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HSBC
HSBC

411 hedge funds and large institutions have $2.1B invested in HSBC in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $181M | Put options by funds: $139M

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

0.03% less ownership

Funds ownership: 0.32% → 0.29% (-0.03%)

0% less funds holding

Funds holding: 412 → 411 (-1)

1% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 142

17% less capital invested

Capital invested by funds: $2.52B → $2.1B (-$418M)

Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
52
Increased
140
Reduced
142
Closed
51
Calls
$181M
Puts
$139M
Net Calls
+$41.2M
Net Calls Change
+$48.2M

Top Buyers

Rank Fund Capital Flow
1
Sanders Capital
Sanders Capital
Florida
+$113M
2
GAM
Groupama Asset Management
France
+$73.9M
3
Goldman Sachs
Goldman Sachs
New York
+$18.6M
4
Franklin Resources
Franklin Resources
California
+$14.9M
5
Millennium Management
Millennium Management
New York
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$244M
2
Lazard Asset Management
Lazard Asset Management
New York
-$86.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$44.8M
4
Fidelity International
Fidelity International
Bermuda
-$24.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$4.45M +$103K +2,639 +2%
SIS
52
Susquehanna International Securities
Ireland
$4.43M +$3.26M +83,403 +286%
MHP
53
Manatuck Hill Partners
Connecticut
$4.23M – – –
LPL Financial
54
LPL Financial
California
$3.69M -$20.1K -515 -0.5%
SSA
55
Schonfeld Strategic Advisors
New York
$3.66M +$1.48M +37,883 +69%
US Bancorp
56
US Bancorp
Minnesota
$3.64M -$113K -2,903 -3%
NW
57
Naviter Wealth
Arkansas
$3.53M +$814K +20,856 +32%
Cerity Partners
58
Cerity Partners
New York
$3.51M +$1.68M +43,154 +94%
QCM
59
Quantinno Capital Management
New York
$3.33M -$919K -23,549 -22%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$3.06M -$30.5K -781 -4%
GQG Partners
61
GQG Partners
Florida
$2.97M -$2.58M -66,190 -47%
RWM
62
Ritholtz Wealth Management
New York
$2.83M +$660K +16,917 +31%
Nomura Holdings
63
Nomura Holdings
Japan
$2.75M +$2.73M +69,951 New
CCA
64
Catalyst Capital Advisors
New York
$2.72M -$46.8K -1,200 -2%
OPA
65
Old Port Advisors
Maine
$2.63M -$25.9K -664 -1%
YCM
66
Yousif Capital Management
Michigan
$2.6M -$85.9K -2,200 -3%
VPIM
67
Vanguard Personalized Indexing Management
California
$2.59M +$425K +10,882 +20%
CAM
68
Cresset Asset Management
Illinois
$2.56M +$261K +6,692 +12%
GCM
69
Graham Capital Management
Connecticut
$2.48M +$2.46M +62,926 New
Squarepoint
70
Squarepoint
New York
$2.46M +$1.19M +30,540 +96%
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$2.38M -$44.4K -1,138 -2%
MML Investors Services
72
MML Investors Services
Massachusetts
$2.37M +$356K +9,132 +18%
Stifel Financial
73
Stifel Financial
Missouri
$2.37M +$136K +3,493 +6%
WFI
74
West Family Investments
California
$2.24M +$51.9K +1,330 +2%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$2.24M -$125K -3,204 -5%
1 2
3
4 5

HSBC Hedge Fund Activity: Q1 2024 in Review

411 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q1 2024, worth a combined $2.1B — down 17% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HSBC positions and 51 closed out — a net gain of 1 holder — while 140 added to existing stakes and 142 trimmed.

The largest buyer was Sanders Capital, adding an estimated $113M. The largest seller was Morgan Stanley, cutting an estimated $244M.

  • 411 institutional investors held HSBC (HSBC) as of Q1 2024, down from 412 in Q4 2023.
  • Funds reported $2.1B of HSBC stock for Q1 2024, down 17% quarter-over-quarter.
  • 52 funds opened new HSBC positions in Q1 2024 and 51 closed out, a net change of +1 holder.
  • The largest HSBC buyer in Q1 2024 was Sanders Capital, an estimated $113M added.
  • The largest HSBC seller in Q1 2024 was Morgan Stanley, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2024.