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424 hedge funds and large institutions have $2.37B invested in HSBC in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

20% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 136

1% more funds holding

Funds holding: 418424 (+6)

1.2% more ownership

Funds ownership: 0.3%1.5% (+1.2%)

1% more capital invested

Capital invested by funds: $2.36B → $2.37B (+$13.5M)

7% less call options, than puts

Call options by funds: $161M | Put options by funds: $173M

Holders
424
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
163
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
351
Reston Wealth Management
Virginia
$14K +$13.4K +310 New
PPC
352
Park Place Capital
Alabama
$14K -$867 -20 -6%
CIA
353
Cape Investment Advisory
Georgia
$13.7K
HI
354
Harbour Investments
Wisconsin
$12.5K +$1.34K +31 +13%
BWP
355
Baldwin Wealth Partners
Massachusetts
$11.7K +$4.72K +109 +73%
BCWM
356
Bartlett & Co Wealth Management
Ohio
$11.5K
AFG
357
Albion Financial Group
Utah
$11.3K
FCA
358
FinTrust Capital Advisors
South Carolina
$11.2K -$2.51K -58 -19%
Federated Hermes
359
Federated Hermes
Pennsylvania
$11.1K
PW
360
Paladin Wealth
Minnesota
$10.3K +$9.88K +228 New
Macquarie Group
361
Macquarie Group
Australia
$10K +$2.04K +47 +25%
CPG
362
Cornerstone Planning Group
New Jersey
$9.47K +$3.64K +84 +70%
CPBTD
363
Central Pacific Bank - Trust Division
Hawaii
$8.72K
VWA
364
Valued Wealth Advisors
Utah
$8.54K
TPCW
365
TD Private Client Wealth
New York
$8.4K -$101K -2,337 -93%
SSB
366
Sandy Spring Bank
Maryland
$8.13K
NSIM
367
North Star Investment Management
Illinois
$8.13K +$3.9K +90 +100%
FFO
368
Fortitude Family Office
Arizona
$8.09K -$224K -5,157 -97%
HWA
369
HHM Wealth Advisors
Tennessee
$7.14K
LCM
370
Logan Capital Management
Pennsylvania
$7K +$6.72K +155 New
CFO
371
CVA Family Office
Colorado
$6.96K
DSC
372
Duncker Streett & Co
Missouri
$6.69K
BIA
373
Bell Investment Advisors
California
$6.55K
CA
374
CoreCap Advisors
Michigan
$6.01K +$5.76K +133 New
FCG
375
Financial Connections Group
California
$6K

HSBC Hedge Fund Activity: Q3 2024 in Review

424 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2024, worth a combined $2.37B — up 0.57% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HSBC positions and 37 closed out — a net gain of 10 holders — while 163 added to existing stakes and 136 trimmed.

The largest buyer was Mediolanum International Funds, opening a new position worth an estimated $134M. The largest seller was Citigroup, cutting an estimated $62.8M.

  • 424 institutional investors held HSBC (HSBC) as of Q3 2024, up from 418 in Q2 2024.
  • Funds reported $2.37B of HSBC stock for Q3 2024, up 0.57% quarter-over-quarter.
  • 47 funds opened new HSBC positions in Q3 2024 and 37 closed out, a net change of +10 holders.
  • The largest HSBC buyer in Q3 2024 was Mediolanum International Funds, an estimated $134M added.
  • The largest HSBC seller in Q3 2024 was Citigroup, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2024.