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HSBC
HSBC

Overview Fund Activity

291 hedge funds and large institutions have $1.66B invested in HSBC in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
38
Increased
112
Reduced
67
Closed
39
Calls
$245M
Puts
$248M
Net Calls
-$2.6M
Net Calls Change
+$35.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$172M
2
Jane Street
2
Jane Street
New York
$199M
3
Optiver Holding
3
Optiver Holding
Netherlands
$21M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$22M
5
Bank of America
5
Bank of America
North Carolina
$23.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
LP
2
LMR Partners
United Kingdom
$0
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$0
4
Norges Bank
4
Norges Bank
Norway
$59.5M
5
CHP
5
Castle Hook Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Geneos Wealth Management
Colorado
$209K -$9.05K -278 -4%
OL
177
Optas LLC
Texas
$207K +$164 +5 +0.1%
CG
178
Caprock Group
Idaho
$206K +$5.72K +175 +3%
SGA
179
Strategic Global Advisors
California
$204K +$204K +6,247 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$193K +$56.1K +1,717 +41%
LC
181
Lindbrook Capital
California
$190K +$44.2K +1,357 +30%
CG
182
Cutler Group
California
$177K -$19.9K -613 -10%
SSG
183
Summit Securities Group
New York
$150K – – –
New York State Common Retirement Fund
184
New York State Common Retirement Fund
New York
$144K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$135K +$26.7K +817 +25%
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$134K -$31.1K -950 -19%
MHR
187
Matthew Hamilton Rosenberg
$125K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$124K +$32.6K +1,000 +36%
VVP
189
Venture Visionary Partners
Ohio
$103K +$103K +3,165 New
CJL
190
Cyrus J. Lawrence
New York
$100K – – –
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.3K -$1.63K -50 -2%
GWS
192
Glassman Wealth Services
Virginia
$82K +$5.6K +171 +7%
ACM
193
Aquatic Capital Management
Illinois
$82K +$82K +2,500 New
HNB
194
Huntington National Bank
Ohio
$79K – – –
HWA
195
HHM Wealth Advisors
Tennessee
$65K +$18.9K +576 +41%
SWM
196
Selective Wealth Management
Virginia
$62K – – –
VFA
197
Valeo Financial Advisors
Indiana
$54K +$54K +1,638 New
IA
198
IFP Advisors
Florida
$53K – – –
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$51.3K +$43.9K +1,321,468 +589%
WT
200
Whittier Trust
California
$48K -$1.24K -38 -3%
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8
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