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HDFC Bank

567 hedge funds and large institutions have $18.5B invested in HDFC Bank in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 215 increasing their positions, 201 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 72

2% more funds holding

Funds holding: 557567 (+10)

7% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 201

0.34% less ownership

Funds ownership: 9%8.67% (-0.34%)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

20% less capital invested

Capital invested by funds: $23B → $18.5B (-$4.57B)

36% less call options, than puts

Call options by funds: $52.1M | Put options by funds: $81.8M

Holders
567
Holders Change
+10
Holders Change %
+1.8%
% of All Funds
8.17%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.48%
New
87
Increased
215
Reduced
201
Closed
72
Calls
$52.1M
Puts
$81.8M
Net Calls
-$29.7M
Net Calls Change
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
51
Dodge & Cox
California
$116M +$85.5M +3,015,746 +269%
N
52
Nuveen
North Carolina
$112M -$18.1M -636,626 -14%
Capstone Investment Advisors
53
Capstone Investment Advisors
New York
$112M +$45.8M +1,614,980 +68%
MAMU
54
Marathon Asset Management (UK)
United Kingdom
$111M +$2.79M +98,432 +3%
VAM
55
Vontobel Asset Management
New York
$110M +$17.9M +632,250 +27%
AIM
56
Aikya Investment Management
United Kingdom
$108M +$43.9M +1,548,230 +67%
LP
57
LMR Partners
United Kingdom
$106M +$63.2M +2,229,618 +145%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$105M +$10.6M +373,460 +12%
UBS Group
59
UBS Group
Switzerland
$103M +$19.8M +699,704 +23%
CLC
60
Charles-Lim Capital
Hong Kong
$102M -$17M -600,000 -14%
CIM
61
CCLA Investment Management
United Kingdom
$97.5M +$99.1M +3,493,996 +100,692%
JFL
62
Jarislowsky, Fraser Ltd
Quebec, Canada
$91.8M +$5.97M +210,646 +7%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$91.4M -$8.05M -283,912 -8%
Mawer Investment Management
64
Mawer Investment Management
Alberta, Canada
$88.6M +$36.5M +1,286,700 +69%
SEI Investments
65
SEI Investments
Pennsylvania
$87.8M -$5.25M -185,090 -6%
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$81.1M -$5.72M -201,594 -7%
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$75.2M +$11.9M +419,566 +19%
Allianz Asset Management
68
Allianz Asset Management
Germany
$75.1M -$21.1M -743,286 -22%
Ninety One (UK)
69
Ninety One (UK)
United Kingdom
$73.6M -$68M -2,398,188 -48%
ICP
70
Indus Capital Partners
New York
$73.6M +$38.9M +1,372,800 +109%
MGP
71
M&G plc
United Kingdom
$72.3M +$73.3M +2,583,748 New
Bessemer Group
72
Bessemer Group
New Jersey
$71.4M +$11.1M +390,784 +18%
DB
73
Danske Bank
Denmark
$70.2M +$71.1M +2,507,578 New
EARNEST Partners
74
EARNEST Partners
Georgia
$69.9M +$5.89M +207,834 +9%
PL
75
Perpetual Ltd
Australia
$67M -$1.24M -43,640 -2%

HDB Hedge Fund Activity: Q1 2024 in Review

567 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q1 2024, worth a combined $18.5B — down 20% from $23B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new HDB positions and 72 closed out — a net gain of 15 holders — while 215 added to existing stakes and 201 trimmed.

The largest buyer was Trinity Street Asset Management, opening a new position worth an estimated $203M. The largest seller was Morgan Stanley, cutting an estimated $503M.

  • 567 institutional investors held HDFC Bank (HDB) as of Q1 2024, up from 557 in Q4 2023.
  • Funds reported $18.5B of HDFC Bank stock for Q1 2024, down 20% quarter-over-quarter.
  • 87 funds opened new HDFC Bank positions in Q1 2024 and 72 closed out, a net change of +15 holders.
  • The largest HDFC Bank buyer in Q1 2024 was Trinity Street Asset Management, an estimated $203M added.
  • The largest HDFC Bank seller in Q1 2024 was Morgan Stanley, an estimated $503M sold.

Based on aggregated 13F filings for Q1 2024.