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HDFC Bank

513 hedge funds and large institutions have $23.1B invested in HDFC Bank in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 241 increasing their positions, 155 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 155

0.07% less ownership

Funds ownership: 11.7%11.63% (-0.07%)

2% less capital invested

Capital invested by funds: $23.5B → $23.1B (-$371M)

2% less funds holding

Funds holding: 522513 (-9)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

58% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $55.7M

Holders
513
Holders Change
-9
Holders Change %
-1.72%
% of All Funds
8.98%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
38
Increased
241
Reduced
155
Closed
43
Calls
$23.4M
Puts
$55.7M
Net Calls
-$32.3M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Endurance Wealth Management
Rhode Island
$41K
LWA
452
Lenox Wealth Advisors
New York
$41K
JWA
453
JFS Wealth Advisors
Pennsylvania
$39K +$31.4K +848 +385%
Koshinski Asset Management
454
Koshinski Asset Management
Illinois
$37K +$37.5K +1,012 New
FP
455
Financial Perspectives
Minnesota
$36.4K -$140K -3,770 -79%
S
456
SignatureFD
Georgia
$35K +$223 +6 +0.6%
Jones Financial Companies
457
Jones Financial Companies
Missouri
$34K
ST
458
Sageworth Trust
Pennsylvania
$32K
MGIM
459
M&G Investment Management
United Kingdom
$31.8K +$1.64M +44,172 +5%
GKWIM
460
Gerber Kawasaki Wealth & Investment Management
California
$31K +$31.6K +852 New
PFGIA
461
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$148 -4 -0.5%
AG
462
Ashmore Group
United Kingdom
$26.2K +$21.6M +582,512 +419%
FCA
463
FinTrust Capital Advisors
South Carolina
$26K
GI
464
Gradient Investments
Minnesota
$26K
VCM
465
Vigilant Capital Management
Maine
$25K +$25.1K +676 New
SOW
466
State of Wyoming
Wyoming
$23K -$15.3K -412 -39%
NFSG
467
Newbridge Financial Services Group
Florida
$23K +$74 +2 +0.3%
ADL
468
Asset Dedication LLC
California
$21K
Macquarie Group
469
Macquarie Group
Australia
$21K +$21.4K +576 New
LWP
470
Lumature Wealth Partners
Georgia
$20K +$74 +2 +0.4%
AA
471
Ancora Advisors
Ohio
$19K -$5.27K -142 -22%
PB
472
Pinnacle Bancorp
Nebraska
$19K
RBC
473
Roble Belko & Company
Pennsylvania
$18K
MAM
474
Meeder Asset Management
Ohio
$16K
WTC
475
WhitTier Trust Company
Nevada
$16K

HDB Hedge Fund Activity: Q3 2021 in Review

513 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q3 2021, worth a combined $23.1B — down 1.6% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of HDB and 38 opened new positions — a net loss of 5 holders — while 155 trimmed existing stakes and 241 added.

The largest buyer was Schroder Investment Management Group, adding an estimated $319M. The largest seller was WCM Investment Management, cutting an estimated $910M.

  • 513 institutional investors held HDFC Bank (HDB) as of Q3 2021, down from 522 in Q2 2021.
  • Funds reported $23.1B of HDFC Bank stock for Q3 2021, down 1.6% quarter-over-quarter.
  • 38 funds opened new HDFC Bank positions in Q3 2021 and 43 closed out, a net change of -5 holders.
  • The largest HDFC Bank buyer in Q3 2021 was Schroder Investment Management Group, an estimated $319M added.
  • The largest HDFC Bank seller in Q3 2021 was WCM Investment Management, an estimated $910M sold.

Based on aggregated 13F filings for Q3 2021.