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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
PP
376
PrairieView Partners
Minnesota
$6K
FLPIM
377
F.L. Putnam Investment Management
Massachusetts
$5.96K +$17.3K +400 New
OLVIG
378
Oliver Lagore Vanvalin Investment Group
Michigan
$4.88K
MRCM
379
M&R Capital Management
New Jersey
$4.75K
CA
380
Continuum Advisory
Idaho
$4.72K +$694 +16 +18%
ADL
381
Asset Dedication LLC
California
$4.52K
CAM
382
Chesapeake Asset Management
New York
$4.52K
IHWM
383
Iron Horse Wealth Management
Iowa
$4.52K
MSG
384
Main Street Group
Virginia
$4.52K
CBT
385
CoreFirst Bank & Trust
Kansas
$4.52K +$4.33K +100 New
HI
386
Hoey Investments
Pennsylvania
$4.35K
PIS
387
POM Investment Strategies
North Carolina
$4.29K +$4.12K +95 New
FHA
388
First Horizon Advisors
Tennessee
$4.24K -$6.76K -156 -63%
VNA
389
Valley National Advisers
Pennsylvania
$4K
HWP
390
Highline Wealth Partners
California
$3.98K -$1.86K -43 -33%
CSC
391
Caldwell Sutter Capital
California
$3.93K
CWC
392
Carolinas Wealth Consulting
North Carolina
$3.79K
SIS
393
Sound Income Strategies
Florida
$3.75K
Kayne Anderson Rudnick Investment Management
394
Kayne Anderson Rudnick Investment Management
California
$3.67K +$43 +1 +1%
CAM
395
Creekmur Asset Management
Illinois
$3.66K
FWA
396
FSC Wealth Advisors
New York
$3.57K
MG
397
Mather Group
Illinois
$3.57K
WAG
398
Wiser Advisor Group
Arizona
$3.41K
AIC
399
Archer Investment Corporation
Indiana
$3.4K +$43 +1 +1%
MFG
400
Mendota Financial Group
Wisconsin
$3.21K +$954 +22 +45%

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.