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HSBC
HSBC

Overview Fund Activity

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

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$30.6M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$444M
4
Bank of America
Bank of America
North Carolina
$143M
5
CGH
Crossmark Global Holdings
Texas
$19.6M

Top Sellers

1
Jane Street
Jane Street
New York
$89.4M
2
Lazard Asset Management
Lazard Asset Management
New York
$116M
3
Goldman Sachs
Goldman Sachs
New York
$169M
4
Renaissance Technologies
Renaissance Technologies
New York
$56.2M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
151
TD Waterhouse Canada
Ontario, Canada
$781K +$66.3K +1,700 +9%
DADC
152
D.A. Davidson & Co
Montana
$776K +$39 +1 +0%
CW
153
Connectus Wealth
Ohio
$763K +$12.6K +319 +2%
BCM
154
Bayesian Capital Management
New York
$757K +$757K +19,192 New
First Manhattan
155
First Manhattan
New York
$728K – – –
CGL
156
Clarius Group LLC
Washington
$727K -$53.7K -1,360 -7%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$715K +$367K +9,291 +105%
PA
158
Profund Advisors
Maryland
$680K -$40.2K -1,020 -6%
Pzena Investment Management
159
Pzena Investment Management
New York
$676K -$107K -2,700 -14%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$664K +$664K +16,827 New
CWP
161
Capital Wealth Planning
Florida
$637K +$637K +16,145 New
CA
162
Crumly & Associates
Illinois
$605K +$3.35K +85 +0.6%
AAM
163
Advisors Asset Management
Colorado
$595K +$221K +5,597 +59%
State Street
164
State Street
Massachusetts
$589K – – –
AP
165
Americana Partners
Texas
$584K +$30.3K +769 +5%
PFS
166
Prospera Financial Services
Texas
$576K -$43.3K -1,097 -7%
CG
167
Cutler Group
California
$556K +$543K +13,772 +4,173%
HJIM
168
Henry James International Management
New York
$555K +$110K +2,784 +25%
LFA
169
Legacy Financial Advisors
Kentucky
$526K +$24.5K +622 +5%
PI
170
PEAK6 Investments
Illinois
$523K -$388K -9,837 -43%
ECM
171
Evergreen Capital Management
Washington
$512K -$127K -3,214 -20%
SRC
172
Sage Rhino Capital
California
$498K +$18.5K +470 +4%
CL
173
CSS LLC
Illinois
$497K +$182K +4,600 +58%
PP
174
PDS Planning
Ohio
$494K +$24.1K +611 +5%
LWAM
175
Legacy Wealth Asset Management
Minnesota
$493K +$6.63K +168 +1%
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