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CS

Credit Suisse Group

Delisted

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

150 hedge funds and large institutions have $854M invested in Credit Suisse Group in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $44.5M

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

3% more capital invested

Capital invested by funds: $828M → $854M (+$26.3M)

4% less funds holding

Funds holding: 156150 (-6)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
55
Reduced
50
Closed
30
Calls
$50.4M
Puts
$44.5M
Net Calls
+$5.84M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$270M +$467K +19,577 +0.2%
EARNEST Partners
2
EARNEST Partners
Georgia
$102M -$3.48M -145,865 -4%
MAA
3
Managed Account Advisors
New Jersey
$53.1M +$11.8M +496,778 +34%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.1M -$1.4M -58,802 -4%
Northern Trust
5
Northern Trust
Illinois
$35M +$3.2M +134,355 +12%
Dodge & Cox
6
Dodge & Cox
California
$22.5M +$718K +30,106 +4%
Goldman Sachs
7
Goldman Sachs
New York
$19.5M +$3.24M +135,744 +23%
PPA
8
Parametric Portfolio Associates
Washington
$17.7M +$3.45M +144,745 +28%
UBS Group
9
UBS Group
Switzerland
$15.4M +$5.88M +246,821 +76%
Bank of America
10
Bank of America
North Carolina
$15.2M +$77.7K +3,258 +0.6%
EVM
11
Eaton Vance Management
Massachusetts
$15.2M +$13.5M +564,603 New
SEI Investments
12
SEI Investments
Pennsylvania
$13.6M +$302K +12,664 +3%
MCM
13
Masters Capital Management
Georgia
$13.5M
JP Morgan Chase
14
JP Morgan Chase
New York
$12.9M -$14.5M -610,068 -56%
Morgan Stanley
15
Morgan Stanley
New York
$12.8M +$4.64M +194,837 +69%
Franklin Resources
16
Franklin Resources
California
$12M -$231K -9,692 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12M +$1.03M +43,369 +11%
WI
18
WBI Investments
New Jersey
$11.3M +$7.28M +305,282 +270%
CCM
19
Causeway Capital Management
California
$10.1M -$338K -14,166 -4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$9.6M +$1.14M +47,819 +15%
AG
21
Aperio Group
California
$7.31M -$1.55M -65,160 -19%
Nomura Holdings
22
Nomura Holdings
Japan
$7.17M +$6.02M +252,712 +1,535%
ClearBridge Investments
23
ClearBridge Investments
New York
$6.39M +$213K +8,925 +4%
AAM
24
Auxier Asset Management
Oregon
$5.9M -$121K -5,060 -2%
Wells Fargo
25
Wells Fargo
California
$5.62M +$2.51M +105,126 +101%

CS Hedge Fund Activity: Q1 2015 in Review

150 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q1 2015, worth a combined $854M — up 3.2% from $828M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CS and 26 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 55 added.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $13.5M. The largest seller was Hardman Johnston Global Advisors, cutting an estimated $20.9M.

  • 150 institutional investors held Credit Suisse Group (CS) as of Q1 2015, down from 156 in Q4 2014.
  • Funds reported $854M of Credit Suisse Group stock for Q1 2015, up 3.2% quarter-over-quarter.
  • 26 funds opened new Credit Suisse Group positions in Q1 2015 and 30 closed out, a net change of -4 holders.
  • The largest Credit Suisse Group buyer in Q1 2015 was Eaton Vance Management, an estimated $13.5M added.
  • The largest Credit Suisse Group seller in Q1 2015 was Hardman Johnston Global Advisors, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2015.