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CS

Credit Suisse Group

Delisted

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

182 hedge funds and large institutions have $867M invested in Credit Suisse Group in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

7% more capital invested

Capital invested by funds: $809M → $867M (+$58M)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

2% less funds holding

Funds holding: 185182 (-3)

35% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 72

49% less call options, than puts

Call options by funds: $52.3M | Put options by funds: $103M

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
32
Increased
47
Reduced
72
Closed
33
Calls
$52.3M
Puts
$103M
Net Calls
-$51.2M
Net Calls Change
-$6.36M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
151
Financial Gravity Asset Management
Texas
$13K -$102 -8 -17%
MIFH
152
Migdal Insurance & Financial Holdings
Israel
$11K -$882 -69 -8%
CG
153
Cutler Group
California
$10K -$14.2K -1,113 -60%
EWA
154
Evolution Wealth Advisors
Florida
$10K +$9.19K +719 New
FHA
155
First Horizon Advisors
Tennessee
$9K -$294 -23 -3%
ACM
156
AUA Capital Management
Pennsylvania
$7K
AF
157
Advisornet Financial
Minnesota
$7K +$6.39K +500 New
BBHC
158
Brown Brothers Harriman & Co
New York
$6K +$5.79K +453 New
IA
159
IFP Advisors
Florida
$5K -$332 -26 -7%
AF
160
Allworth Financial
California
$5K
Federated Hermes
161
Federated Hermes
Pennsylvania
$5K
SFS
162
Sowell Financial Services
Arkansas
$5K
CCA
163
Column Capital Advisors
Indiana
$5K +$5.58K +437 New
WCM
164
Wealthcare Capital Management
Virginia
$4K +$3.62K +283 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$3K
TCM
166
Tradewinds Capital Management
Washington
$3K
TFGT
167
TS Financial Group (TSFG)
Illinois
$3K
TT
168
TI-Trust
Illinois
$3K +$2.56K +200 New
GAM
169
Gemmer Asset Management
California
$2K
PO
170
Private Ocean
California
$2K
TCCM
171
Timber Creek Capital Management
Massachusetts
$2K
RIA
172
Realta Investment Advisors
Delaware
$2K +$1.62K +127 New
WQ
173
Wealth Quarterback
New Jersey
$1.9K +$1.8K +141 New
EW
174
Evoke Wealth
California
$1.63K
GI
175
Gradient Investments
Minnesota
$1K

CS Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q4 2019, worth a combined $867M — up 7.2% from $809M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of CS and 32 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 47 added.

The largest buyer was Old Mission Capital, adding an estimated $7.72M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $7.19M sold.

  • 182 institutional investors held Credit Suisse Group (CS) as of Q4 2019, down from 185 in Q3 2019.
  • Funds reported $867M of Credit Suisse Group stock for Q4 2019, up 7.2% quarter-over-quarter.
  • 32 funds opened new Credit Suisse Group positions in Q4 2019 and 33 closed out, a net change of -1 holder.
  • The largest Credit Suisse Group buyer in Q4 2019 was Old Mission Capital, an estimated $7.72M added.
  • The largest Credit Suisse Group seller in Q4 2019 was Pzena Investment Management, an estimated $7.19M sold.

Based on aggregated 13F filings for Q4 2019.