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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.

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

Top Sellers

1
Jane Street
Jane Street
New York
$33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Lazard Asset Management
Lazard Asset Management
New York
$91.6M
4
Renaissance Technologies
Renaissance Technologies
New York
$47.5M
5
Ameriprise
Ameriprise
Minnesota
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
126
Miracle Mile Advisors
California
$1.12M -$115K -2,835 -9%
SIA
127
Schechter Investment Advisors
Michigan
$1.1M -$132K -3,255 -11%
KS
128
Karpas Strategies
Connecticut
$1.1M – – –
EAM
129
Eagle Asset Management
Florida
$1.1M -$48.4K -1,194 -4%
AWM
130
AE Wealth Management
Kansas
$1.1M +$97.8K +2,467 +10%
FFM
131
Forum Financial Management
Illinois
$1.09M -$10.8K -266 -1%
OCM
132
Orleans Capital Management
Louisiana
$1.08M +$118K +2,905 +12%
MCM
133
MAI Capital Management
Ohio
$1.08M +$10.7K +264 +1%
GT
134
Glenmede Trust
Pennsylvania
$1.07M +$242K +5,958 +29%
FCMA
135
Foresight Capital Management Advisors
Michigan
$1.07M +$1.07M +26,367 New
SFA
136
Sequoia Financial Advisors
Ohio
$1.06M +$110K +2,724 +12%
DC
137
Davenport & Co
Virginia
$1.05M +$237K +5,841 +29%
VT
138
Vise Technologies
New York
$1M +$71.5K +1,764 +8%
DWT
139
Dorsey & Whitney Trust
South Dakota
$966K +$25.7K +635 +3%
ATPW
140
Ashton Thomas Private Wealth
Arizona
$958K -$27.5K -678 -3%
VCA
141
Verdence Capital Advisors
Maryland
$953K -$248K -6,122 -21%
GF
142
Gabelli Funds
New York
$932K – – –
SAI
143
Systematic Alpha Investments
New Jersey
$932K – – –
Point72 Asset Management
144
Point72 Asset Management
Connecticut
$896K +$896K +22,100 New
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$879K -$1.5K -37 -0.2%
CCA
146
Checchi Capital Advisers
California
$868K -$71K -1,752 -8%
PA
147
Profund Advisors
Maryland
$864K +$166K +4,084 +24%
Wolverine Trading
148
Wolverine Trading
Illinois
$857K +$548K +13,529 +178%
MPPW
149
Mitchell & Pahl Private Wealth
Oklahoma
$855K +$1.46K +36 +0.2%
ZB
150
Zions Bancorporation
Utah
$832K -$13.3K -328 -2%
4 5
6
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