405 hedge funds and large institutions have $3.45B invested in HSBC in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+19
Holders Change %
+4.92%
% of All Funds
8%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.04%
New
77
Increased
119
Reduced
141
Closed
51
Calls
$175M
Puts
$320M
Net Calls
-$145M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
301
Lenox Wealth Advisors
New York
$34K
VCP
302
Verus Capital Partners
Arizona
$33K +$33K +850 New
FHA
303
First Horizon Advisors
Tennessee
$32K -$1.07K -28 -3%
HDIM
304
Hanson & Doremus Investment Management
Vermont
$32K
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$31K
PA
306
PSI Advisors
Florida
$31K +$31K +800 New
SAM
307
S.A. Mason
Michigan
$31K +$31K +802 New
SBL
308
Sargent Bickham Lagudis
Colorado
$30K -$2.18K -55 -7%
FRA
309
Front Row Advisors
California
$29K
AF
310
Advisornet Financial
Minnesota
$28K +$5.69K +144 +25%
OPS
311
Orion Portfolio Solutions
Nebraska
$28K +$28K +728 New
BlackRock
312
BlackRock
New York
$26K -$7.33K -189 -22%
HGWM
313
Harvest Group Wealth Management
Massachusetts
$25K
FPS
314
Fieldpoint Private Securities
Connecticut
$24K
SIAS
315
Shine Investment Advisory Services
Colorado
$23K +$3.4K +86 +17%
ATC
316
Adirondack Trust Company
New York
$22K
TI
317
Truehand Inc
New Hampshire
$22K
SC
318
Sawyer & Company
Massachusetts
$20K
ETI
319
Enterprise Trust & Investment
California
$20K
CFA
320
Carroll Financial Associates
North Carolina
$20K +$9.45K +242 +90%
PB
321
Pinnacle Bancorp
Nebraska
$19K -$3.36K -86 -15%
TCOV
322
Trust Company of Vermont
Vermont
$19K +$15.2K +395 +395%
WEC
323
Winslow Evans & Crocker
Massachusetts
$18K -$1.7K -42 -9%
POIA
324
Pin Oak Investment Advisors
Texas
$18K +$10.9K +283 +154%
CFN
325
Cordasco Financial Network
Florida
$17K