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HSBC
HSBC

Overview Fund Activity

295 hedge funds and large institutions have $1.7B invested in HSBC in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
4.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
109
Reduced
57
Closed
37
Calls
$168M
Puts
$207M
Net Calls
-$38.5M
Net Calls Change
+$63.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$128M
2
Citadel Advisors
Citadel Advisors
Florida
$41M
3
Fidelity International
Fidelity International
Bermuda
$37.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$26.5M
5
PPA
Parametric Portfolio Associates
Washington
$125M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$81.9M
2
Jane Street
Jane Street
New York
$96.9M
3
Optiver Holding
Optiver Holding
Netherlands
$0
4
LP
LMR Partners
United Kingdom
$28.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$53K +$12.4K +245 +31%
WT
202
Whittier Trust
California
$52K – – –
PCG
203
Private Capital Group
Connecticut
$51K +$3.11K +89 +6%
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$49K – – –
HWA
205
HHM Wealth Advisors
Tennessee
$48K – – –
BWL
206
Bogart Wealth LLC
Virginia
$48K +$14.8K +437 +45%
BWM
207
BerganKDV Wealth Management
Minnesota
$41K – – –
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$8.38K +247 +27%
CBT
209
CoreFirst Bank & Trust
Kansas
$38K – – –
JWA
210
JFS Wealth Advisors
Pennsylvania
$36K +$28K +821 +352%
BCV
211
Banque Cantonale Vaudoise
Switzerland
$34K – – –
SIC
212
Salem Investment Counselors
North Carolina
$34K – – –
AA
213
Ancora Advisors
Ohio
$34K – – –
ZB
214
Zions Bancorporation
Utah
$34K +$2.08K +61 +7%
TPCW
215
TD Private Client Wealth
New York
$33.8K +$30.3K +884 +842%
EDRH
216
Edmond de Rothschild Holding
Switzerland
$31K – – –
GRP
217
Global Retirement Partners
California
$30K -$1.17K -36 -4%
HDIM
218
Hanson & Doremus Investment Management
Vermont
$28K – – –
EWA
219
EverSource Wealth Advisors
Alabama
$28K +$19.5K +575 +229%
SBL
220
Sargent Bickham Lagudis
Colorado
$26K – – –
SWM
221
Spire Wealth Management
Virginia
$23K -$38.3K -1,115 -62%
ATC
222
Adirondack Trust Company
New York
$21K – – –
ACA
223
Atlas Capital Advisors
Wyoming
$21K – – –
PFS
224
Prospera Financial Services
Texas
$16K +$16K +464 New
BFC
225
Bedel Financial Consulting
Indiana
$14K – – –
7 8
9
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