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HDFC Bank

406 hedge funds and large institutions have $19.9B invested in HDFC Bank in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 150 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $92.5M | Put options by funds: $63.7M

20% more capital invested

Capital invested by funds: $16.6B → $19.9B (+$3.26B)

8% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 40

2% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 147

0.07% more ownership

Funds ownership: 24.32%24.39% (+0.07%)

0% less funds holding

Funds holding: 407406 (-1)

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
406
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
8.79%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.69%
New
43
Increased
150
Reduced
147
Closed
40
Calls
$92.5M
Puts
$63.7M
Net Calls
+$28.8M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.81B -$8.89M -342,920 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.61B +$56.7M +2,187,064 +4%
WCM Investment Management
3
WCM Investment Management
California
$1.13B -$2.62M -100,840 -0.3%
GQG Partners
4
GQG Partners
Florida
$1.02B +$73M +2,813,164 +9%
Capital Research Global Investors
5
Capital Research Global Investors
California
$987M -$142K -5,476 -0%
Capital International Investors
6
Capital International Investors
California
$695M -$1.35K -52 -0%
HL
7
Harding Loevner
New Jersey
$533M +$44.8M +1,726,268 +10%
Artisan Partners
8
Artisan Partners
Wisconsin
$526M +$8.62M +332,492 +2%
Fisher Asset Management
9
Fisher Asset Management
Washington
$493M -$17.6M -677,856 -4%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$487M +$19.1M +737,188 +5%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$440M -$14.1M -544,420 -3%
Morgan Stanley
12
Morgan Stanley
New York
$319M -$4.8M -184,980 -2%
Capital World Investors
13
Capital World Investors
California
$304M -$48.2K -1,860 -0%
Lazard Asset Management
14
Lazard Asset Management
New York
$295M +$16.8M +646,772 +7%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$287M +$24.3M +935,912 +10%
American Century Companies
16
American Century Companies
Missouri
$283M +$33.5M +1,293,080 +15%
VAM
17
Vontobel Asset Management
New York
$265M -$9.64M -371,736 -4%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$254M +$24.1M +928,656 +12%
Fidelity International
19
Fidelity International
Bermuda
$241M +$5.43M +209,356 +3%
Ameriprise
20
Ameriprise
Minnesota
$224M +$26.4M +1,017,600 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$201M +$14.1M +545,340 +9%
SEI Investments
22
SEI Investments
Pennsylvania
$196M +$10.2M +392,544 +6%
CWG
23
C WorldWide Group
Denmark
$195M -$9.39M -361,908 -5%
Invesco
24
Invesco
Georgia
$192M -$65.9M -2,539,496 -28%
Wells Fargo
25
Wells Fargo
California
$191M -$4.21M -162,340 -2%

HDB Hedge Fund Activity: Q1 2019 in Review

406 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q1 2019, worth a combined $19.9B — up 20% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HDB positions and 40 closed out — a net gain of 3 holders — while 150 added to existing stakes and 147 trimmed.

The largest buyer was GQG Partners, adding an estimated $73M. The largest seller was Hardman Johnston Global Advisors, cutting an estimated $72.1M.

  • 406 institutional investors held HDFC Bank (HDB) as of Q1 2019, down from 407 in Q4 2018.
  • Funds reported $19.9B of HDFC Bank stock for Q1 2019, up 20% quarter-over-quarter.
  • 43 funds opened new HDFC Bank positions in Q1 2019 and 40 closed out, a net change of +3 holders.
  • The largest HDFC Bank buyer in Q1 2019 was GQG Partners, an estimated $73M added.
  • The largest HDFC Bank seller in Q1 2019 was Hardman Johnston Global Advisors, an estimated $72.1M sold.

Based on aggregated 13F filings for Q1 2019.