372 hedge funds and large institutions have $2.31B invested in HSBC in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+10
Holders Change %
+2.76%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
51
Increased
136
Reduced
86
Closed
39
Calls
$252M
Puts
$333M
Net Calls
-$81.6M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Shares
Change %
ATIA
201
American Trust Investment Advisors
New Hampshire
$332K
Deutsche Bank
202
Deutsche Bank
Germany
$326K -$62.9K -1,594 -16%
CQS
203
Credential Qtrade Securities
$326K -$14.3K -362 -4%
PWPS
204
Pinnacle Wealth Planning Services
Ohio
$326K +$18.5K +469 +6%
IC
205
IEQ Capital
California
$325K -$20.9K -529 -6%
Neuberger Berman Group
206
Neuberger Berman Group
New York
$325K -$52.6K -1,333 -14%
Connor, Clark & Lunn Investment Management (CC&L)
207
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$324K +$18.3K +464 +6%
AWM
208
Axxcess Wealth Management
California
$314K +$314K +7,964 New
FOA
209
Five Oceans Advisors
California
$314K
P
210
Pitcairn
Pennsylvania
$310K +$14.1K +358 +5%
BP
211
Ballentine Partners
Massachusetts
$310K +$31.3K +794 +11%
ClearBridge Investments
212
ClearBridge Investments
New York
$304K -$53K -1,342 -15%
KAS
213
Kestra Advisory Services
Texas
$303K +$79.7K +2,021 +36%
NFG
214
Nations Financial Group
Iowa
$302K +$302K +7,645 New
LC
215
Lindbrook Capital
California
$301K +$72.8K +1,844 +32%
Wolverine Trading
216
Wolverine Trading
Illinois
$300K +$300K +7,612 New
HNB
217
Huntington National Bank
Ohio
$292K -$6.91K -175 -2%
PA
218
Parallel Advisors
California
$292K +$18.2K +462 +7%
CAM
219
Cozad Asset Management
Illinois
$288K +$288K +7,300 New
Fisher Asset Management
220
Fisher Asset Management
Washington
$281K +$9.39K +238 +3%
QP
221
Quilter Plc
United Kingdom
$280K
BRWA
222
B. Riley Wealth Advisors
Florida
$275K +$275K +6,960 New
SWS
223
SYSTM Wealth Solutions
Illinois
$272K -$11.3K -286 -4%
AAM
224
Augustine Asset Management
Florida
$266K +$64.2K +1,626 +32%
NP
225
Nilsine Partners
Colorado
$263K +$276 +7 +0.1%