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CS

Credit Suisse Group

Delisted

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

171 hedge funds and large institutions have $625M invested in Credit Suisse Group in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $43.8M | Put options by funds: $38M

8% more capital invested

Capital invested by funds: $578M → $625M (+$47.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 179171 (-8)

11% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 63

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
171
Holders Change
-8
Holders Change %
-4.47%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
29
Increased
56
Reduced
63
Closed
36
Calls
$43.8M
Puts
$38M
Net Calls
+$5.86M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$55K -$666 -55 -1%
CFG
127
Citizens Financial Group
Rhode Island
$49K
IPC
128
Independent Portfolio Consultants
Florida
$46K -$5.39K -445 -11%
MA
129
MCF Advisors
Kentucky
$40K
MFS
130
MSI Financial Services
Massachusetts
$31K +$3.92K +324 +16%
AIM
131
Acrospire Investment Management
Illinois
$30K -$41.2K -3,400 -60%
S
132
SignatureFD
Georgia
$29K -$33K -2,726 -55%
JFA
133
JNBA Financial Advisors
Minnesota
$29K +$26.6K +2,194 New
IA
134
IFP Advisors
Florida
$28K -$10.4K -861 -29%
TDC
135
Thompson Davis & Co
Virginia
$22K -$2.18K -180 -10%
IWMPD
136
Integrated Wealth Management (Palm Desert)
California
$22K +$8.47K +700 +70%
DVM
137
Dreman Value Management
Florida
$19K -$799 -66 -4%
PWM
138
Perigon Wealth Management
California
$18K +$16.4K +1,351 New
EFSCE
139
Enterprise Financial Services Corp (EFSC)
Missouri
$14K -$266 -22 -2%
WTB
140
Washington Trust Bank
Washington
$13K
WAM
141
Wealthspire Advisors (Maryland)
Maryland
$12K -$3.34K -276 -23%
MRCM
142
M&R Capital Management
New Jersey
$12K
HNB
143
Huntington National Bank
Ohio
$12K +$666 +55 +7%
CTC
144
Central Trust Company
Missouri
$10K -$4.95K -409 -34%
FHA
145
First Horizon Advisors
Tennessee
$10K
NCM
146
Nelson Capital Management
California
$10K
PCM
147
Prelude Capital Management
New York
$9K -$19.4K -1,600 -70%
LIA
148
LS Investment Advisors
Michigan
$9K
NFG
149
Next Financial Group
Texas
$8K
OC
150
Oakworth Capital
Alabama
$8K

CS Hedge Fund Activity: Q3 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q3 2016, worth a combined $625M — up 8.2% from $578M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of CS and 29 opened new positions — a net loss of 7 holders — while 63 trimmed existing stakes and 56 added.

The largest buyer was Eaton Vance Management, adding an estimated $11.4M. The largest seller was Fisher Asset Management, cutting an estimated $109M.

  • 171 institutional investors held Credit Suisse Group (CS) as of Q3 2016, down from 179 in Q2 2016.
  • Funds reported $625M of Credit Suisse Group stock for Q3 2016, up 8.2% quarter-over-quarter.
  • 29 funds opened new Credit Suisse Group positions in Q3 2016 and 36 closed out, a net change of -7 holders.
  • The largest Credit Suisse Group buyer in Q3 2016 was Eaton Vance Management, an estimated $11.4M added.
  • The largest Credit Suisse Group seller in Q3 2016 was Fisher Asset Management, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2016.