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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
1
Morgan Stanley
New York
$502M
2
Goldman Sachs
2
Goldman Sachs
New York
$200M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$22M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$471M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$33M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$91.6M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$47.5M
5
Ameriprise
5
Ameriprise
Minnesota
$9.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
151
Wedbush Securities
California
$828K +$19.2K +473 +2%
CSS
152
Cubist Systematic Strategies
Connecticut
$825K +$825K +20,353 New
EFH
153
Eaton Financial Holdings
Florida
$815K -$3.2K -79 -0.4%
RC
154
RBF Capital
California
$811K – – –
DADC
155
D.A. Davidson & Co
Montana
$796K -$1.62K -40 -0.2%
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$792K -$14.5K -357 -2%
MP
157
McDonald Partners
Ohio
$791K -$22.5K -555 -3%
SIA
158
SeaBridge Investment Advisors
New Jersey
$790K -$16.6K -410 -2%
FIM
159
Freedom Investment Management
Connecticut
$787K +$787K +19,402 New
CW
160
Connectus Wealth
Ohio
$777K -$6.62K -163 -0.8%
CGL
161
Clarius Group LLC
Washington
$745K -$1.87K -46 -0.2%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$740K +$58.1K +1,434 +9%
AAM
163
Advisors Asset Management
Colorado
$726K +$115K +2,844 +19%
LI
164
Louisbourg Investments
New Brunswick, Canada
$707K +$707K +17,430 New
CCIA
165
Campbell & Co Investment Adviser
Maryland
$702K +$238K +5,859 +51%
Pzena Investment Management
166
Pzena Investment Management
New York
$695K – – –
LFAS
167
Level Four Advisory Services
Texas
$651K -$188K -4,634 -22%
CA
168
Crumly & Associates
Illinois
$647K +$25.1K +620 +4%
Twin Tree Management
169
Twin Tree Management
Texas
$638K +$638K +15,728 New
Millennium Management
170
Millennium Management
New York
$622K -$812K -20,023 -57%
LFA
171
Legacy Financial Advisors
Kentucky
$617K +$76.8K +1,895 +14%
LWL
172
Leo Wealth LLC
Texas
$617K +$617K +15,298 New
AFG
173
Atomi Financial Group
New York
$608K +$608K +14,996 New
TWC
174
TD Waterhouse Canada
Ontario, Canada
$606K -$205K -5,060 -25%
State Street
175
State Street
Massachusetts
$606K – – –
5 6
7
8 9