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424 hedge funds and large institutions have $2.37B invested in HSBC in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

20% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 136

1% more funds holding

Funds holding: 418424 (+6)

1.2% more ownership

Funds ownership: 0.3%1.5% (+1.2%)

1% more capital invested

Capital invested by funds: $2.36B → $2.37B (+$13.5M)

7% less call options, than puts

Call options by funds: $161M | Put options by funds: $173M

Holders
424
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
163
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
226
Gallacher Capital Management
Colorado
$397K -$2.73K -63 -0.7%
VFA
227
Valeo Financial Advisors
Indiana
$394K
LTAS
228
Linden Thomas Advisory Services
North Carolina
$387K +$74.9K +1,728 +25%
IC
229
Iconiq Capital
California
$387K +$371K +8,562 New
AFO
230
Allie Family Office
Florida
$384K
PCIA
231
Prime Capital Investment Advisors
Kansas
$374K +$14.8K +341 +4%
ATIA
232
American Trust Investment Advisors
New Hampshire
$368K +$11.3K +260 +3%
MFIM
233
Mesirow Financial Investment Management
Illinois
$367K +$954 +22 +0.3%
MWM
234
Mission Wealth Management
California
$366K +$6.37K +147 +2%
Deutsche Bank
235
Deutsche Bank
Germany
$360K
WCA
236
Westover Capital Advisors
Delaware
$359K +$75.9K +1,750 +28%
SCP
237
Sivia Capital Partners
California
$357K -$41.5K -958 -11%
WPC
238
Wedmont Private Capital
Pennsylvania
$350K +$31.2K +720 +10%
LC
239
Lindbrook Capital
California
$347K -$65.1K -1,502 -16%
CC
240
Callan Capital
California
$346K +$87.8K +2,025 +36%
KP
241
Keel Point
Alabama
$342K -$3.55K -82 -1%
Lido Advisors
242
Lido Advisors
California
$329K +$5.98K +138 +2%
AWS
243
Atria Wealth Solutions
New York
$328K +$313K +7,220 New
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$325K -$2.64K -61 -0.8%
NWAG
245
Net Worth Advisory Group
Utah
$323K +$310K +7,148 New
CH
246
Cromwell Holdings
Wyoming
$315K
AWM
247
AE Wealth Management
Kansas
$313K -$27K -623 -8%
MC
248
Moors & Cabot
Massachusetts
$309K +$14.3K +331 +5%
DWM
249
Drive Wealth Management
Utah
$306K +$17.6K +407 +6%
BFG
250
Bleakley Financial Group
New Jersey
$305K +$27K +622 +10%

HSBC Hedge Fund Activity: Q3 2024 in Review

424 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2024, worth a combined $2.37B — up 0.57% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HSBC positions and 37 closed out — a net gain of 10 holders — while 163 added to existing stakes and 136 trimmed.

The largest buyer was Mediolanum International Funds, opening a new position worth an estimated $134M. The largest seller was Citigroup, cutting an estimated $62.8M.

  • 424 institutional investors held HSBC (HSBC) as of Q3 2024, up from 418 in Q2 2024.
  • Funds reported $2.37B of HSBC stock for Q3 2024, up 0.57% quarter-over-quarter.
  • 47 funds opened new HSBC positions in Q3 2024 and 37 closed out, a net change of +10 holders.
  • The largest HSBC buyer in Q3 2024 was Mediolanum International Funds, an estimated $134M added.
  • The largest HSBC seller in Q3 2024 was Citigroup, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2024.