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CS

Credit Suisse Group

Delisted

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

164 hedge funds and large institutions have $697M invested in Credit Suisse Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $61.4M | Put options by funds: $42.9M

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

4% less funds holding

Funds holding: 171164 (-7)

19% less capital invested

Capital invested by funds: $855M → $697M (-$159M)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

Holders
164
Holders Change
-7
Holders Change %
-4.09%
% of All Funds
4.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
55
Reduced
60
Closed
29
Calls
$61.4M
Puts
$42.9M
Net Calls
+$18.5M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$557K +$88.7K +2,900 +17%
CBB
77
Citizens Business Bank
California
$552K
BP
78
Banyan Partners
Florida
$552K +$92 +3 +0%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$544K +$33.7K +1,100 +6%
JFGIW
80
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$534K +$12.5K +410 +2%
SCM
81
Stevens Capital Management
Pennsylvania
$515K +$555K +18,138 New
IPC
82
Independent Portfolio Consultants
Florida
$508K +$37.7K +1,233 +7%
SIA
83
Sit Investment Associates
Minnesota
$503K -$21.4K -700 -4%
SC
84
Scotia Capital
Ontario, Canada
$485K +$41.8K +1,366 +9%
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$482K -$22.8K -745 -4%
Geode Capital Management
86
Geode Capital Management
Massachusetts
$445K -$56.7K -1,854 -11%
NA
87
Navellier & Associates
Nevada
$429K -$27.9K -912 -6%
WP
88
WMS Partners
Maryland
$426K -$11.2K -365 -2%
KJHP
89
K.J. Harrison & Partners
Ontario, Canada
$426K
FWCM
90
Ferguson Wellman Capital Management
Oregon
$415K -$2.96M -96,856 -87%
AAM
91
Advisors Asset Management
Colorado
$396K -$12.7K -415 -3%
RBC
92
Ronald Blue & Co
Georgia
$395K +$75.5K +2,469 +22%
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$380K +$15.8K +518 +4%
SAS
94
Spectrum Advisory Services
Georgia
$365K -$61.2K -2,000 -13%
PIC
95
Portland Investment Counsel
Ontario, Canada
$355K +$382K +12,500 New
Ameriprise
96
Ameriprise
Minnesota
$344K +$93.4K +3,051 +34%
PAG
97
Private Advisor Group
New Jersey
$339K +$366K +11,947 New
VanEck Associates
98
VanEck Associates
New York
$315K +$21.6K +705 +7%
NCCM
99
Nine Chapters Capital Management
New Jersey
$309K +$334K +10,900 New
RC
100
RBF Capital
California
$291K

CS Hedge Fund Activity: Q2 2014 in Review

164 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q2 2014, worth a combined $697M — down 19% from $855M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of CS and 22 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 55 added.

The largest buyer was Northern Trust, adding an estimated $15M. The largest seller was Wellington Management Group, exiting entirely with an estimated $44.1M sold.

  • 164 institutional investors held Credit Suisse Group (CS) as of Q2 2014, down from 171 in Q1 2014.
  • Funds reported $697M of Credit Suisse Group stock for Q2 2014, down 19% quarter-over-quarter.
  • 22 funds opened new Credit Suisse Group positions in Q2 2014 and 29 closed out, a net change of -7 holders.
  • The largest Credit Suisse Group buyer in Q2 2014 was Northern Trust, an estimated $15M added.
  • The largest Credit Suisse Group seller in Q2 2014 was Wellington Management Group, an estimated $44.1M sold.

Based on aggregated 13F filings for Q2 2014.