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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
AE Wealth Management
Kansas
$996K +$14.3K +362 +1%
MIS
127
Morningstar Investment Services
Illinois
$975K +$46.7K +1,176 +5%
BIP
128
Brandes Investment Partners
California
$963K -$27.5K -697 -3%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$959K -$14.4K -365 -1%
OCM
130
Orleans Capital Management
Louisiana
$939K +$29K +735 +3%
SFA
131
Sequoia Financial Advisors
Ohio
$929K +$1.5K +38 +0.2%
Invesco
132
Invesco
Georgia
$920K +$50.4K +1,277 +6%
DWT
133
Dorsey & Whitney Trust
South Dakota
$916K +$38.8K +984 +4%
CCA
134
Checchi Capital Advisers
California
$914K +$69.5K +1,761 +8%
GF
135
Gabelli Funds
New York
$908K
SAI
136
Systematic Alpha Investments
New Jersey
$908K
VT
137
Vise Technologies
New York
$906K +$40.5K +1,027 +5%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$857K +$67.6K +1,713 +9%
MPPW
139
Mitchell & Pahl Private Wealth
Oklahoma
$831K +$79.7K +2,021 +11%
ZB
140
Zions Bancorporation
Utah
$823K +$170K +4,317 +26%
LFAS
141
Level Four Advisory Services
Texas
$817K -$475K -12,027 -37%
GT
142
Glenmede Trust
Pennsylvania
$806K +$68.8K +1,743 +9%
Prudential Financial
143
Prudential Financial
New Jersey
$798K +$92.7K +2,348 +13%
EFH
144
Eaton Financial Holdings
Florida
$797K +$797K +20,191 New
MP
145
McDonald Partners
Ohio
$792K +$8.09K +205 +1%
RC
146
RBF Capital
California
$789K
DC
147
Davenport & Co
Virginia
$789K +$200K +5,067 +34%
WS
148
Wedbush Securities
California
$787K +$294K +7,457 +60%
SIA
149
SeaBridge Investment Advisors
New Jersey
$785K
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$785K +$785K +19,883 New