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CS

Credit Suisse Group

Delisted

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

212 hedge funds and large institutions have $1.07B invested in Credit Suisse Group in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 87 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

81% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 48

38% more call options, than puts

Call options by funds: $184M | Put options by funds: $134M

14% more funds holding

Funds holding: 186212 (+26)

11% more capital invested

Capital invested by funds: $965M → $1.07B (+$102M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
212
Holders Change
+26
Holders Change %
+13.98%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
42
Increased
87
Reduced
48
Closed
12
Calls
$184M
Puts
$134M
Net Calls
+$50.6M
Net Calls Change
-$82.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
151
Hotchkis & Wiley Capital Management
California
$151K -$8.34K -546 -5%
GT
152
Greenleaf Trust
Michigan
$151K +$155K +10,160 New
NFA
153
Nuveen Fund Advisors
Illinois
$150K +$159K +10,416 New
EWM
154
Edge Wealth Management
New York
$149K +$153K +10,000 New
HAI
155
Hennessy Advisors Inc
California
$148K +$153K +10,000 New
ST
156
Smithfield Trust
Pennsylvania
$129K +$133K +8,700 New
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K +$109K +7,108 New
JWA
158
JFS Wealth Advisors
Pennsylvania
$96K
IWM
159
IHT Wealth Management
Illinois
$88K -$4.29K -281 -4%
QCG
160
Quadrant Capital Group
Ohio
$79K +$4.95K +324 +6%
SFFS
161
Stonehage Fleming Financial Services
Jersey
$76K
CFG
162
Citizens Financial Group
Rhode Island
$55K
MA
163
MCF Advisors
Kentucky
$45K
FPF
164
FNY Partners Fund
New York
$44K +$31.9K +2,088 +229%
SIC
165
Salem Investment Counselors
North Carolina
$40K +$41.7K +2,730 New
IPC
166
Independent Portfolio Consultants
Florida
$33K -$15.4K -1,007 -31%
IA
167
IFP Advisors
Florida
$30K -$1.94K -127 -6%
TJHA
168
Thomas J. Herzfeld Advisors
Florida
$29K
GXMC
169
Global X Management Company
New York
$28K +$28.9K +1,892 New
PCP
170
Proficio Capital Partners
Massachusetts
$27K +$19.2K +1,260 +190%
DADC
171
D.A. Davidson & Co
Montana
$25K -$10.1K -659 -27%
TDC
172
Thompson Davis & Co
Virginia
$25K
KTC
173
Kistler-Tiffany Companies
Pennsylvania
$23K +$23.6K +1,547 +6,726%
Twin Tree Management
174
Twin Tree Management
Texas
$21K -$566K -37,089 -96%
TRCT
175
Tower Research Capital (TRC)
New York
$21K -$49.5K -3,240 -70%

CS Hedge Fund Activity: Q1 2017 in Review

212 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q1 2017, worth a combined $1.07B — up 11% from $965M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CS positions and 12 closed out — a net gain of 30 holders — while 87 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.9M. The largest seller was Passport Capital, cutting an estimated $73.2M.

  • 212 institutional investors held Credit Suisse Group (CS) as of Q1 2017, up from 186 in Q4 2016.
  • Funds reported $1.07B of Credit Suisse Group stock for Q1 2017, up 11% quarter-over-quarter.
  • 42 funds opened new Credit Suisse Group positions in Q1 2017 and 12 closed out, a net change of +30 holders.
  • The largest Credit Suisse Group buyer in Q1 2017 was Morgan Stanley, an estimated $55.9M added.
  • The largest Credit Suisse Group seller in Q1 2017 was Passport Capital, an estimated $73.2M sold.

Based on aggregated 13F filings for Q1 2017.