261 hedge funds and large institutions have $1.48B invested in HSBC in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-8
Holders Change %
-2.97%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
79
Reduced
69
Closed
44
Calls
$88.6M
Puts
$167M
Net Calls
-$78.3M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
276
Cetera Advisors
Colorado
-$206K -7,948 Closed
OIA
277
OneDigital Investment Advisors
Kansas
-$205K -7,897 Closed
PWPS
278
Pinnacle Wealth Planning Services
Ohio
-$156K -6,017 Closed
ASN
279
Advisory Services Network
Georgia
-$88K -3,394 Closed
Axa
280
Axa
France
-$86K -3,321 Closed
RWA
281
Ropes Wealth Advisors
Massachusetts
-$35K -1,364 Closed
CG
282
Cutler Group
California
-$28K -1,103 Closed
PWM
283
Perigon Wealth Management
California
-$22K -832 Closed
HGWM
284
Harvest Group Wealth Management
Massachusetts
-$17K -657 Closed
LWCFA
285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$11K -436 Closed
TPWA
286
TRUE Private Wealth Advisors
Oregon
-$8K -324 Closed
Bank Julius Baer & Co
287
Bank Julius Baer & Co
Switzerland
-$7K -270 Closed
ABC
288
Associated Banc-Corp
Wisconsin
-$5K -209 Closed
CAAS
289
Capital Asset Advisory Services
Michigan
-$3K -132 Closed
RCA
290
Ranch Capital Advisors
Florida
-$3K -121 Closed
VCG
291
Vantage Consulting Group
Virginia
-$3K -115 Closed
RPWA
292
Regent Peak Wealth Advisors
Georgia
-$2K -96 Closed
CCA
293
Childress Capital Advisors
Texas
-$2K -86 Closed
BBHC
294
Brown Brothers Harriman & Co
New York
-$2K -83 Closed
TI
295
tru Independence
Oregon
-$2 -80 Closed
ICP
296
Interchange Capital Partners
Pennsylvania
-$1K -57 Closed
SWM
297
Sugarloaf Wealth Management
Georgia
-$1K -33 Closed
FCH
298
Freestone Capital Holdings
Washington
-$674 -26 Closed
CFD
299
Creative Financial Designs
Indiana
-$1K -22 Closed