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HDFC Bank

535 hedge funds and large institutions have $22.4B invested in HDFC Bank in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 226 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

38% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 164

3% more funds holding

Funds holding: 520535 (+15)

1% more capital invested

Capital invested by funds: $22.1B → $22.4B (+$281M)

0.35% less ownership

Funds ownership: 11.82%11.47% (-0.35%)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

42% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $22.6M

Holders
535
Holders Change
+15
Holders Change %
+2.88%
% of All Funds
8.4%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
56
Increased
226
Reduced
164
Closed
36
Calls
$13.1M
Puts
$22.6M
Net Calls
-$9.5M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
301
William Blair & Company
Illinois
$988K +$15.5K +460 +2%
RCAG
302
Rehmann Capital Advisory Group
Michigan
$982K +$96.4K +2,860 +11%
PFM
303
Premier Fund Managers
United Kingdom
$975K +$211K +6,266 +29%
BFG
304
Bleakley Financial Group
New Jersey
$974K -$3.78K -112 -0.4%
SS
305
Simplicity Solutions
Minnesota
$973K -$6.54K -194 -0.7%
Creative Planning
306
Creative Planning
Kansas
$968K +$18.7K +556 +2%
SWS
307
SYSTM Wealth Solutions
Illinois
$955K +$704K +20,890 +320%
E
308
Ergoteles
New York
$955K +$924K +27,412 New
SC
309
Scotia Capital
Ontario, Canada
$954K +$362K +10,732 +64%
HC
310
Henshaw Capital
Massachusetts
$943K
GWM
311
GSB Wealth Management
Connecticut
$929K -$55.6K -1,650 -6%
BSAM
312
Blue Square Asset Management
New York
$921K +$151K +4,480 +20%
PAS
313
Park Avenue Securities
New York
$917K +$35.7K +1,060 +4%
CM
314
Castleark Management
Illinois
$908K -$31.7K -940 -3%
SFS
315
Stiles Financial Services
Minnesota
$881K -$13.6K -404 -2%
CWM
316
Calamos Wealth Management
Illinois
$880K -$9.24K -274 -1%
FTDI
317
First Trust Direct Indexing
Massachusetts
$864K +$30.1K +894 +4%
SAM
318
Sabadell Asset Management
Spain
$861K
AAM
319
Advisors Asset Management
Colorado
$858K +$31.3K +928 +4%
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$839K -$1.42K -42 -0.2%
PHS
321
Pekin Hardy Strauss
Illinois
$835K +$287K +8,500 +55%
PA
322
Paragon Advisors
Texas
$827K +$801K +23,746 New
VWM
323
Venturi Wealth Management
Texas
$825K +$7.42K +220 +0.9%
SFM
324
Soros Fund Management
New York
$824K
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$802K +$1.01K +30 +0.1%

HDB Hedge Fund Activity: Q2 2023 in Review

535 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q2 2023, worth a combined $22.4B — up 1.3% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HDB positions and 36 closed out — a net gain of 20 holders — while 226 added to existing stakes and 164 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $177M. The largest seller was GQG Partners, cutting an estimated $985M.

  • 535 institutional investors held HDFC Bank (HDB) as of Q2 2023, up from 520 in Q1 2023.
  • Funds reported $22.4B of HDFC Bank stock for Q2 2023, up 1.3% quarter-over-quarter.
  • 56 funds opened new HDFC Bank positions in Q2 2023 and 36 closed out, a net change of +20 holders.
  • The largest HDFC Bank buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $177M added.
  • The largest HDFC Bank seller in Q2 2023 was GQG Partners, an estimated $985M sold.

Based on aggregated 13F filings for Q2 2023.