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CS

Credit Suisse Group

Delisted

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

175 hedge funds and large institutions have $823M invested in Credit Suisse Group in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $653M → $823M (+$170M)

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

6% more call options, than puts

Call options by funds: $47M | Put options by funds: $44.4M

2% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 55

1% more funds holding

Funds holding: 174175 (+1)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
56
Reduced
55
Closed
25
Calls
$47M
Puts
$44.4M
Net Calls
+$2.6M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1
EARNEST Partners
Georgia
$124M +$121M +3,991,746 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$61.7M -$339K -11,187 -0.6%
MAA
3
Managed Account Advisors
New Jersey
$46.3M +$3.14M +103,371 +7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$39.3M -$1.89M -62,258 -5%
SM
5
Seminole Management
New York
$36.9M +$25.4M +836,347 +238%
HJGA
6
Hardman Johnston Global Advisors
Connecticut
$31.3M -$647K -21,335 -2%
O
7
OppenheimerFunds
New York
$26.8M +$26.2M +864,150 New
Dodge & Cox
8
Dodge & Cox
California
$26.7M -$782K -25,789 -3%
BIM
9
BlackRock Investment Management
Delaware
$25.7M +$347K +11,428 +1%
Bank of America
10
Bank of America
North Carolina
$19.3M +$6.77M +223,297 +56%
Franklin Resources
11
Franklin Resources
California
$19M +$169K +5,582 +0.9%
CIM
12
Calvert Investment Management
Maryland
$17.7M +$16.3M +537,885 +1,742%
Morgan Stanley
13
Morgan Stanley
New York
$17.5M -$2.65M -87,225 -13%
Fidelity International
14
Fidelity International
Bermuda
$17.4M -$346K -11,400 -2%
Goldman Sachs
15
Goldman Sachs
New York
$17.3M +$687K +22,658 +4%
STC
16
SEI Trust Company
Pennsylvania
$15.7M -$163K -5,390 -1%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$13.2M +$1.96M +64,790 +18%
Northern Trust
18
Northern Trust
Illinois
$11.2M +$1.08M +35,534 +11%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$9.92M +$1.91M +62,942 +25%
TGI
20
Tradewinds Global Investors
California
$9.23M -$15.9M -525,432 -64%
PPA
21
Parametric Portfolio Associates
Washington
$8.77M +$780K +25,724 +10%
U
22
UBS
Switzerland
$8.53M +$4.43M +146,223 +114%
GWM
23
Greenwich Wealth Management
Connecticut
$8.48M -$9.37K -309 -0.1%
AG
24
Aperio Group
California
$7.77M -$6.62M -218,302 Closed
ClearBridge Investments
25
ClearBridge Investments
New York
$7.5M +$126K +4,142 +2%

CS Hedge Fund Activity: Q4 2013 in Review

175 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q4 2013, worth a combined $823M — up 26% from $653M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CS positions and 25 closed out — a net gain of 4 holders — while 56 added to existing stakes and 55 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $121M. The largest seller was Tradewinds Global Investors, cutting an estimated $15.9M.

  • 175 institutional investors held Credit Suisse Group (CS) as of Q4 2013, up from 174 in Q3 2013.
  • Funds reported $823M of Credit Suisse Group stock for Q4 2013, up 26% quarter-over-quarter.
  • 29 funds opened new Credit Suisse Group positions in Q4 2013 and 25 closed out, a net change of +4 holders.
  • The largest Credit Suisse Group buyer in Q4 2013 was EARNEST Partners, an estimated $121M added.
  • The largest Credit Suisse Group seller in Q4 2013 was Tradewinds Global Investors, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2013.