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HDFC Bank

390 hedge funds and large institutions have $15.3B invested in HDFC Bank in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 120

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

1.03% more ownership

Funds ownership: 22.9%23.93% (+1%)

0% more funds holding

Funds holding: 390390 (0)

2% less capital invested

Capital invested by funds: $15.7B → $15.3B (-$356M)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

71% less call options, than puts

Call options by funds: $30.4M | Put options by funds: $105M

Holders
390
Holders Change
Holders Change %
0%
% of All Funds
8.92%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.53%
New
38
Increased
163
Reduced
120
Closed
32
Calls
$30.4M
Puts
$105M
Net Calls
-$74.3M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.39B +$83.3M +3,268,284 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B +$48M +1,881,376 +4%
WCM Investment Management
3
WCM Investment Management
California
$865M +$36.1M +1,414,252 +4%
Capital Research Global Investors
4
Capital Research Global Investors
California
$802M +$584M +22,924,844 +205%
GQG Partners
5
GQG Partners
Florida
$620M +$272M +10,654,108 +68%
Artisan Partners
6
Artisan Partners
Wisconsin
$449M +$12.5M +489,324 +3%
Fisher Asset Management
7
Fisher Asset Management
Washington
$413M -$21.4M -839,392 -5%
HL
8
Harding Loevner
New Jersey
$383M +$14M +551,140 +4%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$373M +$55.1M +2,162,216 +16%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$358M +$2.13M +83,364 +0.6%
Morgan Stanley
11
Morgan Stanley
New York
$293M +$35.3M +1,383,844 +13%
Capital World Investors
12
Capital World Investors
California
$247M -$91.3M -3,582,080 -25%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$236M +$85.9M +3,368,016 +50%
Lazard Asset Management
14
Lazard Asset Management
New York
$227M +$41.6M +1,629,944 +20%
VAM
15
Vontobel Asset Management
New York
$223M +$5.03M +197,260 +2%
Invesco
16
Invesco
Georgia
$220M +$3.51M +137,804 +1%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$209M +$18.1M +708,172 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$206M +$6.41M +251,448 +3%
American Century Companies
19
American Century Companies
Missouri
$185M +$1.9M +74,644 +1%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$185M +$5.5M +215,568 +3%
Fidelity International
21
Fidelity International
Bermuda
$184M +$130K +5,084 +0.1%
HJGA
22
Hardman Johnston Global Advisors
Connecticut
$171M -$79.7M -3,124,720 -30%
CWG
23
C WorldWide Group
Denmark
$166M +$9.79M +384,140 +6%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$160M +$4.19M +164,512 +2%
SEI Investments
25
SEI Investments
Pennsylvania
$159M -$10.3M -403,904 -6%

HDB Hedge Fund Activity: Q3 2018 in Review

390 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q3 2018, worth a combined $15.3B — down 2.3% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HDB positions and 32 closed out — a net gain of 6 holders — while 163 added to existing stakes and 120 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $584M. The largest seller was UBS AM, cutting an estimated $107M.

  • 390 institutional investors held HDFC Bank (HDB) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $15.3B of HDFC Bank stock for Q3 2018, down 2.3% quarter-over-quarter.
  • 38 funds opened new HDFC Bank positions in Q3 2018 and 32 closed out, a net change of +6 holders.
  • The largest HDFC Bank buyer in Q3 2018 was Capital Research Global Investors, an estimated $584M added.
  • The largest HDFC Bank seller in Q3 2018 was UBS AM, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2018.