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CS

Credit Suisse Group

Delisted

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

246 hedge funds and large institutions have $1.4B invested in Credit Suisse Group in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 32

45% more call options, than puts

Call options by funds: $86.9M | Put options by funds: $60M

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

7% more funds holding

Funds holding: 230246 (+16)

2% more capital invested

Capital invested by funds: $1.37B → $1.4B (+$30.6M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
246
Holders Change
+16
Holders Change %
+6.96%
% of All Funds
5.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
49
Increased
78
Reduced
66
Closed
32
Calls
$86.9M
Puts
$60M
Net Calls
+$26.9M
Net Calls Change
-$93.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
201
Edmond de Rothschild Holding
Switzerland
$24K
RFA
202
Reilly Financial Advisors
California
$22K +$23.8K +1,300 New
PCP
203
Proficio Capital Partners
Massachusetts
$21K +$2.31K +126 +11%
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$18K -$19K -1,039 -49%
WTB
205
Washington Trust Bank
Washington
$17K
WDL
206
Well Done LLC
Michigan
$16K +$17.6K +959 New
MRCM
207
M&R Capital Management
New Jersey
$15K
CIP
208
Convergence Investment Partners
Florida
$14K +$15.3K +833 New
Federated Hermes
209
Federated Hermes
Pennsylvania
$13K
NCM
210
Nelson Capital Management
California
$13K
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$4.87K +266 +50%
ST
212
Smithfield Trust
Pennsylvania
$13K +$14.7K +803 New
FHA
213
First Horizon Advisors
Tennessee
$11K
LIA
214
LS Investment Advisors
Michigan
$11K
MSFP
215
Mark Sheptoff Financial Planning
Connecticut
$11K +$11.9K +650 New
TJHA
216
Thomas J. Herzfeld Advisors
Florida
$8K -$1.08K -59 -11%
ACM
217
AUA Capital Management
Pennsylvania
$8K
HNB
218
Huntington National Bank
Ohio
$8K
GRP
219
Global Retirement Partners
California
$8K +$3.37K +184 +68%
AAP
220
Arax Advisory Partners
Colorado
$8K +$5.04K +275 +128%
H
221
Hexavest
Quebec, Canada
$7K
SSB
222
Sandy Spring Bank
Maryland
$7K +$7.33K +400 New
CAW
223
Cornerstone Advisors (Washington)
Washington
$6K +$1.63K +89 +37%
PFO
224
Pathstone Family Office
New Jersey
$6K +$7.02K +383 New
SFSIG
225
San Francisco Sentry Investment Group
California
$5K -$1.83K -100 -23%

CS Hedge Fund Activity: Q1 2018 in Review

246 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q1 2018, worth a combined $1.4B — up 2.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CS positions and 32 closed out — a net gain of 17 holders — while 78 added to existing stakes and 66 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $65.8M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 246 institutional investors held Credit Suisse Group (CS) as of Q1 2018, up from 230 in Q4 2017.
  • Funds reported $1.4B of Credit Suisse Group stock for Q1 2018, up 2.2% quarter-over-quarter.
  • 49 funds opened new Credit Suisse Group positions in Q1 2018 and 32 closed out, a net change of +17 holders.
  • The largest Credit Suisse Group buyer in Q1 2018 was Renaissance Technologies, an estimated $65.8M added.
  • The largest Credit Suisse Group seller in Q1 2018 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2018.