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 %
MPM
26
Meritage Portfolio Management
Kansas
$9.35M -$396K -10,060 -4%
Citadel Advisors
27
Citadel Advisors
Florida
$8.23M -$20.6M -522,933 -71%
Ameriprise
28
Ameriprise
Minnesota
$7.49M -$1.41M -35,584 -16%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$6.94M +$1.55M +39,344 +29%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$6.59M -$409K -10,382 -6%
AAIM
31
American Assets Investment Management
California
$6.57M
Creative Planning
32
Creative Planning
Kansas
$6.53M +$378K +9,610 +6%
PC
33
Promethos Capital
Massachusetts
$6.42M +$440K +11,172 +7%
EI
34
Ethic Inc
New York
$6.33M +$3.61M +91,821 +133%
RG
35
Renaissance Group
Kentucky
$6.31M -$4.64K -118 -0.1%
HighTower Advisors
36
HighTower Advisors
Illinois
$5.83M +$114K +2,900 +2%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$5.68M -$467K -11,858 -8%
Mariner
38
Mariner
Kansas
$5.59M +$91.5K +2,324 +2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$5.55M +$1.05M +26,682 +23%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$5.54M +$1.37M +34,424 +33%
Charles Schwab
41
Charles Schwab
California
$5.54M +$1.42M +35,959 +34%
HAI
42
Hennessy Advisors Inc
California
$5.21M -$409K -10,400 -7%
UBS Group
43
UBS Group
Switzerland
$5.17M +$94.5K +2,402 +2%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$5.12M +$339K +8,621 +7%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$5.05M -$672K -17,068 -12%
YIH
46
Y-Intercept (HK)
Hong Kong
$4.97M +$976K +24,788 +24%
SCP
47
Stamos Capital Partners
California
$4.96M +$4.45M +113,170 +884%
RAM
48
Ramirez Asset Management
New York
$4.77M +$51.9K +1,318 +1%
IF
49
Insight Folios
North Carolina
$4.59M +$4.59M +116,598 New
M&T Bank
50
M&T Bank
New York
$4.45M -$286K -7,273 -6%