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CS

Credit Suisse Group

Delisted

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

163 hedge funds and large institutions have $506M invested in Credit Suisse Group in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less call options, than puts

Call options by funds: $58.2M | Put options by funds: $60.4M

10% less funds holding

Funds holding: 182163 (-19)

29% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 65

33% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 45

42% less capital invested

Capital invested by funds: $867M → $506M (-$361M)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
163
Holders Change
-19
Holders Change %
-10.44%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
30
Increased
46
Reduced
65
Closed
45
Calls
$58.2M
Puts
$60.4M
Net Calls
-$2.23M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
76
Morningstar Investment Services
Illinois
$261K -$10K -863 -3%
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$251K -$448K -38,465 -55%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$244K +$351K +30,138 New
GC
79
Guggenheim Capital
Illinois
$239K +$95.1K +8,177 +38%
Creative Planning
80
Creative Planning
Kansas
$222K -$294K -25,268 -48%
ACA
81
Atlas Capital Advisors
Wyoming
$219K +$291K +25,040 +1,237%
S
82
SignatureFD
Georgia
$202K -$25.1K -2,156 -8%
SEC
83
Seven Eight Capital
New York
$201K +$290K +24,900 New
WAM
84
World Asset Management
Michigan
$196K
PCM
85
Poehling Capital Management
Wisconsin
$195K -$146K -12,555 -34%
TSS
86
Two Sigma Securities
New York
$195K +$281K +24,141 New
TCM
87
Traynor Capital Management
Pennsylvania
$194K +$140K +12,000 +100%
HSA
88
HBK Sorce Advisory
Pennsylvania
$179K +$51.1K +4,392 +25%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$154K -$50.5K -4,337 -19%
BRWA
90
B. Riley Wealth Advisors
Florida
$144K +$41.7K +3,588 +25%
ECM
91
ExodusPoint Capital Management
New York
$142K -$68K -5,841 -25%
LSAG
92
Lake Street Advisors Group
New Hampshire
$142K +$67.8K +5,829 +50%
LPL Financial
93
LPL Financial
California
$137K +$197K +16,967 New
PAG
94
Private Advisor Group
New Jersey
$136K +$25.8K +2,220 +15%
CG
95
Caprock Group
Idaho
$136K +$39.8K +3,417 +25%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$133K -$21.9K -1,886 -10%
Hotchkis & Wiley Capital Management
97
Hotchkis & Wiley Capital Management
California
$131K +$65.2K +5,600 +53%
EVM
98
Eaton Vance Management
Massachusetts
$127K -$76.7K -6,589 -30%
OC
99
Oppenheimer & Co
New York
$127K +$27.9K +2,400 +18%
QT
100
Quantamental Technologies
New York
$122K +$176K +15,100 New

CS Hedge Fund Activity: Q1 2020 in Review

163 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q1 2020, worth a combined $506M — down 42% from $867M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of CS and 30 opened new positions — a net loss of 15 holders — while 65 trimmed existing stakes and 46 added.

The largest buyer was JP Morgan Chase, adding an estimated $24.1M. The largest seller was Masters Capital Management, exiting entirely with an estimated $20M sold.

  • 163 institutional investors held Credit Suisse Group (CS) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $506M of Credit Suisse Group stock for Q1 2020, down 42% quarter-over-quarter.
  • 30 funds opened new Credit Suisse Group positions in Q1 2020 and 45 closed out, a net change of -15 holders.
  • The largest Credit Suisse Group buyer in Q1 2020 was JP Morgan Chase, an estimated $24.1M added.
  • The largest Credit Suisse Group seller in Q1 2020 was Masters Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2020.