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HDFC Bank

557 hedge funds and large institutions have $23B invested in HDFC Bank in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 241 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

52% more funds holding in top 10

Funds holding in top 10: 2335 (+12)

49% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 162

21% more capital invested

Capital invested by funds: $19B → $23B (+$3.98B)

5% more funds holding

Funds holding: 529557 (+28)

0.5% more ownership

Funds ownership: 8.5%9% (+0.5%)

18% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $16.5M

Holders
557
Holders Change
+28
Holders Change %
+5.29%
% of All Funds
8.12%
Holding in Top 10
35
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+52.17%
% of All Funds
0.51%
New
84
Increased
241
Reduced
162
Closed
51
Calls
$13.6M
Puts
$16.5M
Net Calls
-$2.94M
Net Calls Change
+$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
401
Mount Yale Investment Advisors
Colorado
$407K +$59.1K +1,960 +19%
RJFSA
402
Raymond James Financial Services Advisors
Florida
$404K +$43K +1,426 +13%
SCA
403
Snowden Capital Advisors
New York
$402K +$38.9K +1,290 +12%
BWP
404
BSW Wealth Partners
Colorado
$401K +$50.9K +1,686 +16%
PHS
405
Pekin Hardy Strauss
Illinois
$400K -$363K -12,050 -50%
SMDAM
406
Sumitomo Mitsui DS Asset Management
Japan
$396K
AO
407
Advisor OS
Illinois
$395K +$43.9K +1,454 +14%
IGAM
408
iA Global Asset Management
Quebec, Canada
$390K -$3.2K -106 -0.9%
DWT
409
Dorsey & Whitney Trust
South Dakota
$369K +$20.2K +670 +6%
RS
410
Rakuten Securities
Japan
$342K +$307K +10,178 New
FCI
411
Financial Counselors Inc
Kansas
$340K -$21.8K -724 -7%
BBA
412
Baader Bank Aktiengesellschaft
Germany
$337K +$845 +28 +0.3%
OWA
413
One Wealth Advisors
California
$331K +$297K +9,856 New
HCA
414
Hyperion Capital Advisors
New York
$330K
GCS
415
Gordian Capital (Singapore)
Singapore
$329K
KAS
416
Kestra Advisory Services
Texas
$322K -$22.9K -758 -7%
Cetera Investment Advisers
417
Cetera Investment Advisers
Illinois
$311K -$47.2K -1,564 -14%
NPT
418
National Philanthropic Trust
Pennsylvania
$308K +$277K +9,192 New
IUHSA
419
Itau Unibanco Holding S.A.
Brazil
$307K -$378K -12,520 -58%
TPW
420
Transatlantique Private Wealth
New York
$302K
Mitsubishi UFJ Asset Management
421
Mitsubishi UFJ Asset Management
Japan
$301K -$22.3K -740 -7%
SAM
422
Storebrand Asset Management
Norway
$301K +$29.1K +966 +12%
BWM
423
Baron Wealth Management
Michigan
$295K +$265K +8,780 New
AWAU
424
Alliance Wealth Advisors (Utah)
Utah
$293K +$48.5K +1,608 +23%
TRCT
425
Tower Research Capital (TRC)
New York
$284K +$61.9K +2,052 +32%

HDB Hedge Fund Activity: Q4 2023 in Review

557 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q4 2023, worth a combined $23B — up 21% from $19B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HDB positions and 51 closed out — a net gain of 33 holders — while 241 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $668M. The largest seller was Capital Research Global Investors, cutting an estimated $300M.

  • 557 institutional investors held HDFC Bank (HDB) as of Q4 2023, up from 529 in Q3 2023.
  • Funds reported $23B of HDFC Bank stock for Q4 2023, up 21% quarter-over-quarter.
  • 84 funds opened new HDFC Bank positions in Q4 2023 and 51 closed out, a net change of +33 holders.
  • The largest HDFC Bank buyer in Q4 2023 was Morgan Stanley, an estimated $668M added.
  • The largest HDFC Bank seller in Q4 2023 was Capital Research Global Investors, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2023.