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HSBC
HSBC

Overview Fund Activity

409 hedge funds and large institutions have $2.52B invested in HSBC in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 142 increasing their positions, 119 reducing their positions, and 32 closing their positions.

Holders
409
Holders Change
+37
Holders Change %
+9.95%
% of All Funds
6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
75
Increased
142
Reduced
119
Closed
32
Calls
$293M
Puts
$300M
Net Calls
-$6.94M
Net Calls Change
+$74.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$502M
2
Goldman Sachs
2
Goldman Sachs
New York
$200M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$22M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$471M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$33M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$91.6M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$47.5M
5
Ameriprise
5
Ameriprise
Minnesota
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$4.28M +$4.28M +105,286 New
Charles Schwab
52
Charles Schwab
California
$4.24M +$1.32M +32,603 +45%
SGI
53
Summit Global Investments
Utah
$4.14M -$28.2K -695 -0.7%
YIH
54
Y-Intercept (HK)
Hong Kong
$4.12M +$4.12M +101,536 New
OPS
55
Orion Portfolio Solutions
Nebraska
$4.02M -$563K -13,600 -12%
BCI
56
Brinker Capital Investments
Pennsylvania
$4.02M -$563K -13,600 -12%
US Bancorp
57
US Bancorp
Minnesota
$3.87M -$79.7K -1,967 -2%
Sanders Capital
58
Sanders Capital
Florida
$3.85M – – –
LPL Financial
59
LPL Financial
California
$3.82M +$1.02M +25,283 +37%
RFC
60
Regions Financial Corp
Alabama
$3.56M -$959K -23,659 -21%
Franklin Resources
61
Franklin Resources
California
$3.19M -$424K -10,465 -12%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$2.98M +$1.43M +9,087 +92%
ACM
63
Aquatic Capital Management
Illinois
$2.94M +$89.2K +2,200 +3%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$2.94M -$195K -4,803 -6%
CCA
65
Catalyst Capital Advisors
New York
$2.85M -$233K -5,750 -8%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.82M +$44.1K +1,088 +2%
EI
67
Ethic Inc
New York
$2.8M +$1.2M +29,696 +75%
YCM
68
Yousif Capital Management
Michigan
$2.77M +$130K +3,200 +5%
OPA
69
Old Port Advisors
Maine
$2.73M -$96.6K -2,382 -3%
NW
70
Naviter Wealth
Arkansas
$2.66M +$559K +13,787 +27%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$2.64M -$2.45M -60,479 -48%
IWC
72
Integrated Wealth Concepts
Massachusetts
$2.64M +$158K +3,887 +6%
JSL
73
JT Stratford LLC
Georgia
$2.54M +$568 +14 +0%
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$2.49M +$108K +2,669 +5%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$2.43M -$327K -8,065 -12%
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