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424 hedge funds and large institutions have $2.37B invested in HSBC in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

20% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 136

1% more funds holding

Funds holding: 418424 (+6)

1.2% more ownership

Funds ownership: 0.3%1.5% (+1.2%)

1% more capital invested

Capital invested by funds: $2.36B → $2.37B (+$13.5M)

7% less call options, than puts

Call options by funds: $161M | Put options by funds: $173M

Holders
424
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
163
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
126
Davenport & Co
Virginia
$1.11M -$38.4K -885 -3%
CL
127
Choreo LLC
Illinois
$1.11M +$227K +5,239 +27%
CCA
128
Checchi Capital Advisers
California
$1.1M +$37.8K +873 +4%
SC
129
Syon Capital
California
$1.09M +$185K +4,261 +21%
MMA
130
Miracle Mile Advisors
California
$1.08M -$42.3K -977 -4%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$1.06M -$762K -17,589 -43%
DWT
132
Dorsey & Whitney Trust
South Dakota
$1.04M -$7.72K -178 -0.8%
SAI
133
Systematic Alpha Investments
New Jersey
$1.04M
UCFA
134
United Capital Financial Advisors
Texas
$1.04M -$7.37K -170 -0.7%
IA
135
IFP Advisors
Florida
$1.03M +$54.5K +1,257 +6%
GF
136
Gabelli Funds
New York
$1.03M -$13K -300 -1%
MPPW
137
Mitchell & Pahl Private Wealth
Oklahoma
$1.02M +$29.3K +675 +3%
HC
138
Henshaw Capital
Massachusetts
$1.02M +$611K +14,097 +166%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$979K +$23.5K +542 +3%
MCM
140
MAI Capital Management
Ohio
$975K -$415K -9,568 -31%
P
141
&Partners
Tennessee
$970K +$360K +8,298 +63%
AWA
142
Aaron Wealth Advisors
Illinois
$943K +$156K +3,594 +21%
Twin Tree Management
143
Twin Tree Management
Texas
$941K +$903K +20,823 New
Simplex Trading
144
Simplex Trading
Illinois
$935K +$430K +9,931 +92%
BP
145
Ballentine Partners
Massachusetts
$932K -$92.9K -2,143 -9%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$927K -$112K -2,578 -11%
RC
147
RBF Capital
California
$904K
VT
148
Vise Technologies
New York
$901K -$276K -6,366 -24%
DADC
149
D.A. Davidson & Co
Montana
$887K +$43 +1 +0%
Walleye Capital
150
Walleye Capital
New York
$886K +$611K +14,106 +257%

HSBC Hedge Fund Activity: Q3 2024 in Review

424 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2024, worth a combined $2.37B — up 0.57% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HSBC positions and 37 closed out — a net gain of 10 holders — while 163 added to existing stakes and 136 trimmed.

The largest buyer was Mediolanum International Funds, opening a new position worth an estimated $134M. The largest seller was Citigroup, cutting an estimated $62.8M.

  • 424 institutional investors held HSBC (HSBC) as of Q3 2024, up from 418 in Q2 2024.
  • Funds reported $2.37B of HSBC stock for Q3 2024, up 0.57% quarter-over-quarter.
  • 47 funds opened new HSBC positions in Q3 2024 and 37 closed out, a net change of +10 holders.
  • The largest HSBC buyer in Q3 2024 was Mediolanum International Funds, an estimated $134M added.
  • The largest HSBC seller in Q3 2024 was Citigroup, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2024.