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CS

Credit Suisse Group

Delisted

CS was delisted on the 9th of June, 2023.

233 hedge funds and large institutions have $769M invested in Credit Suisse Group in 2018 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 60 increasing their positions, 92 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $118M | Put options by funds: $88.1M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 53

3% less funds holding

Funds holding: 239233 (-6)

29% less capital invested

Capital invested by funds: $1.08B → $769M (-$308M)

35% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 92

Holders
233
Holders Change
-6
Holders Change %
-2.51%
% of All Funds
5.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
49
Increased
60
Reduced
92
Closed
53
Calls
$118M
Puts
$88.1M
Net Calls
+$30.3M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
251
Dorsey & Whitney Trust
South Dakota
-$241K -16,089 Closed
WPW
252
Winthrop Partners - WNY
New York
-$224K -15,000 Closed
GHCM
253
Glen Harbor Capital Management
California
-$222K -14,872 Closed
KeyBank National Association
254
KeyBank National Association
Ohio
-$180K -12,021 Closed
RCM
255
Riverhead Capital Management
Delaware
-$179K -11,952 Closed
BRWA
256
B. Riley Wealth Advisors
Florida
-$172K -11,402 Closed
Manulife (Manufacturers Life Insurance)
257
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$164K -10,952 Closed
NA
258
Neuburgh Advisers
California
-$162K -10,816 Closed
BF
259
BOK Financial
Oklahoma
-$152K -10,181 Closed
ZB
260
Zions Bancorporation
Utah
-$131K -8,743 Closed
TPWA
261
TRUE Private Wealth Advisors
Oregon
-$36.5K -2,443 Closed
WSTAM
262
Wilbanks Smith & Thomas Asset Management
Virginia
-$19K -1,243 Closed
CAL
263
Capital Advisors Ltd
Ohio
-$18K -1,218 Closed
GP
264
Girard Partners
Pennsylvania
-$14K -1,000 Closed
SWP
265
Stratos Wealth Partners
Ohio
-$15K -1,000 Closed
MRCM
266
M&R Capital Management
New Jersey
-$12K -842 Closed
Lazard Asset Management
267
Lazard Asset Management
New York
-$12K -819 Closed
FHA
268
Flagship Harbor Advisors
Massachusetts
-$10K -700 Closed
LIA
269
LS Investment Advisors
Michigan
-$10K -682 Closed
BI
270
Bramshill Investments
Florida
-$10K -666 Closed
BL
271
Balentine LLC
Georgia
-$6K -425 Closed
SSB
272
Sandy Spring Bank
Maryland
-$6K -400 Closed
OBWP
273
O'Brien Wealth Partners
Massachusetts
-$3K -233 Closed
MCM
274
Mainstay Capital Management
Michigan
-$3K -224 Closed
MCM
275
Monument Capital Management
Virginia
-$3K -222 Closed

CS Hedge Fund Activity: Q4 2018 in Review

233 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q4 2018, worth a combined $769M — down 29% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of CS and 49 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 60 added.

The largest buyer was PEAK6 Investments, adding an estimated $12.7M. The largest seller was Tocqueville Asset Management, exiting entirely with an estimated $28.2M sold.

  • 233 institutional investors held Credit Suisse Group (CS) as of Q4 2018, down from 239 in Q3 2018.
  • Funds reported $769M of Credit Suisse Group stock for Q4 2018, down 29% quarter-over-quarter.
  • 49 funds opened new Credit Suisse Group positions in Q4 2018 and 53 closed out, a net change of -4 holders.
  • The largest Credit Suisse Group buyer in Q4 2018 was PEAK6 Investments, an estimated $12.7M added.
  • The largest Credit Suisse Group seller in Q4 2018 was Tocqueville Asset Management, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2018.