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CS

Credit Suisse Group

Delisted

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

164 hedge funds and large institutions have $697M invested in Credit Suisse Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $61.4M | Put options by funds: $42.9M

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

4% less funds holding

Funds holding: 171164 (-7)

19% less capital invested

Capital invested by funds: $855M → $697M (-$159M)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

Holders
164
Holders Change
-7
Holders Change %
-4.09%
% of All Funds
4.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
55
Reduced
60
Closed
29
Calls
$61.4M
Puts
$42.9M
Net Calls
+$18.5M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
101
CIBC Bank USA
Illinois
$286K -$75.6K -2,470 -20%
Fiera Capital (Canada)
102
Fiera Capital (Canada)
Quebec, Canada
$284K
PVWM
103
Point View Wealth Management
New Jersey
$280K +$551 +18 +0.2%
SCCM
104
Schafer Cullen Capital Management
New York
$278K
GC
105
Guggenheim Capital
Illinois
$276K -$184K -6,000 -38%
KeyBank National Association
106
KeyBank National Association
Ohio
$273K -$11.7K -381 -4%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$270K -$36.4K -1,189 -11%
BWAM
108
Boyd Watterson Asset Management
Ohio
$258K -$1.68K -55 -0.6%
First Trust Advisors
109
First Trust Advisors
Illinois
$246K +$4.93K +161 +2%
Two Sigma Advisers
110
Two Sigma Advisers
New York
$238K +$257K +8,400 New
BF
111
BOK Financial
Oklahoma
$229K -$42.2K -1,380 -15%
LPL Financial
112
LPL Financial
California
$228K -$103K -3,354 -29%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206K
US Bancorp
114
US Bancorp
Minnesota
$173K +$57.3K +1,872 +44%
SEC
115
Seven Eight Capital
New York
$165K +$177K +5,800 New
ST
116
Smithfield Trust
Pennsylvania
$159K -$14K -457 -8%
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$159K +$31K +1,012 +22%
OA
118
OFI Advisors
Pennsylvania
$139K +$3.76K +123 +3%
BFA
119
BlackRock Fund Advisors
California
$138K +$1.62K +53 +1%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$131K -$5.54K -181 -4%
SSG
121
Summit Securities Group
New York
$105K +$113K +3,700 New
DADC
122
D.A. Davidson & Co
Montana
$90K -$15.2K -497 -13%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$85K -$259K -8,479 -74%
WAM
124
Wolverine Asset Management
Illinois
$84K -$33.7K -1,100 -27%
MCM
125
Manchester Capital Management
Vermont
$64K +$69.1K +2,259 New

CS Hedge Fund Activity: Q2 2014 in Review

164 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q2 2014, worth a combined $697M — down 19% from $855M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of CS and 22 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 55 added.

The largest buyer was Northern Trust, adding an estimated $15M. The largest seller was Wellington Management Group, exiting entirely with an estimated $44.1M sold.

  • 164 institutional investors held Credit Suisse Group (CS) as of Q2 2014, down from 171 in Q1 2014.
  • Funds reported $697M of Credit Suisse Group stock for Q2 2014, down 19% quarter-over-quarter.
  • 22 funds opened new Credit Suisse Group positions in Q2 2014 and 29 closed out, a net change of -7 holders.
  • The largest Credit Suisse Group buyer in Q2 2014 was Northern Trust, an estimated $15M added.
  • The largest Credit Suisse Group seller in Q2 2014 was Wellington Management Group, an estimated $44.1M sold.

Based on aggregated 13F filings for Q2 2014.