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 %
KOC
426
Koss-Olinger Consulting
Florida
-$542K -13,370 Closed
BCM
427
Bayesian Capital Management
New York
-$536K -13,213 Closed
CWM
428
Calamos Wealth Management
Illinois
-$448K -11,046 Closed
APWM
429
Argonautica Private Wealth Management
Massachusetts
-$388K -9,573 Closed
BAM
430
Blueshift Asset Management
New Jersey
-$374K -9,227 Closed
ClearBridge Investments
431
ClearBridge Investments
New York
-$312K -7,697 Closed
CQS
432
Credential Qtrade Securities
-$293K -7,228 Closed
CCP
433
Clifford Capital Partners
Utah
-$244K -6,017 Closed
WRPWM
434
Werba Rubin Papier Wealth Management
California
-$226K -5,583 Closed
JFL
435
Jarislowsky, Fraser Ltd
Quebec, Canada
-$220K -5,425 Closed
Victory Capital Management
436
Victory Capital Management
Texas
-$219K -5,391 Closed
FA
437
FDx Advisors
Illinois
-$217K -5,346 Closed
NP
438
Nilsine Partners
Colorado
-$212K -5,219 Closed
KPWS
439
Kestra Private Wealth Services
Texas
-$206K -5,092 Closed
SC
440
Scotia Capital
Ontario, Canada
-$206K -5,090 Closed
SWS
441
SYSTM Wealth Solutions
Illinois
-$180K -4,432 Closed
ASN
442
Advisory Services Network
Georgia
-$162K -4,002 Closed
GWS
443
Glassman Wealth Services
Virginia
-$119K -2,936 Closed
RFS
444
Richardson Financial Services
Massachusetts
-$27.4K -675 Closed
BF
445
BOK Financial
Oklahoma
-$21.9K -539 Closed
AP
446
Arlington Partners
Alabama
-$13.6K -335 Closed
NMM
447
Naples Money Management
Florida
-$8.79K -217 Closed
LA
448
LM Advisors
California
-$7.91K -195 Closed
EBA
449
Eagle Bay Advisors
New York
-$7.34K -181 Closed
PWMG
450
Prestige Wealth Management Group
New Jersey
-$5.8K -143 Closed