409 hedge funds and large institutions have $2.52B invested in HSBC in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 142 increasing their positions, 119 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+37
Holders Change %
+9.95%
% of All Funds
6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
75
Increased
142
Reduced
119
Closed
32
Calls
$293M
Puts
$300M
Net Calls
-$6.94M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
226
Dynamic Advisor Solutions
Arizona
$354K -$3.42K -84 -1%
PCIA
227
Prime Capital Investment Advisors
Kansas
$352K +$352K +8,690 New
VFA
228
Valeo Financial Advisors
Indiana
$350K -$33K -815 -9%
AFO
229
Allie Family Office
Florida
$345K
LC
230
Lindbrook Capital
California
$340K +$30.3K +748 +10%
KeyBank National Association
231
KeyBank National Association
Ohio
$337K +$113K +2,793 +51%
SCP
232
Sivia Capital Partners
California
$328K +$328K +8,084 New
Deutsche Bank
233
Deutsche Bank
Germany
$323K -$11.7K -288 -3%
FOA
234
Five Oceans Advisors
California
$323K
ATIA
235
American Trust Investment Advisors
New Hampshire
$320K -$21.5K -530 -6%
GCM
236
Gallacher Capital Management
Colorado
$319K -$32.5K -802 -9%
ClearBridge Investments
237
ClearBridge Investments
New York
$312K
NFG
238
Nations Financial Group
Iowa
$309K -$1.38K -34 -0.4%
CAM
239
Cozad Asset Management
Illinois
$296K
CCM
240
Coldstream Capital Management
Washington
$295K +$295K +7,277 New
CQS
241
Credential Qtrade Securities
$293K -$41.8K -1,030 -12%
PA
242
Parallel Advisors
California
$292K -$7.87K -194 -3%
BPA
243
Beacon Pointe Advisors
California
$286K +$22.6K +558 +9%
OL
244
Optas LLC
Texas
$276K +$23.9K +590 +9%
HNB
245
Huntington National Bank
Ohio
$275K -$24.6K -606 -8%
BWP
246
BSW Wealth Partners
Colorado
$273K +$273K +6,745 New
Connor, Clark & Lunn Investment Management (CC&L)
247
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$269K -$64K -1,579 -19%
TW
248
Traveka Wealth
California
$263K +$263K +6,490 New
SS
249
Simplicity Solutions
Minnesota
$260K +$27.4K +675 +12%
BFG
250
Bleakley Financial Group
New Jersey
$260K +$27.4K +675 +12%