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424 hedge funds and large institutions have $2.37B invested in HSBC in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 163 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

20% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 136

1% more funds holding

Funds holding: 418424 (+6)

1.2% more ownership

Funds ownership: 0.3%1.5% (+1.2%)

1% more capital invested

Capital invested by funds: $2.36B → $2.37B (+$13.5M)

7% less call options, than puts

Call options by funds: $161M | Put options by funds: $173M

Holders
424
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
6.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
163
Reduced
136
Closed
37
Calls
$161M
Puts
$173M
Net Calls
-$12M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$482M -$21.8M -502,164 -4%
Morgan Stanley
2
Morgan Stanley
New York
$288M -$3.3M -76,070 -1%
Goldman Sachs
3
Goldman Sachs
New York
$216M -$41.8M -964,805 -17%
Bank of America
4
Bank of America
North Carolina
$152M +$23.2M +535,408 +19%
Sanders Capital
5
Sanders Capital
Florida
$135M -$200K -4,620 -0.2%
BlackRock
6
BlackRock
New York
$113M +$3.45M +79,515 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$110M +$32.5M +749,759 +44%
Northern Trust
8
Northern Trust
Illinois
$82.7M -$3.19M -73,709 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$41.4M +$1.41M +32,494 +4%
American Century Companies
10
American Century Companies
Missouri
$40.5M +$1.99M +45,835 +5%
CPC
11
Cookson Peirce & Co
Pennsylvania
$31.3M -$216K -4,994 -0.7%
Citadel Advisors
12
Citadel Advisors
Florida
$31.1M +$20.7M +478,075 +228%
MIF
13
Mediolanum International Funds
Ireland
$28.2M +$134M +3,095,699 New
CGH
14
Crossmark Global Holdings
Texas
$22.6M +$2.94M +67,941 +16%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$17.6M -$1.02M -23,452 -6%
Franklin Resources
16
Franklin Resources
California
$17.1M -$3.48M -80,378 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.2M -$6.86M -158,257 -32%
Millennium Management
18
Millennium Management
New York
$14.6M +$5.94M +136,933 +73%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$14.5M +$8.19M +189,004 +144%
RJA
20
Raymond James & Associates
Florida
$14.5M -$1.8M -41,431 -11%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$14.1M +$3.23M +74,570 +31%
QCM
22
QRG Capital Management
Illinois
$14M +$323K +7,448 +2%
MPM
23
Meritage Portfolio Management
Kansas
$13.6M +$2.93M +67,617 +29%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13.5M -$5.76M -132,843 -31%
Wells Fargo
25
Wells Fargo
California
$12.4M -$1.17M -27,024 -9%

HSBC Hedge Fund Activity: Q3 2024 in Review

424 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HSBC (HSBC) for Q3 2024, worth a combined $2.37B — up 0.57% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HSBC positions and 37 closed out — a net gain of 10 holders — while 163 added to existing stakes and 136 trimmed.

The largest buyer was Mediolanum International Funds, opening a new position worth an estimated $134M. The largest seller was Citigroup, cutting an estimated $62.8M.

  • 424 institutional investors held HSBC (HSBC) as of Q3 2024, up from 418 in Q2 2024.
  • Funds reported $2.37B of HSBC stock for Q3 2024, up 0.57% quarter-over-quarter.
  • 47 funds opened new HSBC positions in Q3 2024 and 37 closed out, a net change of +10 holders.
  • The largest HSBC buyer in Q3 2024 was Mediolanum International Funds, an estimated $134M added.
  • The largest HSBC seller in Q3 2024 was Citigroup, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2024.