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HDFC Bank

326 hedge funds and large institutions have $13.1B invested in HDFC Bank in 2017 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

15% more capital invested

Capital invested by funds: $11.4B → $13.1B (+$1.72B)

9% more funds holding

Funds holding: 299326 (+27)

0.18% less ownership

Funds ownership: 23.66%23.48% (-0.18%)

6% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 119

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

72% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $42M

Holders
326
Holders Change
+27
Holders Change %
+9.03%
% of All Funds
8.13%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.47%
New
50
Increased
112
Reduced
119
Closed
21
Calls
$11.9M
Puts
$42M
Net Calls
-$30.1M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.29B +$49.2M +2,356,504 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.22B -$8.17M -391,204 -0.7%
Capital World Investors
3
Capital World Investors
California
$968M +$299K +14,296 +0%
Fisher Asset Management
4
Fisher Asset Management
Washington
$708M -$2.09M -100,260 -0.3%
WCM Investment Management
5
WCM Investment Management
California
$636M +$33.7M +1,615,020 +6%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$370M -$14.1M -676,068 -4%
HL
7
Harding Loevner
New Jersey
$305M +$188M +8,976,048 +178%
Capital Research Global Investors
8
Capital Research Global Investors
California
$262M -$2.34M -111,876 -0.9%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$261M +$14.7M +702,328 +6%
Artisan Partners
10
Artisan Partners
Wisconsin
$244M +$15.1M +722,260 +7%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$238M -$13.6M -651,880 -6%
HJGA
12
Hardman Johnston Global Advisors
Connecticut
$225M +$38.4M +1,839,652 +22%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$223M +$13.1M +625,404 +6%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$211M -$7.03M -336,432 -3%
ECU
15
Egerton Capital (UK)
United Kingdom
$196M +$188M +9,020,460 New
VAM
16
Vontobel Asset Management
New York
$193M -$104M -4,957,300 -38%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$191M -$70.2M -3,357,856 -28%
American Century Companies
18
American Century Companies
Missouri
$188M -$747K -35,740 -0.4%
Invesco
19
Invesco
Georgia
$186M +$247K +11,800 +0.1%
BlackRock
20
BlackRock
New York
$183M +$90.1M +4,311,312 +105%
Fidelity International
21
Fidelity International
Bermuda
$171M +$812K +38,836 +0.5%
EARNEST Partners
22
EARNEST Partners
Georgia
$159M -$25M -1,195,028 -14%
CBOA
23
Commonwealth Bank of Australia
Australia
$155M +$8.16M +390,548 +6%
Lazard Asset Management
24
Lazard Asset Management
New York
$146M +$1.18M +56,420 +0.8%
Morgan Stanley
25
Morgan Stanley
New York
$143M -$91.7M -4,386,880 -40%

HDB Hedge Fund Activity: Q2 2017 in Review

326 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q2 2017, worth a combined $13.1B — up 15% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HDB positions and 21 closed out — a net gain of 29 holders — while 112 added to existing stakes and 119 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $188M. The largest seller was Vontobel Asset Management, cutting an estimated $104M.

  • 326 institutional investors held HDFC Bank (HDB) as of Q2 2017, up from 299 in Q1 2017.
  • Funds reported $13.1B of HDFC Bank stock for Q2 2017, up 15% quarter-over-quarter.
  • 50 funds opened new HDFC Bank positions in Q2 2017 and 21 closed out, a net change of +29 holders.
  • The largest HDFC Bank buyer in Q2 2017 was Egerton Capital (UK), an estimated $188M added.
  • The largest HDFC Bank seller in Q2 2017 was Vontobel Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2017.