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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
SWM
501
Spire Wealth Management
Virginia
$23.1K +$1.27K +42 +5%
JWA
502
JFS Wealth Advisors
Pennsylvania
$21.7K +$2.41K +80 +14%
ASN
503
Advisory Services Network
Georgia
$20.1K +$18K +598 New
ADL
504
Asset Dedication LLC
California
$20K
BCMLT
505
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.6K
HWA
506
HHM Wealth Advisors
Tennessee
$17K
RBC
507
Roble Belko & Company
Pennsylvania
$17K
LOIM
508
Liberty One Investment Management
Illinois
$16.6K +$7.18K +238 +93%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$16K -$10.4K -344 -43%
POIA
510
Pin Oak Investment Advisors
Texas
$16K +$4.95K +164 +51%
Northwestern Mutual Wealth Management
511
Northwestern Mutual Wealth Management
Wisconsin
$15.6K -$4.4K -146 -24%
PTC
512
Private Trust Company
Ohio
$15.2K
GRP
513
Global Retirement Partners
California
$15.2K +$121 +4 +0.8%
Jones Financial Companies
514
Jones Financial Companies
Missouri
$14.9K -$4.28K -142 -24%
ACM
515
Accent Capital Management
Ohio
$14.6K +$13.2K +436 New
PA
516
Parallel Advisors
California
$11.8K +$241 +8 +2%
RFG
517
RFP Financial Group
Georgia
$11.8K +$5.43K +180 +105%
TLCM
518
Twin Lakes Capital Management
California
$11.8K
BF
519
BOK Financial
Oklahoma
$11.5K
HIA
520
Harbor Investment Advisory
Maryland
$11.5K
MA
521
Montag & Associates
Georgia
$11.3K
WTA
522
Washington Trust Advisors
Massachusetts
$7.58K +$2.47K +82 +57%
EPW
523
Evergreen Private Wealth
Colorado
$7.25K +$6.52K +216 New
PWA
524
Provenance Wealth Advisors
Florida
$6.84K +$3.56K +118 +137%
CFFP
525
Center for Financial Planning
Michigan
$6.78K +$6.09K +202 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.