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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 %
CFG
201
Cooper Financial Group
California
$460K +$1.14K +28 +0.2%
CWM
202
Calamos Wealth Management
Illinois
$448K -$862K -21,259 -66%
CG
203
Caprock Group
Idaho
$447K +$70.8K +1,747 +19%
GRP
204
Global Retirement Partners
California
$443K +$341K +8,982 +335%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$440K +$46.3K +1,143 +12%
IC
206
IEQ Capital
California
$439K +$105K +2,596 +31%
GT
207
Greenleaf Trust
Michigan
$432K +$18.6K +459 +4%
XT
208
XTX Topco
Cayman Islands
$430K +$430K +10,604 New
PHS
209
Pekin Hardy Strauss
Illinois
$426K – – –
New York State Common Retirement Fund
210
New York State Common Retirement Fund
New York
$424K – – –
IRC
211
Investors Research Corp
Georgia
$416K – – –
LCGC
212
Legacy Capital Group California
California
$414K +$174K +4,282 +72%
CCC
213
Chelsea Counsel Company
California
$406K +$406K +10,025 New
Vontobel Holding
214
Vontobel Holding
Switzerland
$405K -$639K -15,765 -61%
CCM
215
CAAS Capital Management
New York
$405K +$405K +10,000 New
APWM
216
Argonautica Private Wealth Management
Massachusetts
$388K +$41 +1 +0%
BP
217
Ballentine Partners
Massachusetts
$385K +$67.3K +1,659 +21%
BAM
218
Blueshift Asset Management
New Jersey
$374K +$374K +9,227 New
RJFSA
219
Raymond James Financial Services Advisors
Florida
$370K -$364K -8,985 -50%
MFIM
220
Mesirow Financial Investment Management
Illinois
$369K +$369K +9,101 New
HWM
221
HighMark Wealth Management
Minnesota
$368K +$2.72K +67 +0.7%
BWM
222
BKM Wealth Management
Wisconsin
$365K +$365K +8,995 New
CC
223
Courier Capital
New York
$361K – – –
PWPS
224
Pinnacle Wealth Planning Services
Ohio
$361K +$25.9K +639 +8%
HAG
225
HighPoint Advisor Group
Illinois
$359K +$359K +9,097 New
7 8
9
10 11