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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
AIA
276
Angeles Investment Advisors
California
$224K
CWM
277
Cornerstone Wealth Management
Missouri
$221K -$11.8K -272 -5%
SIAG
278
Safeguard Investment Advisory Group
California
$220K -$43 -1 -0%
CW
279
CreativeOne Wealth
Kansas
$217K +$209K +4,812 New
GWM
280
Gitterman Wealth Management
New Jersey
$215K +$2.64K +61 +1%
CP
281
Canopy Partners
Ohio
$213K +$4.12K +95 +2%
TCWM
282
Total Clarity Wealth Management
Illinois
$213K +$204K +4,710 New
CIM
283
Contravisory Investment Management
Massachusetts
$210K +$4.38K +101 +2%
PSP
284
Principal Street Partners
Tennessee
$208K
LCGC
285
Legacy Capital Group California
California
$208K +$199K +4,602 New
TPI
286
Trust Point Inc
Wisconsin
$205K -$20.7K -477 -10%
FFA
287
Farther Finance Advisors
California
$171K +$2.6K +60 +2%
WI
288
Wintrust Investments
Illinois
$158K -$1.37M -31,613 -90%
AP
289
Advisors Preferred
Maryland
$151K +$147K +3,393 New
Belvedere Trading
290
Belvedere Trading
Illinois
$144K +$138K +3,187 New
GM
291
GeoWealth Management
Illinois
$139K +$133K +3,074 New
PS
292
Principal Securities
Iowa
$138K -$14.8K -341 -10%
BCM
293
Barometer Capital Management
Ontario, Canada
$138K
WSFS
294
Wilmington Savings Fund Society
Delaware
$122K +$117K +2,692 New
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K -$1.08K -25 -0.9%
GBT
296
Grove Bank & Trust
Florida
$117K +$22K +507 +24%
Jones Financial Companies
297
Jones Financial Companies
Missouri
$112K +$30.6K +707 +40%
MHR
298
Matthew Hamilton Rosenberg
$106K
JWA
299
JFS Wealth Advisors
Pennsylvania
$103K +$1.39K +32 +1%
HNB
300
Huntington National Bank
Ohio
$95.9K +$9.8K +226 +12%

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.