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HDFC Bank

434 hedge funds and large institutions have $18.6B invested in HDFC Bank in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 160 increasing their positions, 153 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

5% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 59

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 153

0% more funds holding

Funds holding: 433434 (+1)

7% less call options, than puts

Call options by funds: $109M | Put options by funds: $117M

12.56% less ownership

Funds ownership: 24.51%11.95% (-13%)

14% less capital invested

Capital invested by funds: $21.7B → $18.6B (-$3.12B)

Holders
434
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
9.52%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
62
Increased
160
Reduced
153
Closed
59
Calls
$109M
Puts
$117M
Net Calls
-$8.32M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
401
CX Institutional
Indiana
$11K +$1.59K +56 +18%
EWM
402
Endurance Wealth Management
Rhode Island
$11K +$11.4K +400 New
LF
403
Lee Financial
Texas
$10K
POIA
404
Pin Oak Investment Advisors
Texas
$9K
HR
405
Howe & Rusling
New York
$9K +$8.65K +304 New
SPIA
406
Steward Partners Investment Advisory
New York
$9K +$9.56K +336 New
PMFA
407
Plante Moran Financial Advisors
Michigan
$8K -$60.2K -2,116 -89%
CFA
408
Carroll Financial Associates
North Carolina
$8K -$6.83K -240 -44%
GRP
409
Global Retirement Partners
California
$8K -$5.35K -188 -42%
CFG
410
Citizens Financial Group
Rhode Island
$8K +$8.2K +288 New
LWM
411
Liberty Wealth Management
California
$7K -$569 -20 -8%
TJHA
412
Thomas J. Herzfeld Advisors
Florida
$7K
NSIM
413
North Star Investment Management
Illinois
$7K +$6.49K +228 New
PCIA
414
Prime Capital Investment Advisors
Kansas
$7K +$7.29K +256 New
WTC
415
WhitTier Trust Company
Nevada
$6K -$6.26K -220 -50%
FA
416
Fortis Advisors
Pennsylvania
$6K
JPLA
417
Joseph P. Lucia & Associates
New York
$6K
IWA
418
Intercontinental Wealth Advisors
Texas
$5K
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$4K -$13.6K -476 -76%
BWL
420
Bogart Wealth LLC
Virginia
$4K +$3.87K +136 New
SFS
421
Sowell Financial Services
Arkansas
$4K +$3.98K +140 New
RWA
422
Ropes Wealth Advisors
Massachusetts
$3K -$9.91K -348 -76%
CIAS
423
Capital Investment Advisory Services
North Carolina
$3K
TFGT
424
TS Financial Group (TSFG)
Illinois
$3K
WT
425
Whittier Trust
California
$2K -$2.39K -84 -50%

HDB Hedge Fund Activity: Q3 2019 in Review

434 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q3 2019, worth a combined $18.6B — down 14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HDB positions and 59 closed out — a net gain of 3 holders — while 160 added to existing stakes and 153 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $69.9M. The largest seller was Fidelity Investments, cutting an estimated $375M.

  • 434 institutional investors held HDFC Bank (HDB) as of Q3 2019, up from 433 in Q2 2019.
  • Funds reported $18.6B of HDFC Bank stock for Q3 2019, down 14% quarter-over-quarter.
  • 62 funds opened new HDFC Bank positions in Q3 2019 and 59 closed out, a net change of +3 holders.
  • The largest HDFC Bank buyer in Q3 2019 was WCM Investment Management, an estimated $69.9M added.
  • The largest HDFC Bank seller in Q3 2019 was Fidelity Investments, an estimated $375M sold.

Based on aggregated 13F filings for Q3 2019.