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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 %
Axa
351
Axa
France
$2.53K – – –
AWM
352
Abound Wealth Management
Tennessee
$2.45K – – –
FSWA
353
Financial Synergies Wealth Advisors
Texas
$2.21K – – –
HCM
354
Hollencrest Capital Management
California
$2.13K – – –
PCTC
355
Perkins Coie Trust Company
Washington
$2.13K +$2.13K +54 New
HBW
356
Hazlett, Burt & Watson
West Virginia
$2K +$2K +46 New
NECFA
357
New England Capital Financial Advisors
Connecticut
$1.97K – – –
GI
358
Gradient Investments
Minnesota
$1.74K – – –
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$1.58K – – –
ACM
360
Antonetti Capital Management
Florida
$1.54K – – –
KFI
361
Key Financial Inc
Pennsylvania
$1.54K – – –
Jones Financial Companies
362
Jones Financial Companies
Missouri
$1.5K +$1.5K +38 New
CFB
363
Cullen/Frost Bankers
Texas
$1.09K – – –
TSWM
364
Tyler-Stone Wealth Management
Ohio
$1K – – –
CAL
365
Capital Analysts LLC
Pennsylvania
$1K +$1K +24 New
AAP
366
Arax Advisory Partners
Colorado
$790 – – –
LFA
367
Level Financial Advisors
New York
$789 – – –
WOSD
368
WFA of San Diego
California
$553 – – –
FRA
369
Front Row Advisors
California
$513 – – –
Toronto Dominion Bank
370
Toronto Dominion Bank
Ontario, Canada
$474 – – –
CPG
371
Cornerstone Planning Group
New Jersey
$237 +$237 +6 New
MIM
372
Macroview Investment Management
Maryland
$79 – – –
BBL
373
Beck Bode LLC
Massachusetts
– -$2.87M -72,711 Closed
VIA
374
Vident Investment Advisory
Georgia
– -$1.38M -34,870 Closed
OMC
375
Old Mission Capital
Illinois
– -$1.17M -29,455 Closed
13 14
15
16 17