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HDFC Bank

264 hedge funds and large institutions have $8.75B invested in HDFC Bank in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 88

2% more capital invested

Capital invested by funds: $8.57B → $8.75B (+$188M)

0.13% more ownership

Funds ownership: 23.14%23.27% (+0.13%)

4% less funds holding

Funds holding: 275264 (-11)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

61% less call options, than puts

Call options by funds: $6.1M | Put options by funds: $15.7M

Holders
264
Holders Change
-11
Holders Change %
-4%
% of All Funds
7.11%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
27
Increased
104
Reduced
88
Closed
38
Calls
$6.1M
Puts
$15.7M
Net Calls
-$9.58M
Net Calls Change
+$8M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wasatch Advisors
Utah
$77.9M -$1.64M -112,860 -2%
DCM
27
Discovery Capital Management
Connecticut
$75.5M -$31M -2,136,684 -30%
Baillie Gifford & Co
28
Baillie Gifford & Co
United Kingdom
$74.6M +$1.92M +132,176 +3%
Wells Fargo
29
Wells Fargo
California
$71.8M -$6.65M -458,264 -9%
GGHC
30
Gilder Gagnon Howe & Co
New York
$71.2M -$15.2M -1,047,132 -18%
American Century Companies
31
American Century Companies
Missouri
$70M +$1.13M +78,076 +2%
Ameriprise
32
Ameriprise
Minnesota
$70M +$20M +1,374,400 +42%
CGT
33
Capital Guardian Trust
California
$67.1M -$3M -206,504 -4%
DCM
34
Driehaus Capital Management
Illinois
$66.9M +$4.17M +287,288 +7%
SC
35
Samlyn Capital
New York
$64.6M +$20.5M +1,413,208 +50%
CBOA
36
Commonwealth Bank of Australia
Australia
$64.3M +$6.71M +462,336 +12%
TIM
37
Thornburg Investment Management
New Mexico
$61.6M -$6.47M -445,524 -10%
DFO
38
Duquesne Family Office
New York
$60.7M
Invesco
39
Invesco
Georgia
$57.6M +$2.62M +180,828 +5%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$56.2M -$2.94M -202,444 -5%
Goldman Sachs
41
Goldman Sachs
New York
$51.3M -$2.96M -204,092 -6%
BIT
42
BlackRock Institutional Trust
California
$51.1M +$30.9M +2,127,708 +171%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$45M +$466K +32,104 +1%
Deutsche Bank
44
Deutsche Bank
Germany
$43.6M +$1.37M +94,204 +3%
SEI Investments
45
SEI Investments
Pennsylvania
$43.1M +$16.5M +1,139,856 +67%
BG
46
BlackRock Group
United Kingdom
$42.8M -$5.49M -378,416 -12%
Bank of America
47
Bank of America
North Carolina
$40M -$995K -68,532 -3%
AI
48
Axiom Investors
Connecticut
$39.7M -$6.02M -414,632 -14%
SIG
49
Senator Investment Group
New York
$39.3M +$14.5M +1,000,000 +63%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$38.6M -$552K -38,000 -1%

HDB Hedge Fund Activity: Q2 2015 in Review

264 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q2 2015, worth a combined $8.75B — up 2.2% from $8.57B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of HDB and 27 opened new positions — a net loss of 11 holders — while 88 trimmed existing stakes and 104 added.

The largest buyer was Capital Research Global Investors, adding an estimated $96.8M. The largest seller was Harding Loevner, cutting an estimated $172M.

  • 264 institutional investors held HDFC Bank (HDB) as of Q2 2015, down from 275 in Q1 2015.
  • Funds reported $8.75B of HDFC Bank stock for Q2 2015, up 2.2% quarter-over-quarter.
  • 27 funds opened new HDFC Bank positions in Q2 2015 and 38 closed out, a net change of -11 holders.
  • The largest HDFC Bank buyer in Q2 2015 was Capital Research Global Investors, an estimated $96.8M added.
  • The largest HDFC Bank seller in Q2 2015 was Harding Loevner, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2015.