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HDFC Bank

434 hedge funds and large institutions have $18.6B invested in HDFC Bank in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 160 increasing their positions, 153 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

5% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 59

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 153

0% more funds holding

Funds holding: 433434 (+1)

7% less call options, than puts

Call options by funds: $109M | Put options by funds: $117M

12.56% less ownership

Funds ownership: 24.51%11.95% (-13%)

14% less capital invested

Capital invested by funds: $21.7B → $18.6B (-$3.12B)

Holders
434
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
9.52%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
62
Increased
160
Reduced
153
Closed
59
Calls
$109M
Puts
$117M
Net Calls
-$8.32M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.79B +$43.2M +1,515,904 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.34B -$375M -13,175,660 -22%
WCM Investment Management
3
WCM Investment Management
California
$1.22B +$69.9M +2,456,234 +6%
GQG Partners
4
GQG Partners
Florida
$1.02B -$78.9M -2,772,744 -7%
Capital Research Global Investors
5
Capital Research Global Investors
California
$792M -$179M -6,300,228 -18%
HL
6
Harding Loevner
New Jersey
$522M -$2.06M -72,482 -0.4%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$495M +$31.8M +1,115,984 +7%
Fisher Asset Management
8
Fisher Asset Management
Washington
$453M -$7.71M -270,984 -2%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$405M -$47.6M -1,671,396 -11%
Artisan Partners
10
Artisan Partners
Wisconsin
$385M -$76.9M -2,702,100 -17%
Morgan Stanley
11
Morgan Stanley
New York
$346M +$31.6M +1,108,580 +10%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$324M +$40M +1,404,782 +14%
Lazard Asset Management
13
Lazard Asset Management
New York
$298M +$368K +12,912 +0.1%
American Century Companies
14
American Century Companies
Missouri
$277M +$2.11M +74,208 +0.8%
Fidelity International
15
Fidelity International
Bermuda
$260M +$16M +562,996 +7%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$256M -$19.1M -669,760 -7%
Capital World Investors
17
Capital World Investors
California
$244M -$54.4M -1,909,802 -18%
VAM
18
Vontobel Asset Management
New York
$226M -$23.6M -828,884 -11%
Wells Fargo
19
Wells Fargo
California
$211M +$21.7M +761,688 +11%
Bank of America
20
Bank of America
North Carolina
$204M -$36K -1,264 -0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$204M +$6M +210,626 +3%
SGA
22
Sustainable Growth Advisers
Connecticut
$203M +$13.6M +479,508 +7%
Ameriprise
23
Ameriprise
Minnesota
$189M -$24M -843,916 -11%
CWG
24
C WorldWide Group
Denmark
$183M +$3.33M +117,060 +2%
CLC
25
Charles-Lim Capital
Hong Kong
$170M +$34.9M +1,225,076 +26%

HDB Hedge Fund Activity: Q3 2019 in Review

434 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q3 2019, worth a combined $18.6B — down 14% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HDB positions and 59 closed out — a net gain of 3 holders — while 160 added to existing stakes and 153 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $69.9M. The largest seller was Fidelity Investments, cutting an estimated $375M.

  • 434 institutional investors held HDFC Bank (HDB) as of Q3 2019, up from 433 in Q2 2019.
  • Funds reported $18.6B of HDFC Bank stock for Q3 2019, down 14% quarter-over-quarter.
  • 62 funds opened new HDFC Bank positions in Q3 2019 and 59 closed out, a net change of +3 holders.
  • The largest HDFC Bank buyer in Q3 2019 was WCM Investment Management, an estimated $69.9M added.
  • The largest HDFC Bank seller in Q3 2019 was Fidelity Investments, an estimated $375M sold.

Based on aggregated 13F filings for Q3 2019.