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CS

Credit Suisse Group

Delisted

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

160 hedge funds and large institutions have $870M invested in Credit Suisse Group in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

2% more capital invested

Capital invested by funds: $855M → $870M (+$14.6M)

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

2% less funds holding

Funds holding: 164160 (-4)

18% less call options, than puts

Call options by funds: $28.7M | Put options by funds: $34.8M

Holders
160
Holders Change
-4
Holders Change %
-2.44%
% of All Funds
4.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
53
Reduced
48
Closed
35
Calls
$28.7M
Puts
$34.8M
Net Calls
-$6.18M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$216M -$9.83M -421,006 -4%
EARNEST Partners
2
EARNEST Partners
Georgia
$82.1M -$4.67M -200,214 -5%
BIP
3
Brandes Investment Partners
California
$64M +$37.8M +1,617,311 +121%
Bank of America
4
Bank of America
North Carolina
$60.7M +$15.9M +680,631 +32%
EVM
5
Eaton Vance Management
Massachusetts
$45.4M +$24.5M +1,049,339 +100%
Lazard Asset Management
6
Lazard Asset Management
New York
$44.1M +$47.5M +2,034,265 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$37M -$2.92M -125,131 -7%
Northern Trust
8
Northern Trust
Illinois
$23.7M -$2.68M -114,859 -10%
Goldman Sachs
9
Goldman Sachs
New York
$23.7M -$9.44M -404,447 -27%
Wells Fargo
10
Wells Fargo
California
$19.8M +$12.5M +536,219 +142%
PPA
11
Parametric Portfolio Associates
Washington
$19.6M +$405K +17,372 +2%
Dodge & Cox
12
Dodge & Cox
California
$17.1M -$512K -21,950 -3%
UBS Group
13
UBS Group
Switzerland
$14.9M +$2.32M +99,481 +17%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$14M +$782K +33,520 +5%
SEI Investments
15
SEI Investments
Pennsylvania
$13.8M +$1.84M +78,748 +14%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$13.7M +$14.7M +630,204 New
Franklin Resources
17
Franklin Resources
California
$11.6M +$457K +19,596 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$9.94M -$2.14M -91,851 -17%
Morgan Stanley
19
Morgan Stanley
New York
$8.46M -$947K -40,555 -9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.58M +$2.89M +123,659 +55%
AG
21
Aperio Group
California
$7.14M -$1.36M -58,311 -15%
PG
22
PEAK6 Group
Illinois
$5.84M +$3.63M +155,310 +136%
ClearBridge Investments
23
ClearBridge Investments
New York
$5.52M -$232K -9,923 -4%
CAM
24
Capstone Asset Management
Texas
$4.97M +$616K +26,383 +13%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$4.71M +$5.07M +217,202 New

CS Hedge Fund Activity: Q4 2015 in Review

160 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Credit Suisse Group (CS) for Q4 2015, worth a combined $870M — up 1.7% from $855M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of CS and 33 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 53 added.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $47.5M. The largest seller was Susquehanna International Group, cutting an estimated $11.5M.

  • 160 institutional investors held Credit Suisse Group (CS) as of Q4 2015, down from 164 in Q3 2015.
  • Funds reported $870M of Credit Suisse Group stock for Q4 2015, up 1.7% quarter-over-quarter.
  • 33 funds opened new Credit Suisse Group positions in Q4 2015 and 35 closed out, a net change of -2 holders.
  • The largest Credit Suisse Group buyer in Q4 2015 was Lazard Asset Management, an estimated $47.5M added.
  • The largest Credit Suisse Group seller in Q4 2015 was Susquehanna International Group, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2015.