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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
PA
126
Parallel Advisors
California
$24K -$12.9K -1,110 -27%
SCA
127
Stonebridge Capital Advisors
Minnesota
$24K -$4.65K -400 -12%
PK
128
Pflug Koory
Nebraska
$24K
EWM
129
Endurance Wealth Management
Rhode Island
$24K +$35.2K +3,025 New
LC
130
Lindbrook Capital
California
$23K -$80.9K -6,956 -71%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.5K -$4.07K -350 -11%
CAW
132
Cornerstone Advisors (Washington)
Washington
$22K -$11.1K -951 -26%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$21K -$791K -67,957 -96%
AIM
134
Anchor Investment Management
South Carolina
$16.2K
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$13K -$79.4K -6,823 -80%
EDRH
136
Edmond de Rothschild Holding
Switzerland
$13K
SIS
137
Sound Income Strategies
Florida
$11K +$15.6K +1,340 New
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$12K +1,034 New
EFSCE
139
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$4.72K -406 -34%
FHA
140
First Horizon Advisors
Tennessee
$5K
SFS
141
Sowell Financial Services
Arkansas
$5K +$2.55K +219 +56%
MIFH
142
Migdal Insurance & Financial Holdings
Israel
$4K -$2.7K -232 -30%
ACM
143
AUA Capital Management
Pennsylvania
$4K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$4K +$5.93K +510 New
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$3K
Federated Hermes
146
Federated Hermes
Pennsylvania
$3K +$1.57K +135 +40%
LWM
147
Lenox Wealth Management
Ohio
$3K +$5.27K +453 New
TFGT
148
TS Financial Group (TSFG)
Illinois
$2K +$209 +18 +10%
AIC
149
Ameritas Investment Company
Nebraska
$2K +$2.37K +204 New
AP
150
Arlington Partners
Alabama
$2K +$2.83K +243 New

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.