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HSBC
HSBC

Overview Fund Activity

372 hedge funds and large institutions have $2.31B invested in HSBC in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+10
Holders Change %
+2.76%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
51
Increased
136
Reduced
86
Closed
39
Calls
$252M
Puts
$333M
Net Calls
-$81.6M
Net Calls Change
-$108M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$26.9M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$20.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11M
4
Bank of America
Bank of America
North Carolina
+$9.77M
5
CGH
Crossmark Global Holdings
Texas
+$9.52M

Top Sellers

1
Jane Street
Jane Street
New York
-$83.1M
2
Lazard Asset Management
Lazard Asset Management
New York
-$58.9M
3
Goldman Sachs
Goldman Sachs
New York
-$20M
4
Renaissance Technologies
Renaissance Technologies
New York
-$10.3M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$8.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
326
RFP Financial Group
Georgia
$6.2K – – –
BWP
327
Baldwin Wealth Partners
Massachusetts
$5.92K – – –
DSC
328
Duncker Streett & Co
Missouri
$5.84K – – –
PWMG
329
Prestige Wealth Management Group
New Jersey
$5.64K – – –
BCMLT
330
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.59K – – –
LFG
331
Larson Financial Group
Missouri
$5.21K – – –
AWM
332
Avior Wealth Management
Nebraska
$5.05K – – –
PP
333
PrairieView Partners
Minnesota
$5K – – –
JWM
334
Janiczek Wealth Management
Colorado
$4.42K – – –
WTC
335
WhitTier Trust Company
Nevada
$4.34K – – –
MRCM
336
M&R Capital Management
New Jersey
$4.14K – – –
ADL
337
Asset Dedication LLC
California
$4K – – –
TWM
338
Tradition Wealth Management
Minnesota
$4K – – –
VNA
339
Valley National Advisers
Pennsylvania
$4K – – –
CBT
340
CoreFirst Bank & Trust
Kansas
$3.95K -$4.42K -112 -53%
IHWM
341
Iron Horse Wealth Management
Iowa
$3.95K – – –
FA
342
Financial Avengers
California
$3.95K +$3.95K +100 New
PO
343
Private Ocean
California
$3.75K – – –
CWC
344
Carolinas Wealth Consulting
North Carolina
$3.48K -$181 -5 -5%
CSC
345
Caldwell Sutter Capital
California
$3.43K – – –
SIS
346
Sound Income Strategies
Florida
$3.28K – – –
TFGT
347
TS Financial Group (TSFG)
Illinois
$3K – – –
SFG
348
Steward Financial Group
Texas
$3K +$3K +90 New
AIC
349
Archer Investment Corporation
Indiana
$2.7K – – –
BCM
350
Bourgeon Capital Management
Connecticut
$2.61K +$2.61K +66 New
12 13
14
15 16