealth Management
Missouri
$216K -$6.16K -156 -3%
DWM
245
Drive Wealth Management
Utah
$212K +$212K +5,363 New
SC
246
Savant Capital
Illinois
$209K +$5.13K +130 +3%
MC
247
Maverick Capital
Texas
$208K +$208K +5,276 New
CA
248
Cetera Advisors
Colorado
$208K -$92.3K -2,340 -31%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$194K +$41.7K +1,056 +27%
SPIA
250
Steward Partners Investment Advisory
New York
$178K +$26.7K +676 +18%
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