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HSBC
HSBC

Overview Fund Activity

362 hedge funds and large institutions have $2.35B invested in HSBC in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 142 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
5.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
142
Reduced
79
Closed
36
Calls
$214M
Puts
$187M
Net Calls
+$26.5M
Net Calls Change
-$42.3M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$175M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$40.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$329M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$434M
5
BlackRock
5
BlackRock
New York
$79M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Jane Street
2
Jane Street
New York
$173M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$66.8M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$456K
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
101
Eagle Asset Management
Florida
$1.16M -$43.2K -1,091 -4%
QCG
102
Quadrant Capital Group
Ohio
$1.15M +$218K +5,499 +23%
JSL
103
JT Stratford LLC
Georgia
$1.14M +$384K +9,698 +51%
VCA
104
Verdence Capital Advisors
Maryland
$1.12M -$163K -4,121 -13%
IA
105
IFG Advisory
Georgia
$1.12M +$1.12M +28,208 New
LSAG
106
Lake Street Advisors Group
New Hampshire
$1.1M +$86.1K +2,173 +8%
CCP
107
Clifford Capital Partners
Utah
$1.1M +$1.1M +27,734 New
KS
108
Karpas Strategies
Connecticut
$1.08M – – –
FFM
109
Forum Financial Management
Illinois
$1.07M – – –
PFO
110
Pathstone Family Office
New Jersey
$1.06M +$57.9K +1,442 +6%
MCM
111
MAI Capital Management
Ohio
$1.05M +$19K +479 +2%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$1.05M +$61.1K +1,543 +6%
Squarepoint
113
Squarepoint
New York
$1.02M +$1.02M +25,815 New
WI
114
Wintrust Investments
Illinois
$1.02M +$1.02M +25,775 New
Vontobel Holding
115
Vontobel Holding
Switzerland
$1.02M – – –
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$1.02M +$1.02M +25,718 New
BIP
117
Brandes Investment Partners
California
$995K -$10.6K -268 -1%
AWM
118
AE Wealth Management
Kansas
$986K +$986K +24,885 New
ATPW
119
Ashton Thomas Private Wealth
Arizona
$977K +$716K +18,082 +275%
CAN
120
Cetera Advisor Networks
California
$933K +$277K +7,004 +42%
SFA
121
Sequoia Financial Advisors
Ohio
$931K +$149K +3,766 +19%
MIS
122
Morningstar Investment Services
Illinois
$916K +$62K +1,584 +7%
PI
123
PEAK6 Investments
Illinois
$915K +$411K +10,367 +81%
OCM
124
Orleans Capital Management
Louisiana
$914K +$151K +3,815 +20%
SAI
125
Systematic Alpha Investments
New Jersey
$911K – – –
3 4
5
6 7