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HSBC
HSBC

Overview Fund Activity

409 hedge funds and large institutions have $2.52B invested in HSBC in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 142 increasing their positions, 119 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+37
Holders Change %
+9.95%
% of All Funds
6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
75
Increased
142
Reduced
119
Closed
32
Calls
$293M
Puts
$300M
Net Calls
-$6.94M
Net Calls Change
+$74.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
Goldman Sachs
Goldman Sachs
New York
$200M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$22M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$471M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.1M

Top Sellers

1
Jane Street
Jane Street
New York
$33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Lazard Asset Management
Lazard Asset Management
New York
$91.6M
4
Renaissance Technologies
Renaissance Technologies
New York
$47.5M
5
Ameriprise
Ameriprise
Minnesota
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Advisornet Financial
Minnesota
$22.3K +$10.1K +250 +83%
BF
327
BOK Financial
Oklahoma
$21.9K – – –
BWAM
328
Boyd Watterson Asset Management
Ohio
$21.2K – – –
FFA
329
Frazier Financial Advisors
Ohio
$20.8K +$20.8K +514 New
ST
330
Smithfield Trust
Pennsylvania
$20K – – –
MCM
331
Manchester Capital Management
Vermont
$19.9K -$284 -7 -1%
RFG
332
RFP Financial Group
Georgia
$18.5K +$12.1K +299 +190%
TIM
333
Tortoise Investment Management
New York
$17.6K – – –
FHA
334
First Horizon Advisors
Tennessee
$16.5K +$284 +7 +2%
SVCP
335
Silicon Valley Capital Partners
California
$16.4K +$203 +5 +1%
GKIM
336
GW&K Investment Management
Massachusetts
$16K – – –
AT
337
Arlington Trust
Alabama
$15.4K +$1.78K +44 +13%
Nisa Investment Advisors
338
Nisa Investment Advisors
Missouri
$14.5K – – –
AP
339
Arlington Partners
Alabama
$13.6K – – –
PPC
340
Park Place Capital
Alabama
$13.3K -$1.54K -38 -10%
RIL
341
Rothschild Investment LLC
Illinois
$13.3K +$13.3K +328 New
Bessemer Group
342
Bessemer Group
New Jersey
$13K – – –
HI
343
Harbour Investments
Wisconsin
$10.8K – – –
BCWM
344
Bartlett & Co Wealth Management
Ohio
$10.3K – – –
NFSG
345
Newbridge Financial Services Group
Florida
$10.1K -$42.6K -1,050 -81%
BC
346
Bartlett & Co
Ohio
$10K – – –
Jones Financial Companies
347
Jones Financial Companies
Missouri
$9.32K +$7.78K +192 +505%
PMFA
348
Plante Moran Financial Advisors
Michigan
$8.88K – – –
Federated Hermes
349
Federated Hermes
Pennsylvania
$8.8K +$1.58K +39 +22%
NMM
350
Naples Money Management
Florida
$8.79K +$8.79K +217 New
12 13
14
15 16