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411 hedge funds and large institutions have $2.1B invested in HSBC in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $181M | Put options by funds: $139M

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

0.03% less ownership

Funds ownership: 0.32%0.29% (-0.03%)

0% less funds holding

Funds holding: 412411 (-1)

1% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 142

17% less capital invested

Capital invested by funds: $2.52B → $2.1B (-$418M)

Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
140
Reduced
142
Closed
51
Calls
$181M
Puts
$139M
Net Calls
+$41.2M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
351
Valued Wealth Advisors
Utah
$7.73K
WB
352
Webster Bank
Connecticut
$7.6K +$7.53K +193 New
CPBTD
353
Central Pacific Bank - Trust Division
Hawaii
$7.59K +$7.53K +193 New
FHA
354
First Horizon Advisors
Tennessee
$7.22K -$8.74K -224 -55%
Macquarie Group
355
Macquarie Group
Australia
$7K +$117 +3 +2%
CA
356
CoreCap Advisors
Michigan
$6.89K +$6.83K +175 New
FCA
357
FinTrust Capital Advisors
South Carolina
$6.26K
PP
358
PrairieView Partners
Minnesota
$6K
TFA
359
Transamerica Financial Advisors
Florida
$6K +$5.43K +139 New
BWP
360
Baldwin Wealth Partners
Massachusetts
$5.9K
DSC
361
Duncker Streett & Co
Missouri
$5.83K
RS
362
Rakuten Securities
Japan
$5.75K +$4.41K +113 +342%
EAM
363
Eukles Asset Management
Ohio
$5.24K +$5.19K +133 New
SIS
364
Sound Income Strategies
Florida
$4.88K
JWM
365
Janiczek Wealth Management
Colorado
$4.41K
TPCW
366
TD Private Client Wealth
New York
$4.37K -$45.6K -1,168 -91%
WTC
367
WhitTier Trust Company
Nevada
$4.33K
OLVIG
368
Oliver Lagore Vanvalin Investment Group
Michigan
$4.25K -$3.24K -83 -43%
BIA
369
Bell Investment Advisors
California
$4.21K +$1.37K +35 +49%
MRCM
370
M&R Capital Management
New Jersey
$4.13K
CA
371
Continuum Advisory
Idaho
$4.13K +$3.71K +95 New
CFO
372
CVA Family Office
Colorado
$4.09K +$2.03K +52 +100%
ADL
373
Asset Dedication LLC
California
$4K
NFSG
374
Newbridge Financial Services Group
Florida
$3.94K -$5.86K -150 -60%
CAM
375
Chesapeake Asset Management
New York
$3.94K

HSBC Hedge Fund Activity: Q1 2024 in Review

411 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2024, worth a combined $2.1B — down 17% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HSBC positions and 51 closed out — a net gain of 1 holder — while 140 added to existing stakes and 142 trimmed.

The largest buyer was Sanders Capital, adding an estimated $113M. The largest seller was Morgan Stanley, cutting an estimated $244M.

  • 411 institutional investors held HSBC (HSBC) as of Q1 2024, down from 412 in Q4 2023.
  • Funds reported $2.1B of HSBC stock for Q1 2024, down 17% quarter-over-quarter.
  • 52 funds opened new HSBC positions in Q1 2024 and 51 closed out, a net change of +1 holder.
  • The largest HSBC buyer in Q1 2024 was Sanders Capital, an estimated $113M added.
  • The largest HSBC seller in Q1 2024 was Morgan Stanley, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2024.