We are live on ! Find out more
HDB icon

HDFC Bank

299 hedge funds and large institutions have $11.4B invested in HDFC Bank in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 100 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

26% more capital invested

Capital invested by funds: $9.05B → $11.4B (+$2.35B)

8% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 40

7% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 100

0.32% more ownership

Funds ownership: 23.34%23.66% (+0.32%)

1% less funds holding

Funds holding: 302299 (-3)

54% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $33.3M

Holders
299
Holders Change
-3
Holders Change %
-0.99%
% of All Funds
7.44%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.55%
New
43
Increased
107
Reduced
100
Closed
40
Calls
$15.4M
Puts
$33.3M
Net Calls
-$17.9M
Net Calls Change
-$641K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.07B -$35.6M -2,044,980 -3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.06B +$37.5M +2,153,060 +4%
Capital World Investors
3
Capital World Investors
California
$837M +$81M +4,650,576 +12%
Fisher Asset Management
4
Fisher Asset Management
Washington
$614M +$4.25M +244,036 +0.8%
WCM Investment Management
5
WCM Investment Management
California
$520M +$22.8M +1,308,020 +5%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$332M +$10.8M +618,428 +4%
VAM
7
Vontobel Asset Management
New York
$265M +$15.7M +900,136 +7%
Capital Research Global Investors
8
Capital Research Global Investors
California
$229M -$114M -6,563,328 -35%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$228M -$62M -3,561,780 -23%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$218M +$6.48M +372,112 +3%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$212M +$25.6M +1,472,724 +15%
Morgan Stanley
12
Morgan Stanley
New York
$206M +$55.4M +3,183,588 +41%
CWG
13
C WorldWide Group
Denmark
$202M +$3.96M +227,192 +2%
Artisan Partners
14
Artisan Partners
Wisconsin
$197M +$79.8M +4,580,804 +78%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$189M +$22.2M +1,273,740 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$181M -$42.9M -2,462,856 -20%
TCCM
17
Two Creeks Capital Management
New York
$164M +$3.96M +227,384 +3%
American Century Companies
18
American Century Companies
Missouri
$163M -$27.6M -1,585,304 -15%
Invesco
19
Invesco
Georgia
$161M +$11.5M +659,320 +8%
HJGA
20
Hardman Johnston Global Advisors
Connecticut
$160M +$20.4M +1,172,508 +16%
EARNEST Partners
21
EARNEST Partners
Georgia
$160M +$26.3M +1,511,968 +22%
Fidelity International
22
Fidelity International
Bermuda
$147M -$15.2M -873,356 -10%
CBOA
23
Commonwealth Bank of Australia
Australia
$127M +$581K +33,384 +0.5%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$125M -$2.08M -119,304 -2%
Lazard Asset Management
25
Lazard Asset Management
New York
$125M +$7.69M +441,596 +7%

HDB Hedge Fund Activity: Q1 2017 in Review

299 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q1 2017, worth a combined $11.4B — up 26% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HDB positions and 40 closed out — a net gain of 3 holders — while 107 added to existing stakes and 100 trimmed.

The largest buyer was Capital World Investors, adding an estimated $81M. The largest seller was Capital Research Global Investors, cutting an estimated $114M.

  • 299 institutional investors held HDFC Bank (HDB) as of Q1 2017, down from 302 in Q4 2016.
  • Funds reported $11.4B of HDFC Bank stock for Q1 2017, up 26% quarter-over-quarter.
  • 43 funds opened new HDFC Bank positions in Q1 2017 and 40 closed out, a net change of +3 holders.
  • The largest HDFC Bank buyer in Q1 2017 was Capital World Investors, an estimated $81M added.
  • The largest HDFC Bank seller in Q1 2017 was Capital Research Global Investors, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2017.