407 hedge funds and large institutions have $2.1B invested in HSBC in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 142 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
5.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
139
Reduced
142
Closed
51
Calls
$181M
Puts
$139M
Net Calls
+$41.2M
Net Calls Change
+$48.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
126
Cetera Advisor Networks
California
$1.03M -$155K -3,933 -13%
SFA
127
Sequoia Financial Advisors
Ohio
$1.02M -$9.01K -229 -0.9%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$1.02M -$457K -11,605 -31%
PAG
129
Private Advisor Group
New Jersey
$1.01M -$959K -24,358 -49%
DC
130
Davenport & Co
Virginia
$1M -$13.1K -333 -1%
MMA
131
Miracle Mile Advisors
California
$991K -$91.6K -2,327 -8%
AAM
132
Advisors Asset Management
Colorado
$979K +$273K +6,948 +39%
MIS
133
Morningstar Investment Services
Illinois
$978K -$983K -25,221 -50%
VT
134
Vise Technologies
New York
$948K -$24.8K -629 -3%
DWT
135
Dorsey & Whitney Trust
South Dakota
$912K -$26.5K -674 -3%
SAI
136
Systematic Alpha Investments
New Jersey
$905K
GF
137
Gabelli Funds
New York
$905K
CCA
138
Checchi Capital Advisers
California
$899K +$56.8K +1,444 +7%
UCFA
139
United Capital Financial Advisors
Texas
$890K -$194K -4,928 -18%
MPPW
140
Mitchell & Pahl Private Wealth
Oklahoma
$873K +$43.1K +1,096 +5%
Connor, Clark & Lunn Investment Management (CC&L)
141
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$869K +$608K +15,450 +233%
MCI
142
MRP Capital Investments
Georgia
$844K -$436K -11,085 -34%
VF
143
Virtu Financial
New York
$824K -$419K -10,650 -34%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$803K +$34.4K +873 +4%
CG
145
Caprock Group
Idaho
$789K +$338K +8,260 +75%
RC
146
RBF Capital
California
$787K
DADC
147
D.A. Davidson & Co
Montana
$773K
MP
148
McDonald Partners
Ohio
$768K
SC
149
Syon Capital
California
$743K -$410K -10,416 -36%
PA
150
Profund Advisors
Maryland
$736K -$103K -2,620 -12%