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CS

Credit Suisse Group

Delisted

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

188 hedge funds and large institutions have $122M invested in Credit Suisse Group in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

3% more funds holding

Funds holding: 183188 (+5)

39% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $26.5M

56% less capital invested

Capital invested by funds: $275M → $122M (-$153M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
61
Increased
65
Reduced
37
Closed
55
Calls
$16.2M
Puts
$26.5M
Net Calls
-$10.4M
Net Calls Change
-$7.63M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$43.4K +$136K +48,638 +45,035%
VPIM
77
Vanguard Personalized Indexing Management
California
$41K +$17.3K +6,196 +16%
PAG
78
Private Advisory Group
Washington
$40.4K +$127K +45,453 New
William Blair & Company
79
William Blair & Company
Illinois
$37.7K +$55.8K +20,000 +89%
LNWWM
80
Laird Norton Wetherby Wealth Management
California
$36.8K +$21.3K +7,625 +23%
NHC
81
Nicholas Hoffman & Company
Georgia
$35.6K +$27.9K +10,000 +33%
TSS
82
Two Sigma Securities
New York
$33.7K +$106K +37,878 New
XT
83
XTX Topco
Cayman Islands
$33K -$48.9K -17,532 -32%
AIM
84
Anchor Investment Management
South Carolina
$31.5K -$5.58K -2,000 -5%
DS
85
DRW Securities
Illinois
$31K +$97.2K +34,846 New
VFA
86
Valeo Financial Advisors
Indiana
$30.3K +$94.9K +34,000 New
PLU
87
Performa Ltd (US)
South Carolina
$29.4K +$29.3K +10,500 +47%
XS
88
XR Securities
Illinois
$28.9K +$90.7K +32,517 New
SS
89
Sunbelt Securities
Texas
$26.9K
AWM
90
Apollon Wealth Management
South Carolina
$26.9K +$84.4K +30,256 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$25.9K +$81.2K +29,109 New
NA
92
Nordwand Advisors
Pennsylvania
$25.9K
AAS
93
Avantax Advisory Services
Texas
$24.3K -$11.7K -4,206 -13%
Creative Planning
94
Creative Planning
Kansas
$23.5K -$59.3K -21,245 -45%
BAM
95
Brave Asset Management
New Jersey
$23.1K
OC
96
Oppenheimer & Co
New York
$22.8K -$2.4M -861,300 -97%
NA
97
NewEdge Advisors
Louisiana
$22.8K +$71.5K +25,646 New
MWM
98
Massachusetts Wealth Management
Massachusetts
$22.2K -$1.4K -500 -2%
CC
99
Chicago Capital
Illinois
$22.2K
OPWM
100
Oxinas Partners Wealth Management
Indiana
$22.2K +$69.7K +25,000 New

CS Hedge Fund Activity: Q1 2023 in Review

188 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q1 2023, worth a combined $122M — down 56% from $275M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CS positions and 55 closed out — a net gain of 6 holders — while 65 added to existing stakes and 37 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $111M. The largest seller was Kopernik Global Investors, exiting entirely with an estimated $29.6M sold.

  • 188 institutional investors held Credit Suisse Group (CS) as of Q1 2023, up from 183 in Q4 2022.
  • Funds reported $122M of Credit Suisse Group stock for Q1 2023, down 56% quarter-over-quarter.
  • 61 funds opened new Credit Suisse Group positions in Q1 2023 and 55 closed out, a net change of +6 holders.
  • The largest Credit Suisse Group buyer in Q1 2023 was Renaissance Technologies, an estimated $111M added.
  • The largest Credit Suisse Group seller in Q1 2023 was Kopernik Global Investors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2023.