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HSBC
HSBC

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
Goldman Sachs
Goldman Sachs
New York
$200M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$22M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$471M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.1M

Top Sellers

1
Jane Street
Jane Street
New York
$33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Lazard Asset Management
Lazard Asset Management
New York
$91.6M
4
Renaissance Technologies
Renaissance Technologies
New York
$47.5M
5
Ameriprise
Ameriprise
Minnesota
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
251
Hexagon Capital Partners
Arkansas
$256K +$85.9K +2,120 +50%
MWPCG
252
Measured Wealth Private Client Group
New Hampshire
$255K +$255K +6,295 New
KAS
253
Kestra Advisory Services
Texas
$251K -$59.4K -1,465 -19%
S
254
SimplyRich
California
$250K +$3.98K +98 +2%
SIAG
255
Safeguard Investment Advisory Group
California
$247K -$11.2K -276 -4%
CCP
256
Clifford Capital Partners
Utah
$244K +$3.24K +80 +1%
BIM
257
Baldwin Investment Management
Pennsylvania
$244K – – –
DWM
258
Drive Wealth Management
Utah
$241K +$23.9K +589 +11%
ACC
259
Acorn Creek Capital
Colorado
$235K +$235K +5,790 New
WPC
260
Waters Parkerson & Co
Louisiana
$232K +$9.2K +227 +4%
KP
261
Keel Point
Alabama
$228K -$10.4K -256 -4%
RG
262
Rathbones Group
United Kingdom
$227K – – –
WRPWM
263
Werba Rubin Papier Wealth Management
California
$226K -$38.9K -960 -15%
AWM
264
Aprio Wealth Management
Georgia
$226K +$226K +5,581 New
GWM
265
Geneos Wealth Management
Colorado
$226K -$12.2K -300 -5%
SC
266
Savant Capital
Illinois
$226K +$11.3K +279 +5%
SAM
267
Smartleaf Asset Management
Massachusetts
$225K +$225K +5,565 New
WAM
268
WNY Asset Management
New York
$225K -$4.05K -100 -2%
FIA
269
FNY Investment Advisers
New York
$222K – – –
JFL
270
Jarislowsky, Fraser Ltd
Quebec, Canada
$220K -$198K -4,890 -47%
Victory Capital Management
271
Victory Capital Management
Texas
$219K -$1.69M -41,704 -89%
FA
272
FDx Advisors
Illinois
$217K +$217K +5,346 New
FFO
273
Fortitude Family Office
Arizona
$216K +$216K +5,336 New
SEC
274
Seven Eight Capital
New York
$215K -$1.17M -28,917 -84%
AHL
275
Abel Hall LLC
Louisiana
$213K +$213K +5,250 New
9 10
11
12 13