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CS

Credit Suisse Group

Delisted

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

172 hedge funds and large institutions have $593M invested in Credit Suisse Group in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $506M → $593M (+$86.9M)

10% more call options, than puts

Call options by funds: $74.8M | Put options by funds: $67.8M

6% more funds holding

Funds holding: 163172 (+9)

10% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 61

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
55
Reduced
61
Closed
22
Calls
$74.8M
Puts
$67.8M
Net Calls
+$7.03M
Net Calls Change
+$9.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
76
Wolverine Trading
Illinois
$397K -$110K -12,269 -24%
MIS
77
Morningstar Investment Services
Illinois
$385K +$61K +6,798 +22%
Creative Planning
78
Creative Planning
Kansas
$333K +$43.2K +4,810 +18%
BBVA
79
Banco Bilbao Vizcaya Argentaria
Spain
$320K -$106K -11,800 -28%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$319K -$154K -17,187 -36%
SCM
81
Stevens Capital Management
Pennsylvania
$311K +$271K +30,190 New
TCM
82
Traynor Capital Management
Pennsylvania
$309K +$54.3K +6,048 +25%
PAG
83
Private Advisor Group
New Jersey
$298K +$108K +12,021 +71%
EI
84
Ethic Inc
New York
$298K +$260K +28,934 New
First Trust Advisors
85
First Trust Advisors
Illinois
$274K +$239K +26,585 New
Stifel Financial
86
Stifel Financial
Missouri
$265K -$133K -14,832 -37%
GM
87
GeoWealth Management
Illinois
$248K +$216K +24,100 New
HSA
88
HBK Sorce Advisory
Pennsylvania
$242K +$12.3K +1,369 +6%
HF
89
HRT Financial
New York
$242K +$212K +23,559 New
EVM
90
Eaton Vance Management
Massachusetts
$241K +$69.4K +7,727 +49%
LSAG
91
Lake Street Advisors Group
New Hampshire
$226K +$38.9K +4,336 +25%
VPIM
92
Vanguard Personalized Indexing Management
California
$224K +$90.5K +10,082 +86%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$222K +$178K +19,830 +1,197%
CG
94
Colony Group
Massachusetts
$217K +$55.2K +6,150 +41%
S
95
SignatureFD
Georgia
$192K -$57.2K -6,365 -25%
AP
96
Advisor Partners
California
$160K +$32.6K +3,632 +31%
BRWA
97
B. Riley Wealth Advisors
Florida
$148K -$31.5K -3,505 -20%
TAM
98
Timucuan Asset Management
Florida
$145K
GT
99
Greenleaf Trust
Michigan
$145K +$126K +14,034 New
TSS
100
Two Sigma Securities
New York
$144K -$91.3K -10,163 -42%

CS Hedge Fund Activity: Q2 2020 in Review

172 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q2 2020, worth a combined $593M — up 17% from $506M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CS positions and 22 closed out — a net gain of 9 holders — while 55 added to existing stakes and 61 trimmed.

The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $10.3M. The largest seller was Renaissance Technologies, cutting an estimated $37.9M.

  • 172 institutional investors held Credit Suisse Group (CS) as of Q2 2020, up from 163 in Q1 2020.
  • Funds reported $593M of Credit Suisse Group stock for Q2 2020, up 17% quarter-over-quarter.
  • 31 funds opened new Credit Suisse Group positions in Q2 2020 and 22 closed out, a net change of +9 holders.
  • The largest Credit Suisse Group buyer in Q2 2020 was Ferguson Wellman Capital Management, an estimated $10.3M added.
  • The largest Credit Suisse Group seller in Q2 2020 was Renaissance Technologies, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2020.