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HSBC
HSBC

Overview Fund Activity

460 hedge funds and large institutions have $2.67B invested in HSBC in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 180 increasing their positions, 120 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+39
Holders Change %
+9.26%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
180
Reduced
120
Closed
30
Calls
$154M
Puts
$193M
Net Calls
-$39.3M
Net Calls Change
-$27.4M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$138M
2
UBS Group
2
UBS Group
Switzerland
$38.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$143M
4
CCM
4
Contrarian Capital Management
Connecticut
$11.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$17.2M

Top Sellers

1
MIF
1
Mediolanum International Funds
Ireland
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.5M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Millennium Management
4
Millennium Management
New York
$588K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$12.9M +$2.24M +45,387 +21%
CCM
27
Contrarian Capital Management
Connecticut
$11.9M +$11.9M +240,876 New
QCM
28
Quantinno Capital Management
New York
$11.1M +$2.18M +43,978 +24%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$9.55M -$5.22M -105,466 -35%
JCM
30
Janney Capital Management
Pennsylvania
$9.31M +$9.31M +188,151 New
Mariner
31
Mariner
Kansas
$9.25M +$1.01M +20,326 +12%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$9.09M +$438K +8,860 +5%
EI
33
Ethic Inc
New York
$8.63M +$675K +13,642 +8%
GQG Partners
34
GQG Partners
Florida
$8.55M +$4.83M +97,574 +130%
Ameriprise
35
Ameriprise
Minnesota
$8.4M -$57.9K -1,170 -0.7%
AAIM
36
American Assets Investment Management
California
$8.26M – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$8.11M +$303K +6,133 +4%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$8.1M +$279K +5,636 +4%
PC
39
Promethos Capital
Massachusetts
$7.93M -$124K -2,501 -2%
LPL Financial
40
LPL Financial
California
$7.59M +$1.43M +28,875 +23%
Parallax Volatility Advisers
41
Parallax Volatility Advisers
California
$7.28M +$1.72M +34,762 +31%
RWM
42
Ritholtz Wealth Management
New York
$6.98M +$767K +15,510 +12%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$6.94M -$589K -11,908 -8%
Stifel Financial
44
Stifel Financial
Missouri
$6.74M -$87.2K -1,764 -1%
GIC
45
Generali Investments CEE
Czech Republic
$6.4M +$6.4M +129,493 New
HAI
46
Hennessy Advisors Inc
California
$6.19M -$228K -4,600 -4%
RAM
47
Ramirez Asset Management
New York
$5.98M +$196K +3,967 +3%
ACM
48
Aquatic Capital Management
Illinois
$5.95M +$5.95M +120,387 New
Renaissance Technologies
49
Renaissance Technologies
New York
$5.74M -$7.75M -156,650 -57%
M&T Bank
50
M&T Bank
New York
$5.71M +$33.5K +678 +0.6%
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