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CS

Credit Suisse Group

Delisted

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

174 hedge funds and large institutions have $653M invested in Credit Suisse Group in 2013 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 42 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $63.3M | Put options by funds: $33.5M

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $601M → $653M (+$52.4M)

7% more funds holding

Funds holding: 163174 (+11)

33% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+11
Holders Change %
+6.75%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
42
Reduced
63
Closed
25
Calls
$63.3M
Puts
$33.5M
Net Calls
+$29.8M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$61M -$191K -6,407 -0.3%
MAA
2
Managed Account Advisors
New Jersey
$42.5M -$9.01M -302,827 -18%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$40.6M -$1.71M -57,521 -4%
HJGA
4
Hardman Johnston Global Advisors
Connecticut
$31.5M -$947K -31,849 -3%
Dodge & Cox
5
Dodge & Cox
California
$27.1M -$139K -4,663 -0.5%
TGI
6
Tradewinds Global Investors
California
$25.1M -$3.87M -130,029 -14%
BIM
7
BlackRock Investment Management
Delaware
$24.9M +$2.83M +95,228 +13%
Morgan Stanley
8
Morgan Stanley
New York
$19.9M -$9.5M -319,421 -33%
Franklin Resources
9
Franklin Resources
California
$18.6M -$2.45M -82,420 -12%
Fidelity International
10
Fidelity International
Bermuda
$17.5M +$5.24M +176,100 +45%
Goldman Sachs
11
Goldman Sachs
New York
$16.4M +$204K +6,870 +1%
STC
12
SEI Trust Company
Pennsylvania
$15.7M +$292K +9,801 +2%
JP Morgan Chase
13
JP Morgan Chase
New York
$13.9M +$487K +16,363 +4%
Bank of America
14
Bank of America
North Carolina
$12.2M -$9.77M -328,552 -45%
Renaissance Technologies
15
Renaissance Technologies
New York
$11.2M +$10.9M +366,600 New
JMPWA
16
JP Morgan Private Wealth Advisors
California
$11M +$8.64M +290,566 +417%
SM
17
Seminole Management
New York
$10.7M +$8.4M +282,389 +409%
Northern Trust
18
Northern Trust
Illinois
$9.9M -$1.98M -66,678 -17%
Deutsche Bank
19
Deutsche Bank
Germany
$8.99M +$8.27M +278,085 +1,719%
GWM
20
Greenwich Wealth Management
Connecticut
$8.35M
PPA
21
Parametric Portfolio Associates
Washington
$7.84M -$644K -21,661 -8%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$7.84M +$635K +21,335 +9%
NTCOC
23
Northern Trust Company of Connecticut
Connecticut
$7.45M +$1.07M +35,987 +17%
ClearBridge Investments
24
ClearBridge Investments
New York
$7.25M -$161K -5,416 -2%
FWCM
25
Ferguson Wellman Capital Management
Oregon
$6.97M +$6.79M +228,189 New

CS Hedge Fund Activity: Q3 2013 in Review

174 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q3 2013, worth a combined $653M — up 8.7% from $601M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CS positions and 25 closed out — a net gain of 13 holders — while 42 added to existing stakes and 63 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $10.9M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $11.3M sold.

  • 174 institutional investors held Credit Suisse Group (CS) as of Q3 2013, up from 163 in Q2 2013.
  • Funds reported $653M of Credit Suisse Group stock for Q3 2013, up 8.7% quarter-over-quarter.
  • 38 funds opened new Credit Suisse Group positions in Q3 2013 and 25 closed out, a net change of +13 holders.
  • The largest Credit Suisse Group buyer in Q3 2013 was Renaissance Technologies, an estimated $10.9M added.
  • The largest Credit Suisse Group seller in Q3 2013 was Philadelphia Financial Management of San Francisco, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2013.