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HDFC Bank

302 hedge funds and large institutions have $9.05B invested in HDFC Bank in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

6% more funds holding

Funds holding: 286302 (+16)

0.04% more ownership

Funds ownership: 23.3%23.34% (+0.04%)

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 107

15% less capital invested

Capital invested by funds: $10.7B → $9.05B (-$1.6B)

72% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $23.9M

Holders
302
Holders Change
+16
Holders Change %
+5.59%
% of All Funds
7.55%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.4%
New
56
Increased
98
Reduced
107
Closed
32
Calls
$6.62M
Puts
$23.9M
Net Calls
-$17.3M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$895M -$94.9M -5,669,112 -9%
JP Morgan Chase
2
JP Morgan Chase
New York
$822M -$7.59M -453,880 -0.8%
Capital World Investors
3
Capital World Investors
California
$605M +$6.1M +364,564 +0.9%
Fisher Asset Management
4
Fisher Asset Management
Washington
$492M -$3.82M -228,576 -0.7%
WCM Investment Management
5
WCM Investment Management
California
$400M +$18.2M +1,085,596 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$284M -$35.9K -2,144 -0%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$262M -$4.87M -290,948 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$238M +$32.9M +1,968,432 +14%
VAM
9
Vontobel Asset Management
New York
$192M -$27.4M -1,638,264 -12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$184M +$24.8M +1,479,324 +14%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$170M -$26.7M -1,598,512 -12%
CWG
12
C WorldWide Group
Denmark
$159M +$1.07M +64,028 +0.6%
American Century Companies
13
American Century Companies
Missouri
$156M +$21.2M +1,268,152 +14%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$149M +$11.6M +691,184 +8%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$133M +$147M +8,762,396 New
Fidelity International
16
Fidelity International
Bermuda
$132M -$8.55M -510,676 -6%
TCCM
17
Two Creeks Capital Management
New York
$129M
Invesco
18
Invesco
Georgia
$120M +$7.91M +472,968 +6%
Morgan Stanley
19
Morgan Stanley
New York
$118M +$20M +1,197,208 +18%
HJGA
20
Hardman Johnston Global Advisors
Connecticut
$111M -$29.9M -1,787,096 -20%
EARNEST Partners
21
EARNEST Partners
Georgia
$106M -$3.64M -217,476 -3%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$103M -$12.7M -758,784 -10%
CBOA
23
Commonwealth Bank of Australia
Australia
$102M +$42.5M +2,542,020 +61%
Lazard Asset Management
24
Lazard Asset Management
New York
$94.3M -$47.2M -2,818,100 -31%
Renaissance Technologies
25
Renaissance Technologies
New York
$94M +$104M +6,194,800 New

HDB Hedge Fund Activity: Q4 2016 in Review

302 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q4 2016, worth a combined $9.05B — down 15% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HDB positions and 32 closed out — a net gain of 24 holders — while 98 added to existing stakes and 107 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $104M. The largest seller was Lone Pine Capital, cutting an estimated $182M.

  • 302 institutional investors held HDFC Bank (HDB) as of Q4 2016, up from 286 in Q3 2016.
  • Funds reported $9.05B of HDFC Bank stock for Q4 2016, down 15% quarter-over-quarter.
  • 56 funds opened new HDFC Bank positions in Q4 2016 and 32 closed out, a net change of +24 holders.
  • The largest HDFC Bank buyer in Q4 2016 was Renaissance Technologies, an estimated $104M added.
  • The largest HDFC Bank seller in Q4 2016 was Lone Pine Capital, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2016.