CS

Credit Suisse Group
CS

Overview Fund Activity
Delisted

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

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206 hedge funds and large institutions have $507M invested in Credit Suisse Group in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
41
Increased
75
Reduced
57
Closed
33
Calls
$45.4M
Puts
$53.2M
Net Calls
-$7.86M
Net Calls Change
-$38.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$16.3M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.2M
4
QOP
4
Quinn Opportunity Partners
Virginia
$10.8M
5
CCM
5
Causeway Capital Management
California
$10.9M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$33M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$0
3
MCM
3
Masters Capital Management
Georgia
$0
4
Bank of America
4
Bank of America
North Carolina
$13M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$789K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
126
Pinnacle Wealth Planning Services
Ohio
$158K +$111K +10,510 +237%
AAS
127
Avantax Advisory Services
Texas
$156K +$156K +14,670 New
Creative Planning
128
Creative Planning
Kansas
$151K +$6.42K +605 +4%
OC
129
Oppenheimer & Co
New York
$150K +$21.6K +2,046 +17%
TAM
130
Timucuan Asset Management
Florida
$149K – – –
NGA
131
Naples Global Advisors
Florida
$148K – – –
ASN
132
Advisory Services Network
Georgia
$148K +$136K +12,770 +1,089%
AWM
133
Altium Wealth Management
New York
$144K -$14.5K -1,374 -9%
WA
134
Wealth Architects
California
$142K -$117 -11 -0.1%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$133K -$27.6K -2,604 -17%
DWT
136
Dorsey & Whitney Trust
South Dakota
$128K – – –
BP
137
Ballentine Partners
Massachusetts
$128K – – –
SS
138
Sunbelt Securities
Texas
$128K +$128K +12,093 New
Connor, Clark & Lunn Investment Management (CC&L)
139
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$123K +$123K +11,609 New
CCP
140
Corient Capital Partners
California
$113K +$113K +10,672 New
IRC
141
Investors Research Corp
Georgia
$112K – – –
BDF
142
Balasa Dinverno & Foltz
$111K -$44.2K -4,187 -28%
JWA
143
JFS Wealth Advisors
Pennsylvania
$107K – – –
AAM
144
AR Asset Management
California
$106K – – –
FL
145
Fourthstone LLC
Missouri
$106K +$106K +10,000 New
ACA
146
Atlas Capital Advisors
Wyoming
$103K – – –
GWM
147
Geneos Wealth Management
Colorado
$85K +$85K +8,056 New
SWM
148
Spire Wealth Management
Virginia
$81K +$81K +4,452 New
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$68K +$14.6K +1,345 +27%
HI
150
Harbour Investments
Wisconsin
$55K +$55K +5,219 New
4 5
6
7 8