407 hedge funds and large institutions have $2.1B invested in HSBC in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
5.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
139
Reduced
142
Closed
51
Calls
$181M
Puts
$139M
Net Calls
+$41.2M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
376
Carolinas Wealth Consulting
North Carolina
$3.92K
Amundi
377
Amundi
France
$3.9K +$3.9K +99 New
PO
378
Private Ocean
California
$3.74K
NSIM
379
North Star Investment Management
Illinois
$3.54K +$3.54K +90 New
CSC
380
Caldwell Sutter Capital
California
$3.42K
CPG
381
Cornerstone Planning Group
New Jersey
$3.42K +$3.16K +71 +1,183%
MG
382
Mather Group
Illinois
$3.2K +$3.2K +79 New
FWA
383
FSC Wealth Advisors
New York
$3.11K +$3.11K +79 New
Kayne Anderson Rudnick Investment Management
384
Kayne Anderson Rudnick Investment Management
California
$3.07K
VNA
385
Valley National Advisers
Pennsylvania
$3K
NRG
386
Nemes Rush Group
Michigan
$2.99K +$2.99K +76 New
WAG
387
Wiser Advisor Group
Arizona
$2.87K -$318 -8 -10%
AIC
388
Archer Investment Corporation
Indiana
$2.73K
AWM
389
Abound Wealth Management
Tennessee
$2.44K
FSWA
390
Financial Synergies Wealth Advisors
Texas
$2.21K -$118 -3 -5%
IGWM
391
ICA Group Wealth Management
Colorado
$2.17K
HCM
392
Hollencrest Capital Management
California
$2.13K
HBW
393
Hazlett, Burt & Watson
West Virginia
$2K
LI
394
LRI Investments
Florida
$2K +$2K +51 New
NECFA
395
New England Capital Financial Advisors
Connecticut
$1.97K
CAM
396
ClariVest Asset Management
California
$1.91K
KFI
397
Key Financial Inc
Pennsylvania
$1.54K
Axa
398
Axa
France
$1.3K -$1.22K -31 -48%
TSWM
399
Tyler-Stone Wealth Management
Ohio
$1.22K
CFB
400
Cullen/Frost Bankers
Texas
$1.09K