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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
IAIM
401
International Assets Investment Management
Florida
$2.68K +$5.25M +121,200 New
HCM
402
Hollencrest Capital Management
California
$2.44K
W
403
WealthCollab
Washington
$2.35K +$2.25K +52 New
LI
404
LRI Investments
Florida
$2.28K
AP
405
Aspect Partners
Virginia
$2.26K
NECFA
406
New England Capital Financial Advisors
Connecticut
$2.26K
CYG
407
Clean Yield Group
Vermont
$2.17K +$2.08K +48 New
CAM
408
ClariVest Asset Management
California
$2.14K
HBW
409
Hazlett, Burt & Watson
West Virginia
$2K
LIS
410
Legacy Investment Solutions
Idaho
$1.98K +$1.91K +44 New
LWMI
411
Legacy Wealth Management (Idaho)
Idaho
$1.98K +$1.91K +44 New
AWM
412
Abound Wealth Management
Tennessee
$1.81K +$737 +17 +74%
KFI
413
Key Financial Inc
Pennsylvania
$1.76K
Axa
414
Axa
France
$1.49K
TSMHT
415
Thurston Springer Miller Herd & Titak
Indiana
$1.49K
CFB
416
Cullen/Frost Bankers
Texas
$1.18K -$87 -2 -7%
PA
417
Pineridge Advisors
Missouri
$1.13K
AAP
418
Arax Advisory Partners
Colorado
$995 +$43 +1 +5%
CTC
419
Central Trust Company
Missouri
$906 +$867 +20 New
RS
420
Rakuten Securities
Japan
$497 +$173 +4 +57%
LSA
421
Leonteq Securities AG
Switzerland
$316
WBC
422
West Branch Capital
Massachusetts
$147 +$130 +3 New
MIM
423
Macroview Investment Management
Maryland
$91
NFA
424
Northwest Financial Advisors
Virginia
$46 +$43 +1 New
GAM
425
Groupama Asset Management
France
-$21.2M -2,451,392 Closed

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.