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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
WA
151
Winfield Associates
Ohio
$8K
KT
152
Kanaly Trust
Texas
$8K +$1.25K +103 +20%
WC
153
Whitnell & Co
Illinois
$8K +$7.47K +617 New
PCP
154
Proficio Capital Partners
Massachusetts
$6K -$4.43K -366 -46%
H
155
Hexavest
Quebec, Canada
$6K
SSB
156
Sandy Spring Bank
Maryland
$6K
Federated Hermes
157
Federated Hermes
Pennsylvania
$6K +$1.37K +113 +33%
ZB
158
Zions Bancorporation
Utah
$5K -$1.6K -132 -24%
EWM
159
Elite Wealth Management
Washington
$5K +$4.72K +390 New
WTC
160
WhitTier Trust Company
Nevada
$4K -$3.13K -259 -49%
WT
161
Whittier Trust
California
$4K -$1.85K -153 -33%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.63K +300 New
FANJ
163
Financial Architects (New Jersey)
New Jersey
$3K
TCM
164
Tradewinds Capital Management
Washington
$3K +$3.15K +260 New
Lazard Asset Management
165
Lazard Asset Management
New York
$2K -$2.6K -215 -54%
ASN
166
Advisory Services Network
Georgia
$2K
IWC
167
Integrated Wealth Counsel
California
$2K +$1.68K +139 New
CHC
168
City Holding Co
West Virginia
$1K
Franklin Resources
169
Franklin Resources
California
-$7.09M -662,699 Closed
CGT
170
Capital Guardian Trust
California
-$5.44M -508,237 Closed
Arrowstreet Capital
171
Arrowstreet Capital
Massachusetts
-$2.63M -246,197 Closed
Group One Trading
172
Group One Trading
Illinois
-$2.53M -209,413 Closed
Voloridge Investment Management
173
Voloridge Investment Management
Florida
-$1.39M -129,853 Closed
MM
174
Midas Management
New York
-$975K -91,100 Closed
PG
175
PEAK6 Group
Illinois
-$845K -69,826 Closed

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.