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CS

Credit Suisse Group

Delisted

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

163 hedge funds and large institutions have $506M invested in Credit Suisse Group in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 65 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less call options, than puts

Call options by funds: $58.2M | Put options by funds: $60.4M

10% less funds holding

Funds holding: 182163 (-19)

29% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 65

33% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 45

42% less capital invested

Capital invested by funds: $867M → $506M (-$361M)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
163
Holders Change
-19
Holders Change %
-10.44%
% of All Funds
3.59%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
30
Increased
46
Reduced
65
Closed
45
Calls
$58.2M
Puts
$60.4M
Net Calls
-$2.23M
Net Calls Change
+$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Colony Group
Massachusetts
$120K +$173K +14,885 New
TAM
102
Timucuan Asset Management
Florida
$114K
NGA
103
Naples Global Advisors
Florida
$113K +$163K +14,000 New
CS
104
Cannell & Spears
New York
$109K -$8.03K -690 -5%
AP
105
Advisor Partners
California
$96K -$78.9K -6,781 -36%
VPIM
106
Vanguard Personalized Indexing Management
California
$95K +$136K +11,689 New
GT
107
Glenmede Trust
Pennsylvania
$92K
QCG
108
Quadrant Capital Group
Ohio
$91K -$615K -52,893 -82%
IRC
109
Investors Research Corp
Georgia
$88K -$4.17K -358 -3%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$87K -$33.2K -2,852 -21%
AAM
111
AR Asset Management
California
$81K
JWA
112
JFS Wealth Advisors
Pennsylvania
$80K +$8.99K +773 +9%
CG
113
Cutler Group
California
$58K +$76K +6,536 +873%
MA
114
MUFG Americas
New York
$52K
TRCT
115
Tower Research Capital (TRC)
New York
$49K -$86.5K -7,431 -55%
EI
116
Ellevest Inc
New York
$48K +$33.2K +2,856 +92%
VFA
117
Valeo Financial Advisors
Indiana
$42K
WB
118
Webster Bank
Connecticut
$40K
HR
119
Howe & Rusling
New York
$40K +$58.2K +5,000 New
NFG
120
Next Financial Group
Texas
$40K +$58.2K +5,000 New
WIM
121
Westside Investment Management
California
$38K +$57.2K +4,918 New
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$38K -$10.6K -914 -16%
ZB
123
Zions Bancorporation
Utah
$26K -$3.34K -287 -8%
FWM
124
Focused Wealth Management
New York
$26K -$2.91K -250 -7%
PCG
125
Private Capital Group
Connecticut
$26K +$4.38K +376 +13%

CS Hedge Fund Activity: Q1 2020 in Review

163 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q1 2020, worth a combined $506M — down 42% from $867M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of CS and 30 opened new positions — a net loss of 15 holders — while 65 trimmed existing stakes and 46 added.

The largest buyer was JP Morgan Chase, adding an estimated $24.1M. The largest seller was Masters Capital Management, exiting entirely with an estimated $20M sold.

  • 163 institutional investors held Credit Suisse Group (CS) as of Q1 2020, down from 182 in Q4 2019.
  • Funds reported $506M of Credit Suisse Group stock for Q1 2020, down 42% quarter-over-quarter.
  • 30 funds opened new Credit Suisse Group positions in Q1 2020 and 45 closed out, a net change of -15 holders.
  • The largest Credit Suisse Group buyer in Q1 2020 was JP Morgan Chase, an estimated $24.1M added.
  • The largest Credit Suisse Group seller in Q1 2020 was Masters Capital Management, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2020.