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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 %
VNA
376
Valley National Advisers
Pennsylvania
$4K – – –
ADL
377
Asset Dedication LLC
California
$4K – – –
AWM
378
Avior Wealth Management
Nebraska
$3.97K -$1.22K -30 -23%
CWC
379
Carolinas Wealth Consulting
North Carolina
$3.89K – – –
PO
380
Private Ocean
California
$3.85K – – –
CSC
381
Caldwell Sutter Capital
California
$3.53K – – –
WAG
382
Wiser Advisor Group
Arizona
$3.23K +$3.23K +80 New
Kayne Anderson Rudnick Investment Management
383
Kayne Anderson Rudnick Investment Management
California
$3.16K +$1.52K +37 +93%
BIA
384
Bell Investment Advisors
California
$2.92K -$3.61K -89 -55%
AIC
385
Archer Investment Corporation
Indiana
$2.81K +$41 +1 +1%
Axa
386
Axa
France
$2.6K – – –
AWM
387
Abound Wealth Management
Tennessee
$2.51K – – –
FGAM
388
Financial Gravity Asset Management
Texas
$2.4K +$2.4K +58 New
IGWM
389
ICA Group Wealth Management
Colorado
$2.23K +$2.23K +55 New
HCM
390
Hollencrest Capital Management
California
$2.19K – – –
CFO
391
CVA Family Office
Colorado
$2.11K +$2.11K +52 New
ANBT
392
American National Bank & Trust
Texas
$2.07K -$39.1K -965 -95%
NECFA
393
New England Capital Financial Advisors
Connecticut
$2.03K – – –
HBW
394
Hazlett, Burt & Watson
West Virginia
$2K – – –
CAM
395
ClariVest Asset Management
California
$1.99K +$1.99K +49 New
FSWA
396
Financial Synergies Wealth Advisors
Texas
$1.84K +$94 +3 +5%
KFI
397
Key Financial Inc
Pennsylvania
$1.58K – – –
TVAMP
398
Tennessee Valley Asset Management Partners
Tennessee
$1.39K +$1.39K +34 New
RS
399
Rakuten Securities
Japan
$1.34K +$1.34K +33 New
TSWM
400
Tyler-Stone Wealth Management
Ohio
$1.26K – – –
14 15
16
17 18