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HSBC
HSBC

Overview Fund Activity

295 hedge funds and large institutions have $1.7B invested in HSBC in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
4.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
109
Reduced
57
Closed
37
Calls
$168M
Puts
$207M
Net Calls
-$38.5M
Net Calls Change
+$63.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$128M
2
Citadel Advisors
Citadel Advisors
Florida
$41M
3
Fidelity International
Fidelity International
Bermuda
$37.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$26.5M
5
PPA
Parametric Portfolio Associates
Washington
$125M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$81.9M
2
Jane Street
Jane Street
New York
$96.9M
3
Optiver Holding
Optiver Holding
Netherlands
$0
4
LP
LMR Partners
United Kingdom
$28.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMC
251
American Research & Management Company
Massachusetts
$5K – – –
AF
252
Allworth Financial
California
$5K – – –
BCMLT
253
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5K +141 New
WTC
254
WhitTier Trust Company
Nevada
$4K – – –
AWM
255
Avior Wealth Management
Nebraska
$4K – – –
LWP
256
Laurel Wealth Planning
Minnesota
$4K – – –
FCG
257
Financial Connections Group
California
$4K – – –
AAP
258
Arax Advisory Partners
Colorado
$4K +$3.12K +89 +356%
SLWA
259
San Luis Wealth Advisors
California
$4K +$4K +136 New
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$3.46K – – –
ADL
261
Asset Dedication LLC
California
$3K -$3.03K -101 -50%
Federated Hermes
262
Federated Hermes
Pennsylvania
$3K -$34 -1 -1%
IHWM
263
Iron Horse Wealth Management
Iowa
$3K – – –
VNA
264
Valley National Advisers
Pennsylvania
$3K – – –
TIM
265
Tortoise Investment Management
New York
$3K – – –
DHGWA
266
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$1.2K +36 +67%
NL
267
NVWM LLC
Pennsylvania
$3K +$3K +74 New
DWP
268
Destiny Wealth Partners
Florida
$3K +$3K +100 New
SWA
269
Sutton Wealth Advisors
Florida
$2.77K – – –
AIC
270
Archer Investment Corporation
Indiana
$2.35K +$207 +6 +10%
BLC
271
Brown, Lisle/Cummings
Rhode Island
$2.29K – – –
FHA
272
First Horizon Advisors
Tennessee
$2K -$6.98K -171 -78%
EWM
273
Endurance Wealth Management
Rhode Island
$2K – – –
FAG
274
Fortitude Advisory Group
Washington
$2K – – –
JPLA
275
Joseph P. Lucia & Associates
New York
$2K +$2K +55 New
9 10
11
12 13