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 %
CW
151
Connectus Wealth
Ohio
$734K -$20.3K -516 -3%
GT
152
Glenmede Trust
Pennsylvania
$725K -$313K -7,960 -30%
SEC
153
Seven Eight Capital
New York
$718K +$509K +12,925 +243%
CCM
154
CAAS Capital Management
New York
$716K +$322K +8,193 +82%
IP
155
Ignite Planners
California
$714K +$714K +18,159 New
LI
156
Louisbourg Investments
New Brunswick, Canada
$686K
FFS
157
Founders Financial Securities
Maryland
$684K +$684K +17,367 New
SIA
158
SeaBridge Investment Advisors
New Jersey
$682K -$84.6K -2,150 -11%
CGL
159
Clarius Group LLC
Washington
$678K -$45.9K -1,167 -6%
LFAS
160
Level Four Advisory Services
Texas
$673K +$21.9K +540 +3%
Pzena Investment Management
161
Pzena Investment Management
New York
$671K -$3.54K -90 -0.5%
HI
162
Horizon Investments
North Carolina
$664K +$663K +17,421 +56,197%
LWL
163
Leo Wealth LLC
Texas
$662K +$59.7K +1,518 +10%
AFG
164
Atomi Financial Group
New York
$646K +$56.1K +1,425 +10%
ECM
165
Evergreen Capital Management
Washington
$624K +$108K +2,644 +21%
CA
166
Crumly & Associates
Illinois
$617K -$10.8K -274 -2%
LFA
167
Legacy Financial Advisors
Kentucky
$613K +$13.5K +343 +2%
Acadian Asset Management
168
Acadian Asset Management
Massachusetts
$608K +$608K +15,450 New
State Street
169
State Street
Massachusetts
$604K -$6.96K -170 -1%
TWC
170
TD Waterhouse Canada
Ontario, Canada
$601K +$9.87K +250 +2%
EI
171
Ellevest Inc
New York
$600K +$600K +15,254 New
GSC
172
Grey Street Capital
Illinois
$600K +$600K +14,663 New
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$594K +$100K +2,552 +20%
PI
174
PEAK6 Investments
Illinois
$591K +$591K +15,012 New
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$580K -$139K -3,519 -19%