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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 %
AP
176
Advisors Preferred
Maryland
$605K +$605K +15,070 New
P
177
Pitcairn
Pennsylvania
$585K +$267K +6,594 +84%
HJIM
178
Henry James International Management
New York
$570K – – –
TRCT
179
Tower Research Capital (TRC)
New York
$564K +$488K +12,032 +637%
PFS
180
Prospera Financial Services
Texas
$564K -$27.8K -685 -5%
NA
181
NewEdge Advisors
Louisiana
$559K +$498K +12,846 +805%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$555K +$55.9K +1,380 +11%
SIGI
183
Susquehanna International Group (Ireland)
Ireland
$551K +$551K +13,601 New
KOC
184
Koss-Olinger Consulting
Florida
$542K -$1.07M -26,289 -66%
BCM
185
Bayesian Capital Management
New York
$536K -$242K -5,979 -31%
PP
186
PDS Planning
Ohio
$528K +$20K +494 +4%
First Manhattan
187
First Manhattan
New York
$526K -$222K -5,475 -30%
SCP
188
Stamos Capital Partners
California
$519K +$519K +12,800 New
PS
189
Principal Securities
Iowa
$514K +$514K +12,672 New
ECM
190
Evergreen Capital Management
Washington
$512K -$13.7K -338 -3%
LWAM
191
Legacy Wealth Asset Management
Minnesota
$512K +$5.88K +145 +1%
SW
192
SVB Wealth
Massachusetts
$509K +$24.8K +611 +5%
JPMorgan Chase & Co
193
JPMorgan Chase & Co
New York
$508K -$1.24M -30,639 -71%
SRC
194
Sage Rhino Capital
California
$507K -$5.35K -132 -1%
William Blair & Company
195
William Blair & Company
Illinois
$495K +$29.5K +728 +6%
AP
196
Americana Partners
Texas
$493K -$109K -2,692 -18%
CFGS
197
Concourse Financial Group Securities
Alabama
$490K +$110K +2,710 +29%
SGA
198
Strategic Global Advisors
California
$489K -$8.8K -217 -2%
CL
199
CSS LLC
Illinois
$470K -$40.5K -1,000 -8%
GI
200
Gradient Investments
Minnesota
$467K +$466K +11,486 +26,105%
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8
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