HSBC icon

HSBC
HSBC

Overview Fund Activity

372 hedge funds and large institutions have $2.31B invested in HSBC in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+10
Holders Change %
+2.76%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
51
Increased
136
Reduced
86
Closed
39
Calls
$252M
Puts
$333M
Net Calls
-$81.6M
Net Calls Change
-$108M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$30.6M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$444M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
CGH
5
Crossmark Global Holdings
Texas
$19.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$89.4M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$116M
3
Goldman Sachs
3
Goldman Sachs
New York
$169M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$56.2M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sanders Capital
51
Sanders Capital
Florida
$3.75M +$844K +21,380 +29%
QCM
52
Quantinno Capital Management
New York
$3.74M +$2.22M +56,295 +146%
Franklin Resources
53
Franklin Resources
California
$3.52M +$2.72M +68,891 +340%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$3.48M -$2.38M -60,290 -41%
ST
55
SAL Trading
Pennsylvania
$3.26M +$3.26M +82,700 New
API
56
Advisor Partners II
California
$3.24M +$285K +7,224 +10%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$3.24M +$3.24M +82,088 New
SEI Investments
58
SEI Investments
Pennsylvania
$3.13M +$342K +8,673 +12%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.05M +$388K +9,826 +15%
CCA
60
Catalyst Capital Advisors
New York
$3M -$124K -3,150 -4%
Charles Schwab
61
Charles Schwab
California
$2.85M +$895K +22,672 +46%
ACM
62
Aquatic Capital Management
Illinois
$2.77M +$2.39M +60,600 +625%
OPA
63
Old Port Advisors
Maine
$2.76M +$2.76M +69,831 New
LPL Financial
64
LPL Financial
California
$2.73M +$299K +7,586 +12%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.7M +$2.42M +61,247 +853%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.69M -$218K -5,536 -8%
BSW
67
Buckingham Strategic Wealth
Missouri
$2.65M +$38.2K +969 +1%
YCM
68
Yousif Capital Management
Michigan
$2.57M -$73.4K -1,860 -3%
JSL
69
JT Stratford LLC
Georgia
$2.47M +$1.34M +33,927 +118%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.44M +$1.03M +26,122 +73%
IWC
71
Integrated Wealth Concepts
Massachusetts
$2.42M -$631 -16 -0%
CAM
72
Cresset Asset Management
Illinois
$2.35M +$348K +8,817 +17%
WFI
73
West Family Investments
California
$2.35M +$153K +3,884 +7%
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$2.32M -$166K -4,216 -7%
VPIM
75
Vanguard Personalized Indexing Management
California
$2.24M +$117K +2,955 +5%
1 2
3
4 5