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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
LFAS
426
Level Four Advisory Services
Texas
$283K -$68.8K -2,282 -21%
TFS
427
Thoroughbred Financial Services
Tennessee
$283K -$905 -30 -0.4%
EWM
428
Endowment Wealth Management
Wisconsin
$280K +$11.1K +368 +5%
BFEC
429
Benjamin F. Edwards & Company
Missouri
$277K +$249K +8,252 New
AWM
430
Apollon Wealth Management
South Carolina
$277K +$249K +8,246 New
FVWA
431
Foster Victor Wealth Advisors
South Carolina
$277K +$9.96K +330 +4%
Wealth Enhancement Advisory Services
432
Wealth Enhancement Advisory Services
Minnesota
$276K -$724 -24 -0.3%
PFS
433
Prospera Financial Services
Texas
$275K -$216K -7,162 -47%
AIM
434
Aigen Investment Management
New York
$270K +$243K +8,054 New
SAM
435
Sompo Asset Management
Japan
$269K
CB
436
Commerce Bank
Missouri
$269K -$1.63K -54 -0.7%
SC
437
Sapient Capital
Indiana
$263K +$237K +7,850 New
Corient Private Wealth
438
Corient Private Wealth
Florida
$261K -$155K -5,134 -40%
EGM
439
Engineers Gate Manager
New York
$250K -$888K -29,448 -80%
PAM
440
Panagora Asset Management
Massachusetts
$250K
TA
441
Tectonic Advisors
Texas
$243K +$218K +7,236 New
FFP
442
FourThought Financial Partners
Florida
$239K +$3.5K +116 +2%
CQS
443
Credential Qtrade Securities
$236K -$5.25M -173,882 -96%
Canada Life
444
Canada Life
Manitoba, Canada
$233K -$655K -21,724 -76%
FAM
445
Formidable Asset Management
Ohio
$232K +$209K +6,922 New
MG
446
Mather Group
Illinois
$231K +$208K +6,884 New
CIM
447
Confluence Investment Management
Missouri
$231K
AIA
448
Angeles Investment Advisors
California
$226K -$20.8K -688 -9%
FA
449
FDx Advisors
Illinois
$226K +$203K +6,730 New
PWG
450
Portside Wealth Group
Utah
$216K +$195K +6,448 New

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.