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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
Renaissance Technologies
26
Renaissance Technologies
New York
$12.3M -$7.66M -176,700 -39%
Creative Planning
27
Creative Planning
Kansas
$10M +$831K +19,165 +9%
Charles Schwab
28
Charles Schwab
California
$9.75M +$1.19M +27,495 +15%
QCM
29
Quantinno Capital Management
New York
$8.13M -$515K -11,876 -6%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$7.82M +$4.12M +94,991 +124%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$7.8M +$475K +10,960 +7%
Ameriprise
32
Ameriprise
Minnesota
$7.72M -$92K -2,123 -1%
AAIM
33
American Assets Investment Management
California
$7.54M
Mariner
34
Mariner
Kansas
$7.54M +$244K +5,622 +3%
PC
35
Promethos Capital
Massachusetts
$7.35M -$36.6K -844 -0.5%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$7.15M -$1.78K -41 -0%
HighTower Advisors
37
HighTower Advisors
Illinois
$7.13M +$1.04M +24,080 +18%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$6.88M -$290K -6,698 -4%
RG
39
Renaissance Group
Kentucky
$6.85M -$138K -3,192 -2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$6.67M +$558K +12,866 +10%
SSA
41
Schonfeld Strategic Advisors
New York
$6.35M +$6.09M +140,454 New
EI
42
Ethic Inc
New York
$6.33M -$985K -22,716 -12%
Stifel Financial
43
Stifel Financial
Missouri
$6.24M +$1.71M +39,465 +40%
IF
44
Insight Folios
North Carolina
$5.91M +$403K +9,299 +8%
HAI
45
Hennessy Advisors Inc
California
$5.87M
RWM
46
Ritholtz Wealth Management
New York
$5.68M +$1.05M +24,149 +24%
LPL Financial
47
LPL Financial
California
$5.63M +$62.9K +1,450 +1%
RAM
48
Ramirez Asset Management
New York
$5.28M +$82.7K +1,907 +2%
M&T Bank
49
M&T Bank
New York
$5.19M -$83.8K -1,933 -2%
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
$5.08M -$2.06M -47,634 -30%

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.