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CS

Credit Suisse Group

Delisted

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

194 hedge funds and large institutions have $810M invested in Credit Suisse Group in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $92.5M | Put options by funds: $55.7M

24% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 59

5% less funds holding

Funds holding: 205194 (-11)

11% less capital invested

Capital invested by funds: $909M → $810M (-$98.4M)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
194
Holders Change
-11
Holders Change %
-5.37%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
73
Reduced
59
Closed
33
Calls
$92.5M
Puts
$55.7M
Net Calls
+$36.7M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$252K +$193K +18,894 +285%
WFI
102
West Family Investments
California
$245K -$3.49K -342 -1%
MML Investors Services
103
MML Investors Services
Massachusetts
$244K -$61 -6 -0%
LSAG
104
Lake Street Advisors Group
New Hampshire
$232K +$46.2K +4,522 +24%
SIM
105
Studio Investment Management
Illinois
$224K +$232K +22,736 New
SG Americas Securities
106
SG Americas Securities
New York
$220K +$20.4K +2,000 +10%
AAM
107
Advisors Asset Management
Colorado
$213K +$124K +12,123 +128%
CCP
108
Corient Capital Partners
California
$198K +$50.6K +4,949 +33%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$198K +$69.4K +6,791 +51%
ICG
110
InterOcean Capital Group
Tennessee
$197K
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$193K -$4.17K -408 -2%
IC
112
IEQ Capital
California
$187K +$76.8K +7,513 +65%
AAS
113
Avantax Advisory Services
Texas
$186K +$15.1K +1,481 +9%
First Trust Advisors
114
First Trust Advisors
Illinois
$182K -$920 -90 -0.5%
AP
115
Advisor Partners
California
$175K -$2.77K -271 -2%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$157K +$3.06K +300 +2%
OC
117
Oppenheimer & Co
New York
$155K -$552 -54 -0.3%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$152K -$24.5K -2,401 -13%
CA
119
Calton & Associates
Florida
$148K +$26.5K +2,595 +21%
PAS
120
Park Avenue Securities
New York
$138K -$3.12K -305 -2%
TAM
121
Timucuan Asset Management
Florida
$138K
RJT
122
Raymond James Trust
Florida
$126K
EGM
123
Engineers Gate Manager
New York
$124K +$128K +12,526 New
BP
124
Ballentine Partners
Massachusetts
$121K -$7.6K -744 -6%
SS
125
Sunbelt Securities
Texas
$119K

CS Hedge Fund Activity: Q3 2021 in Review

194 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q3 2021, worth a combined $810M — down 11% from $909M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of CS and 24 opened new positions — a net loss of 9 holders — while 59 trimmed existing stakes and 73 added.

The largest buyer was Jane Street, adding an estimated $19.3M. The largest seller was Arrowstreet Capital, cutting an estimated $25.7M.

  • 194 institutional investors held Credit Suisse Group (CS) as of Q3 2021, down from 205 in Q2 2021.
  • Funds reported $810M of Credit Suisse Group stock for Q3 2021, down 11% quarter-over-quarter.
  • 24 funds opened new Credit Suisse Group positions in Q3 2021 and 33 closed out, a net change of -9 holders.
  • The largest Credit Suisse Group buyer in Q3 2021 was Jane Street, an estimated $19.3M added.
  • The largest Credit Suisse Group seller in Q3 2021 was Arrowstreet Capital, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2021.