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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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$2.38M -$124K -3,066 -5%
Stifel Financial
77
Stifel Financial
Missouri
$2.3M +$449K +11,080 +24%
CAM
78
Cresset Asset Management
Illinois
$2.27M -$141K -3,480 -6%
QI
79
Qtron Investments
Massachusetts
$2.26M +$197K +4,853 +10%
WFI
80
West Family Investments
California
$2.26M -$156K -3,853 -6%
SSA
81
Schonfeld Strategic Advisors
New York
$2.23M +$2.23M +55,054 New
FTDI
82
First Trust Direct Indexing
Massachusetts
$2.23M +$46.1K +1,136 +2%
RWM
83
Ritholtz Wealth Management
New York
$2.23M +$265K +6,539 +14%
VPIM
84
Vanguard Personalized Indexing Management
California
$2.22M -$79.1K -1,950 -3%
BIP
85
Brandes Investment Partners
California
$2.22M +$1.23M +30,296 +124%
MML Investors Services
86
MML Investors Services
Massachusetts
$2.08M +$529K +13,042 +34%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$2.05M +$81.6K +2,013 +4%
MIS
88
Morningstar Investment Services
Illinois
$2.04M +$1.04M +25,746 +105%
PAG
89
Private Advisor Group
New Jersey
$2.03M +$19.2K +473 +1%
Corient Private Wealth
90
Corient Private Wealth
Florida
$1.98M -$83.1K -2,050 -4%
Cerity Partners
91
Cerity Partners
New York
$1.86M +$684K +16,866 +58%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$1.85M -$49.3K -1,216 -3%
BSW
93
Buckingham Strategic Wealth
Missouri
$1.81M -$911K -22,470 -33%
EARNEST Partners
94
EARNEST Partners
Georgia
$1.81M -$42.3K -1,043 -2%
VA
95
Vident Advisory
Georgia
$1.73M +$58.5K +1,444 +3%
FHWM
96
Fox Hill Wealth Management
Massachusetts
$1.71M +$1.71M +42,240 New
CIBC World Market
97
CIBC World Market
Ontario, Canada
$1.71M -$29.5K -728 -2%
S
98
SignatureFD
Georgia
$1.69M +$119K +2,936 +8%
PAS
99
Park Avenue Securities
New York
$1.63M +$342K +8,428 +26%
Barclays
100
Barclays
United Kingdom
$1.63M -$2.6K -64 -0.2%
2 3
4
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