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HDFC Bank

210 hedge funds and large institutions have $4.7B invested in HDFC Bank in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more capital invested

Capital invested by funds: $3.99B → $4.7B (+$707M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

4% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 72

0.28% less ownership

Funds ownership: 19.44%19.16% (-0.28%)

2% less funds holding

Funds holding: 214210 (-4)

81% less call options, than puts

Call options by funds: $2.54M | Put options by funds: $13.6M

Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
6.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
25
Increased
75
Reduced
72
Closed
24
Calls
$2.54M
Puts
$13.6M
Net Calls
-$11.1M
Net Calls Change
-$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$641M -$3.61M -415,096 -0.7%
VAM
2
Vontobel Asset Management
New York
$428M -$93.1M -10,697,700 -20%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$233M +$20.6M +2,369,424 +12%
Capital World Investors
4
Capital World Investors
California
$231M +$91.2M +10,484,260 +87%
Fisher Asset Management
5
Fisher Asset Management
Washington
$199M +$16.3M +1,872,344 +11%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$195M +$5.28M +606,908 +3%
Lazard Asset Management
7
Lazard Asset Management
New York
$185M -$16.8M -1,930,824 -10%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$164M +$15.9M +1,832,800 +13%
Vanguard Group
9
Vanguard Group
Pennsylvania
$155M -$18.1M -2,083,616 -12%
HL
10
Harding Loevner
New Jersey
$151M +$2.17M +249,040 +2%
Capital Research Global Investors
11
Capital Research Global Investors
California
$112M +$95.4M +10,966,000 New
BG
12
BlackRock Group
United Kingdom
$107M -$27.7M -3,183,184 -23%
WA
13
Wasatch Advisors
Utah
$78.8M -$436K -50,128 -0.6%
TIM
14
Thornburg Investment Management
New Mexico
$73.9M +$15M +1,729,224 +32%
ICP
15
Indus Capital Partners
New York
$73.6M +$34.6M +3,980,000 +124%
Wells Fargo
16
Wells Fargo
California
$67M -$1.13M -129,948 -2%
Fidelity International
17
Fidelity International
Bermuda
$63.2M +$46.4M +5,329,308 +639%
UBS AM
18
UBS AM
Illinois
$59.5M +$46.8M +5,377,488 +1,265%
Morgan Stanley
19
Morgan Stanley
New York
$57.5M +$8.78M +1,009,100 +22%
HGI
20
Hansberger Global Investors
Florida
$52.8M -$9.04M -1,038,856 -17%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$52M -$117K -13,460 -0.3%
CS
22
Credit Suisse
Switzerland
$49.2M -$14.1M -1,615,424 -25%
Ameriprise
23
Ameriprise
Minnesota
$48.6M +$1.88M +216,348 +5%
ACI
24
AMP Capital Investors
Australia
$45.8M -$3.4M -390,400 -8%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$43.5M -$694K -79,732 -2%

HDB Hedge Fund Activity: Q1 2014 in Review

210 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q1 2014, worth a combined $4.7B — up 18% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HDB positions and 24 closed out — a net gain of 1 holder — while 75 added to existing stakes and 72 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $95.4M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $327M sold.

  • 210 institutional investors held HDFC Bank (HDB) as of Q1 2014, down from 214 in Q4 2013.
  • Funds reported $4.7B of HDFC Bank stock for Q1 2014, up 18% quarter-over-quarter.
  • 25 funds opened new HDFC Bank positions in Q1 2014 and 24 closed out, a net change of +1 holder.
  • The largest HDFC Bank buyer in Q1 2014 was Capital Research Global Investors, an estimated $95.4M added.
  • The largest HDFC Bank seller in Q1 2014 was OppenheimerFunds, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2014.