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CS

Credit Suisse Group

Delisted

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

188 hedge funds and large institutions have $122M invested in Credit Suisse Group in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

3% more funds holding

Funds holding: 183188 (+5)

39% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $26.5M

56% less capital invested

Capital invested by funds: $275M → $122M (-$153M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
61
Increased
65
Reduced
37
Closed
55
Calls
$16.2M
Puts
$26.5M
Net Calls
-$10.4M
Net Calls Change
-$7.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
126
Channel Wealth
California
$11.2K +$35.1K +12,567 New
E
127
Ergoteles
New York
$11.1K +$34.7K +12,434 New
LSAG
128
Lake Street Advisors Group
New Hampshire
$11K -$52.5K -18,818 -60%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$11K -$335 -120 -0.9%
PAM
130
Paradigm Asset Management
New York
$10.9K -$697 -250 -2%
EL
131
EWA LLC
Pennsylvania
$10.3K +$34.1K +12,238 New
LWM
132
Liberty Wealth Management
California
$10.2K +$32.1K +11,500 New
GT
133
Glenmede Trust
Pennsylvania
$10.2K +$619 +222 +2%
DTL
134
Dynamic Technology Lab
Singapore
$10K +$32.3K +11,564 New
MG
135
Marex Group
$9.76K -$1.1K -394 -3%
SFA
136
Sequoia Financial Advisors
Ohio
$9.65K -$26.7K -9,568 -47%
CC
137
Centiva Capital
New York
$9.19K +$28.8K +10,322 New
BRWA
138
B. Riley Wealth Advisors
Florida
$9.13K +$28.6K +10,255 New
HighTower Advisors
139
HighTower Advisors
Illinois
$9K +$30.4K +10,881 New
SWM
140
Spire Wealth Management
Virginia
$9K +$28.2K +10,110 New
APW
141
Acima Private Wealth
Virginia
$8.9K +$27.9K +10,000 New
SCP
142
Silverleafe Capital Partners
Tennessee
$8.9K +$27.9K +10,000 New
WANY
143
Wealthspire Advisors (New York)
New York
$8.9K +$27.9K +10,000 New
IRC
144
Investors Research Corp
Georgia
$8.62K -$856 -307 -3%
CWA
145
Clearview Wealth Advisors
Oregon
$8.15K +$25.6K +9,162 New
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$8.13K +$19.3K +6,900 +310%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$8K +$19.9K +7,121 +424%
PA
148
Parallel Advisors
California
$7.25K +$8.69K +3,114 +62%
CT
149
Colonial Trust
South Carolina
$7.12K
GWSG
150
GPS Wealth Strategies Group
Colorado
$6.23K +$19.5K +7,000 New

CS Hedge Fund Activity: Q1 2023 in Review

188 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q1 2023, worth a combined $122M — down 56% from $275M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CS positions and 55 closed out — a net gain of 6 holders — while 65 added to existing stakes and 37 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $111M. The largest seller was Kopernik Global Investors, exiting entirely with an estimated $29.6M sold.

  • 188 institutional investors held Credit Suisse Group (CS) as of Q1 2023, up from 183 in Q4 2022.
  • Funds reported $122M of Credit Suisse Group stock for Q1 2023, down 56% quarter-over-quarter.
  • 61 funds opened new Credit Suisse Group positions in Q1 2023 and 55 closed out, a net change of +6 holders.
  • The largest Credit Suisse Group buyer in Q1 2023 was Renaissance Technologies, an estimated $111M added.
  • The largest Credit Suisse Group seller in Q1 2023 was Kopernik Global Investors, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2023.