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CS

Credit Suisse Group

Delisted

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

178 hedge funds and large institutions have $324M invested in Credit Suisse Group in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 186178 (-8)

12% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $27M

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

26% less capital invested

Capital invested by funds: $438M → $324M (-$114M)

Holders
178
Holders Change
-8
Holders Change %
-4.3%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
66
Reduced
50
Closed
41
Calls
$23.8M
Puts
$27M
Net Calls
-$3.22M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$166K +$17.7K +3,351 +84%
FFM
77
Forum Financial Management
Illinois
$156K
US Bancorp
78
US Bancorp
Minnesota
$152K -$42.3K -8,007 -17%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$145K +$69.7K +13,205 +56%
QCG
80
Quadrant Capital Group
Ohio
$138K +$102K +19,259 +122%
DWT
81
Dorsey & Whitney Trust
South Dakota
$132K +$177K +33,553 New
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$128K +$111K +21,096 +185%
Osaic Holdings
83
Osaic Holdings
Arizona
$127K -$384K -72,793 -69%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$126K +$85.6K +16,218 +103%
AAS
85
Avantax Advisory Services
Texas
$125K +$464 +88 +0.3%
BCI
86
Brinker Capital Investments
Pennsylvania
$123K -$142K -26,876 -46%
TRCT
87
Tower Research Capital (TRC)
New York
$121K +$135K +25,518 +487%
CFM
88
Capricorn Fund Managers
United Kingdom
$118K +$158K +30,000 New
LSAG
89
Lake Street Advisors Group
New Hampshire
$117K +$69.2K +13,105 +78%
BL
90
Balentine LLC
Georgia
$116K +$65.2K +12,355 +72%
Stifel Financial
91
Stifel Financial
Missouri
$112K -$58.2K -11,034 -28%
SCA
92
Snowden Capital Advisors
New York
$108K +$3.66K +694 +3%
Cerity Partners
93
Cerity Partners
New York
$104K +$75.7K +14,339 +118%
SFA
94
Sequoia Financial Advisors
Ohio
$104K +$140K +26,513 New
CCP
95
Corient Capital Partners
California
$99K
Baird Financial Group
96
Baird Financial Group
Wisconsin
$98K +$132K +25,000 New
AAM
97
Advisors Asset Management
Colorado
$94K -$70.4K -13,340 -36%
KA
98
Kovack Advisors
Florida
$87K +$117K +22,106 New
GF
99
Gabelli Funds
New York
$86K -$148K -28,100 -56%
Connor, Clark & Lunn Investment Management (CC&L)
100
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$85K +$114K +21,696 New

CS Hedge Fund Activity: Q3 2022 in Review

178 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q3 2022, worth a combined $324M — down 26% from $438M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of CS and 34 opened new positions — a net loss of 7 holders — while 50 trimmed existing stakes and 66 added.

The largest buyer was Kopernik Global Investors, adding an estimated $26.8M. The largest seller was Optiver Holding, exiting entirely with an estimated $10.6M sold.

  • 178 institutional investors held Credit Suisse Group (CS) as of Q3 2022, down from 186 in Q2 2022.
  • Funds reported $324M of Credit Suisse Group stock for Q3 2022, down 26% quarter-over-quarter.
  • 34 funds opened new Credit Suisse Group positions in Q3 2022 and 41 closed out, a net change of -7 holders.
  • The largest Credit Suisse Group buyer in Q3 2022 was Kopernik Global Investors, an estimated $26.8M added.
  • The largest Credit Suisse Group seller in Q3 2022 was Optiver Holding, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2022.