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HSBC
HSBC

Overview Fund Activity

362 hedge funds and large institutions have $2.35B invested in HSBC in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 142 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
5.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
142
Reduced
79
Closed
36
Calls
$214M
Puts
$187M
Net Calls
+$26.5M
Net Calls Change
-$42.3M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$175M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$40.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$329M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$434M
5
BlackRock
5
BlackRock
New York
$79M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Jane Street
2
Jane Street
New York
$173M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$66.8M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$456K
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
326
M&R Capital Management
New Jersey
$4.16K – – –
CWC
327
Carolinas Wealth Consulting
North Carolina
$4K -$158 -4 -4%
VNA
328
Valley National Advisers
Pennsylvania
$4K – – –
ADL
329
Asset Dedication LLC
California
$4K – – –
TWM
330
Tradition Wealth Management
Minnesota
$4K +$4K +103 New
IHWM
331
Iron Horse Wealth Management
Iowa
$3.96K – – –
PO
332
Private Ocean
California
$3.76K – – –
Federated Hermes
333
Federated Hermes
Pennsylvania
$3.53K -$990 -25 -22%
CSC
334
Caldwell Sutter Capital
California
$3.45K +$3.45K +87 New
FFA
335
Farther Finance Advisors
California
$3.33K – – –
SIS
336
Sound Income Strategies
Florida
$3.29K – – –
TFGT
337
TS Financial Group (TSFG)
Illinois
$3K +$3K +82 New
NL
338
NVWM LLC
Pennsylvania
$2.97K +$2.97K +75 New
AIC
339
Archer Investment Corporation
Indiana
$2.68K +$118 +3 +5%
FGAM
340
Financial Gravity Asset Management
Texas
$2.57K +$385 +6 +18%
Axa
341
Axa
France
$2.54K -$991 -25 -28%
AWM
342
Abound Wealth Management
Tennessee
$2.46K +$2.46K +62 New
PP
343
PFS Partners
New Jersey
$2.29K +$119 +3 +5%
FSWA
344
Financial Synergies Wealth Advisors
Texas
$2.22K -$119 -3 -5%
IGWM
345
ICA Group Wealth Management
Colorado
$2.18K – – –
HCM
346
Hollencrest Capital Management
California
$2.14K – – –
NECFA
347
New England Capital Financial Advisors
Connecticut
$1.98K – – –
CFO
348
CVA Family Office
Colorado
$1.94K +$1.94K +49 New
BWM
349
Baystate Wealth Management
Massachusetts
$1.81K – – –
GI
350
Gradient Investments
Minnesota
$1.74K +$1.74K +44 New
12 13
14
15 16