We are live on ! Find out more
HSBC icon

HSBC
HSBC

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: 412 → 411 (-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

Top Buyers

Rank Fund Capital Flow
1
Sanders Capital
Sanders Capital
Florida
+$113M
2
GAM
Groupama Asset Management
France
+$73.9M
3
Goldman Sachs
Goldman Sachs
New York
+$18.6M
4
Franklin Resources
Franklin Resources
California
+$14.9M
5
Millennium Management
Millennium Management
New York
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$244M
2
Lazard Asset Management
Lazard Asset Management
New York
-$86.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$44.8M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$1.53K – – –
Axa
402
Axa
France
$1.3K -$1.21K -31 -48%
TSWM
403
Tyler-Stone Wealth Management
Ohio
$1.22K – – –
CFB
404
Cullen/Frost Bankers
Texas
$1.09K – – –
LFG
405
Larson Financial Group
Missouri
$984 -$5.15K -132 -84%
PA
406
Pineridge Advisors
Missouri
$984 – – –
HIA
407
Harbor Investment Advisory
Maryland
$984 +$976 +25 New
VWWMG
408
Vermillion & White Wealth Management Group
Pennsylvania
$617 – – –
FRA
409
Front Row Advisors
California
$532 +$507 +13 New
Toronto Dominion Bank
410
Toronto Dominion Bank
Ontario, Canada
$472 – – –
MIM
411
Macroview Investment Management
Maryland
$79 – – –
FIA
412
FNY Investment Advisers
New York
$70 -$144K -3,694 -67%
CCMG
413
Clark Capital Management Group
Pennsylvania
– -$44.8M -1,104,981 Closed
Fidelity International
414
Fidelity International
Bermuda
– -$24.7M -610,222 Closed
APG Asset Management
415
APG Asset Management
Netherlands
– -$7.5M -204,300 Closed
SGI
416
Summit Global Investments
Utah
– -$4.14M -102,083 Closed
ACM
417
Aquatic Capital Management
Illinois
– -$2.94M -72,500 Closed
FHWM
418
Fox Hill Wealth Management
Massachusetts
– -$1.71M -42,240 Closed
CWP
419
Capital Wealth Planning
Florida
– -$1.13M -27,921 Closed
PCM
420
Penserra Capital Management
California
– -$1.13M -27,921 Closed
VCA
421
Verdence Capital Advisors
Maryland
– -$953K -23,512 Closed
Point72 Asset Management
422
Point72 Asset Management
Connecticut
– -$896K -22,100 Closed
CSS
423
Cubist Systematic Strategies
Connecticut
– -$825K -20,353 Closed
EFH
424
Eaton Financial Holdings
Florida
– -$815K -20,112 Closed
CCIA
425
Campbell & Co Investment Adviser
Maryland
– -$702K -17,324 Closed
15 16
17
18 19

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.