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HDFC Bank

390 hedge funds and large institutions have $15.3B invested in HDFC Bank in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 120

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

1.03% more ownership

Funds ownership: 22.9%23.93% (+1%)

0% more funds holding

Funds holding: 390390 (0)

2% less capital invested

Capital invested by funds: $15.7B → $15.3B (-$356M)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

71% less call options, than puts

Call options by funds: $30.4M | Put options by funds: $105M

Holders
390
Holders Change
Holders Change %
0%
% of All Funds
8.92%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.53%
New
38
Increased
163
Reduced
120
Closed
32
Calls
$30.4M
Puts
$105M
Net Calls
-$74.3M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
351
Flagship Harbor Advisors
Massachusetts
$41K +$1.22K +48 +3%
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$40K
FHB
353
First Hawaiian Bank
Hawaii
$40K +$42.8K +1,680 New
CFGS
354
Concourse Financial Group Securities
Alabama
$32K +$34.4K +1,348 New
RFA
355
Reilly Financial Advisors
California
$31K -$7.14K -280 -17%
LWA
356
Lenox Wealth Advisors
New York
$27K -$9.79K -384 -25%
APA
357
American Portfolios Advisors
New York
$25.1K
ADL
358
Asset Dedication LLC
California
$25K
WSTAM
359
Wilbanks Smith & Thomas Asset Management
Virginia
$24K +$25.7K +1,008 New
LIA
360
LS Investment Advisors
Michigan
$23K
WA
361
WealthTrust-Arizona
Arizona
$20K -$612 -24 -3%
ST
362
Smithfield Trust
Pennsylvania
$20K
GSC
363
G&S Capital
Colorado
$19K
GRP
364
Global Retirement Partners
California
$16K
LFA
365
Legacy Financial Advisors
Kentucky
$15K
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$15K +$8.77K +344 +115%
ASN
367
Advisory Services Network
Georgia
$12K -$5.61K -220 -29%
JA
368
JOYN Advisors
Georgia
$12K
RBC
369
Roble Belko & Company
Pennsylvania
$12K
BWP
370
Baldwin Wealth Partners
Massachusetts
$11K +$11.8K +464 New
SFG
371
SevenBridge Financial Group
Pennsylvania
$9K
POIA
372
Pin Oak Investment Advisors
Texas
$8K
PMFA
373
Plante Moran Financial Advisors
Michigan
$8K +$306 +12 +4%
CFA
374
Carroll Financial Associates
North Carolina
$7K
PCP
375
Proficio Capital Partners
Massachusetts
$7K +$612 +24 +9%

HDB Hedge Fund Activity: Q3 2018 in Review

390 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q3 2018, worth a combined $15.3B — down 2.3% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HDB positions and 32 closed out — a net gain of 6 holders — while 163 added to existing stakes and 120 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $584M. The largest seller was UBS AM, cutting an estimated $107M.

  • 390 institutional investors held HDFC Bank (HDB) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $15.3B of HDFC Bank stock for Q3 2018, down 2.3% quarter-over-quarter.
  • 38 funds opened new HDFC Bank positions in Q3 2018 and 32 closed out, a net change of +6 holders.
  • The largest HDFC Bank buyer in Q3 2018 was Capital Research Global Investors, an estimated $584M added.
  • The largest HDFC Bank seller in Q3 2018 was UBS AM, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2018.