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CS

Credit Suisse Group

Delisted

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

203 hedge funds and large institutions have $626M invested in Credit Suisse Group in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

2% more funds holding

Funds holding: 199203 (+4)

2% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 66

10% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $46.2M

24% less capital invested

Capital invested by funds: $820M → $626M (-$195M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
65
Reduced
66
Closed
35
Calls
$41.8M
Puts
$46.2M
Net Calls
-$4.44M
Net Calls Change
-$47.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$436K -$26.6K -2,999 -5%
JMPWA
77
JP Morgan Private Wealth Advisors
California
$406K +$222K +24,956 +93%
GF
78
Gabelli Funds
New York
$401K -$73.7K -8,300 -14%
US Bancorp
79
US Bancorp
Minnesota
$395K +$36.7K +4,130 +9%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$379K -$111K -12,476 -21%
ZCA
81
Zeke Capital Advisors
Pennsylvania
$375K +$299K +33,648 +238%
Truist Financial
82
Truist Financial
North Carolina
$354K -$28.8K -3,246 -7%
FTDI
83
First Trust Direct Indexing
Massachusetts
$353K +$76.9K +8,659 +24%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$352K +$292K +32,951 +278%
WA
85
Wealth Alliance
New York
$347K +$6.89K +776 +2%
VPIM
86
Vanguard Personalized Indexing Management
California
$333K +$40.6K +4,569 +12%
YCM
87
Yousif Capital Management
Michigan
$322K
RJFSA
88
Raymond James Financial Services Advisors
Florida
$319K +$26.2K +2,956 +8%
AIM
89
Anchor Investment Management
South Carolina
$316K
FFM
90
Forum Financial Management
Illinois
$312K
AAM
91
Advisors Asset Management
Colorado
$304K +$53.9K +6,074 +19%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$289K -$1.34M -150,409 -81%
Stifel Financial
93
Stifel Financial
Missouri
$277K +$87.9K +9,898 +39%
FCH
94
Freestone Capital Holdings
Washington
$276K +$312K +35,167 New
AAS
95
Avantax Advisory Services
Texas
$260K +$155K +17,431 +115%
LPL Financial
96
LPL Financial
California
$255K -$1.14K -128 -0.4%
EI
97
Ellevest Inc
New York
$254K +$54K +6,089 +23%
LNWWM
98
Laird Norton Wetherby Wealth Management
California
$253K -$110K -12,398 -28%
SIM
99
Studio Investment Management
Illinois
$252K +$39.5K +4,447 +16%
S
100
SignatureFD
Georgia
$250K +$19.7K +2,215 +7%

CS Hedge Fund Activity: Q1 2022 in Review

203 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q1 2022, worth a combined $626M — down 24% from $820M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CS positions and 35 closed out — a net gain of 7 holders — while 65 added to existing stakes and 66 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $9.37M. The largest seller was Optiver Holding, cutting an estimated $29M.

  • 203 institutional investors held Credit Suisse Group (CS) as of Q1 2022, up from 199 in Q4 2021.
  • Funds reported $626M of Credit Suisse Group stock for Q1 2022, down 24% quarter-over-quarter.
  • 42 funds opened new Credit Suisse Group positions in Q1 2022 and 35 closed out, a net change of +7 holders.
  • The largest Credit Suisse Group buyer in Q1 2022 was Brandes Investment Partners, an estimated $9.37M added.
  • The largest Credit Suisse Group seller in Q1 2022 was Optiver Holding, an estimated $29M sold.

Based on aggregated 13F filings for Q1 2022.