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HDFC Bank

535 hedge funds and large institutions have $22.4B invested in HDFC Bank in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 226 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

38% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 164

3% more funds holding

Funds holding: 520535 (+15)

1% more capital invested

Capital invested by funds: $22.1B → $22.4B (+$281M)

0.35% less ownership

Funds ownership: 11.82%11.47% (-0.35%)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

42% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $22.6M

Holders
535
Holders Change
+15
Holders Change %
+2.88%
% of All Funds
8.4%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
56
Increased
226
Reduced
164
Closed
36
Calls
$13.1M
Puts
$22.6M
Net Calls
-$9.5M
Net Calls Change
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
101
NS Partners
United Kingdom
$34.4M +$1.27M +37,732 +4%
OAC
102
OMERS Administration Corp
Ontario, Canada
$34.3M
KCP
103
Kaizen Capital Partners
Hong Kong
$33.2M +$32.1M +951,628 New
VanEck Associates
104
VanEck Associates
New York
$32.6M +$1.28K +38 +0%
Polen Capital Management
105
Polen Capital Management
Florida
$32.2M +$11.2M +330,844 +56%
TAM
106
Todd Asset Management
Kentucky
$32.1M +$202K +6,000 +0.7%
CIBC Asset Management
107
CIBC Asset Management
Ontario, Canada
$31.6M +$12.5M +372,016 +69%
Arrowstreet Capital
108
Arrowstreet Capital
Massachusetts
$28.9M +$25.2M +747,478 +901%
MIP
109
Mondrian Investment Partners
United Kingdom
$28.1M -$104K -3,080 -0.4%
AAMU
110
AEGON Asset Management (UK)
United Kingdom
$27.5M +$3.89M +115,420 +17%
MIH
111
Meitav Investment House
Israel
$24.9M
Northern Trust
112
Northern Trust
Illinois
$23.8M +$446K +13,214 +2%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$23.5M +$2.28M +67,770 +11%
Nordea Investment Management
114
Nordea Investment Management
Sweden
$22.6M -$2.87M -85,182 -12%
NVCHI
115
New Vernon Capital Holdings II
New Jersey
$21.3M +$9.74M +288,948 +90%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$21.1M +$20.4M +605,308 New
AIMCA
117
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21M +$62.2K +1,844 +0.3%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$21M -$1.33M -39,460 -6%
SP
119
Solel Partners
Massachusetts
$20.9M
CS
120
Credit Suisse
Switzerland
$20.9M +$3.96M +117,444 +24%
DekaBank Deutsche Girozentrale
121
DekaBank Deutsche Girozentrale
Germany
$20.7M +$7.01M +207,804 +53%
CWM
122
Cabot Wealth Management
Massachusetts
$20.1M +$75.3K +2,232 +0.4%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$19.9M -$664K -19,702 -3%
DKCM
124
Davidson Kempner Capital Management
New York
$18.9M +$18.3M +543,166 New
DnB Asset Management
125
DnB Asset Management
Norway
$18.8M -$168K -4,976 -0.9%

HDB Hedge Fund Activity: Q2 2023 in Review

535 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q2 2023, worth a combined $22.4B — up 1.3% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HDB positions and 36 closed out — a net gain of 20 holders — while 226 added to existing stakes and 164 trimmed.

The largest buyer was Sustainable Growth Advisers, adding an estimated $177M. The largest seller was GQG Partners, cutting an estimated $985M.

  • 535 institutional investors held HDFC Bank (HDB) as of Q2 2023, up from 520 in Q1 2023.
  • Funds reported $22.4B of HDFC Bank stock for Q2 2023, up 1.3% quarter-over-quarter.
  • 56 funds opened new HDFC Bank positions in Q2 2023 and 36 closed out, a net change of +20 holders.
  • The largest HDFC Bank buyer in Q2 2023 was Sustainable Growth Advisers, an estimated $177M added.
  • The largest HDFC Bank seller in Q2 2023 was GQG Partners, an estimated $985M sold.

Based on aggregated 13F filings for Q2 2023.