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CS

Credit Suisse Group

Delisted

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

172 hedge funds and large institutions have $593M invested in Credit Suisse Group in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $506M → $593M (+$86.9M)

10% more call options, than puts

Call options by funds: $74.8M | Put options by funds: $67.8M

6% more funds holding

Funds holding: 163172 (+9)

10% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 61

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
55
Reduced
61
Closed
22
Calls
$74.8M
Puts
$67.8M
Net Calls
+$7.03M
Net Calls Change
+$9.26M
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
101
Naples Global Advisors
Florida
$144K
MWNA
102
Marshall Wace North America
New York
$144K +$126K +13,994 New
PCM
103
Prelude Capital Management
New York
$143K +$125K +13,900 New
OC
104
Oppenheimer & Co
New York
$142K -$17.3K -1,931 -12%
WA
105
Wealth Architects
California
$138K +$120K +13,361 New
EGM
106
Engineers Gate Manager
New York
$137K +$120K +13,323 New
Truist Financial
107
Truist Financial
North Carolina
$134K +$117K +13,023 New
BAM
108
Blueshift Asset Management
New Jersey
$127K +$110K +12,289 New
GC
109
Guggenheim Capital
Illinois
$126K -$156K -17,329 -59%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$126K -$37.7K -4,197 -25%
EI
111
Ellevest Inc
New York
$124K +$54.1K +6,028 +101%
BP
112
Ballentine Partners
Massachusetts
$124K +$107K +11,954 New
QCG
113
Quadrant Capital Group
Ohio
$114K -$1.49K -166 -1%
IRC
114
Investors Research Corp
Georgia
$112K
JMPWA
115
JP Morgan Private Wealth Advisors
California
$107K -$3.31K -369 -3%
JWA
116
JFS Wealth Advisors
Pennsylvania
$105K +$3K +334 +3%
AAM
117
AR Asset Management
California
$103K
ACA
118
Atlas Capital Advisors
Wyoming
$99.8K -$156K -17,381 -64%
NIT
119
NumerixS Investment Technologies
British Columbia, Canada
$60K +$52.1K +5,800 New
PCG
120
Private Capital Group
Connecticut
$58K +$21.2K +2,359 +72%
HR
121
Howe & Rusling
New York
$52K
WB
122
Webster Bank
Connecticut
$52K
VFA
123
Valeo Financial Advisors
Indiana
$50K +$1.01K +112 +2%
WIM
124
Westside Investment Management
California
$48.5K -$1.96K -218 -4%
CAW
125
Cornerstone Advisors (Washington)
Washington
$42K +$12.1K +1,346 +50%

CS Hedge Fund Activity: Q2 2020 in Review

172 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q2 2020, worth a combined $593M — up 17% from $506M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CS positions and 22 closed out — a net gain of 9 holders — while 55 added to existing stakes and 61 trimmed.

The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $10.3M. The largest seller was Renaissance Technologies, cutting an estimated $37.9M.

  • 172 institutional investors held Credit Suisse Group (CS) as of Q2 2020, up from 163 in Q1 2020.
  • Funds reported $593M of Credit Suisse Group stock for Q2 2020, up 17% quarter-over-quarter.
  • 31 funds opened new Credit Suisse Group positions in Q2 2020 and 22 closed out, a net change of +9 holders.
  • The largest Credit Suisse Group buyer in Q2 2020 was Ferguson Wellman Capital Management, an estimated $10.3M added.
  • The largest Credit Suisse Group seller in Q2 2020 was Renaissance Technologies, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2020.