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CS

Credit Suisse Group

Delisted

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

230 hedge funds and large institutions have $1.37B invested in Credit Suisse Group in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 74 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $217M | Put options by funds: $97.2M

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

23% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 60

20% more capital invested

Capital invested by funds: $1.14B → $1.37B (+$224M)

5% more funds holding

Funds holding: 220230 (+10)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
230
Holders Change
+10
Holders Change %
+4.55%
% of All Funds
5.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
46
Increased
74
Reduced
60
Closed
35
Calls
$217M
Puts
$97.2M
Net Calls
+$120M
Net Calls Change
+$93.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$38K
PA
177
Parallel Advisors
California
$37K
MOS
178
MGO One Seven
Ohio
$35K +$32.2K +1,947 New
SWM
179
SeaCrest Wealth Management
New York
$35K +$32.6K +1,971 New
IWP
180
Icon Wealth Partners
Texas
$35K +$32.7K +1,979 New
TRCT
181
Tower Research Capital (TRC)
New York
$34K +$31.8K +1,925 New
MA
182
MCF Advisors
Kentucky
$32K -$20.8K -1,260 -41%
KTC
183
Kistler-Tiffany Companies
Pennsylvania
$28K
EDRH
184
Edmond de Rothschild Holding
Switzerland
$25K +$23.1K +1,400 New
GBT
185
Grove Bank & Trust
Florida
$22K -$38.8K -2,350 -65%
PCP
186
Proficio Capital Partners
Massachusetts
$20K +$1.87K +113 +11%
WTB
187
Washington Trust Bank
Washington
$18K
MRCM
188
M&R Capital Management
New Jersey
$16K
WA
189
Winfield Associates
Ohio
$15K
Federated Hermes
190
Federated Hermes
Pennsylvania
$14K -$1.98M -120,000 -99%
FHA
191
First Horizon Advisors
Tennessee
$13K -$12.1K -731 -50%
NCM
192
Nelson Capital Management
California
$13K
CA
193
Calton & Associates
Florida
$13K +$11.4K +687 New
PWM
194
Paulson Wealth Management
Illinois
$13K +$12K +723 New
LIA
195
LS Investment Advisors
Michigan
$12K
SPI
196
Santori & Peters Inc
Pennsylvania
$11K +$10.5K +635 New
TJHA
197
Thomas J. Herzfeld Advisors
Florida
$10K -$248 -15 -3%
EFSCE
198
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
OC
199
Oakworth Capital
Alabama
$10K
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.3K +139 +33%

CS Hedge Fund Activity: Q4 2017 in Review

230 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q4 2017, worth a combined $1.37B — up 20% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CS positions and 35 closed out — a net gain of 11 holders — while 74 added to existing stakes and 60 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $16.8M. The largest seller was Symons Capital Management, exiting entirely with an estimated $14M sold.

  • 230 institutional investors held Credit Suisse Group (CS) as of Q4 2017, up from 220 in Q3 2017.
  • Funds reported $1.37B of Credit Suisse Group stock for Q4 2017, up 20% quarter-over-quarter.
  • 46 funds opened new Credit Suisse Group positions in Q4 2017 and 35 closed out, a net change of +11 holders.
  • The largest Credit Suisse Group buyer in Q4 2017 was Goldman Sachs, an estimated $16.8M added.
  • The largest Credit Suisse Group seller in Q4 2017 was Symons Capital Management, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2017.