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HDFC Bank

557 hedge funds and large institutions have $23B invested in HDFC Bank in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 241 increasing their positions, 162 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

52% more funds holding in top 10

Funds holding in top 10: 2335 (+12)

49% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 162

21% more capital invested

Capital invested by funds: $19B → $23B (+$3.98B)

5% more funds holding

Funds holding: 529557 (+28)

0.5% more ownership

Funds ownership: 8.5%9% (+0.5%)

18% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $16.5M

Holders
557
Holders Change
+28
Holders Change %
+5.29%
% of All Funds
8.12%
Holding in Top 10
35
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+52.17%
% of All Funds
0.51%
New
84
Increased
241
Reduced
162
Closed
51
Calls
$13.6M
Puts
$16.5M
Net Calls
-$2.94M
Net Calls Change
+$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.74B +$668M +22,140,524 +74%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.31B -$50.6M -1,677,656 -4%
Fidelity International
3
Fidelity International
Bermuda
$912M +$80M +2,653,148 +11%
Viking Global Investors
4
Viking Global Investors
Connecticut
$654M -$22.6M -750,476 -4%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$647M +$4.62M +153,010 +0.8%
HL
6
Harding Loevner
New Jersey
$622M +$137M +4,552,406 +32%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$582M +$8.07M +267,582 +2%
Ameriprise
8
Ameriprise
Minnesota
$541M -$42.7M -1,417,104 -8%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$529M -$27.7M -917,444 -5%
Temasek Holdings
10
Temasek Holdings
Singapore
$507M +$40.4M +1,338,582 +10%
SGA
11
Sustainable Growth Advisers
Connecticut
$477M +$10.8M +356,924 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$402M +$4.8M +158,964 +1%
Impax Asset Management Group
13
Impax Asset Management Group
United Kingdom
$386M +$9.67M +320,440 +3%
Lazard Asset Management
14
Lazard Asset Management
New York
$338M +$10.7M +355,590 +4%
Invesco
15
Invesco
Georgia
$334M +$3.97M +131,626 +1%
LPC
16
Lone Pine Capital
Connecticut
$312M
Brown Advisory
17
Brown Advisory
Maryland
$308M +$125M +4,159,884 +83%
DCP
18
D1 Capital Partners
New York
$288M +$4.46M +148,000 +2%
Fisher Asset Management
19
Fisher Asset Management
Washington
$285M -$4.1M -135,860 -2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$280M +$104M +3,435,192 +70%
American Century Companies
21
American Century Companies
Missouri
$260M -$17.8M -589,502 -7%
Bank of America
22
Bank of America
North Carolina
$253M -$3.51M -116,312 -2%
CWG
23
C WorldWide Group
Denmark
$252M -$2.01M -66,522 -0.9%
TCCM
24
Two Creeks Capital Management
New York
$249M +$32.4M +1,072,770 +17%
Capital International Investors
25
Capital International Investors
California
$229M -$2.2M -72,884 -1%

HDB Hedge Fund Activity: Q4 2023 in Review

557 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HDFC Bank (HDB) for Q4 2023, worth a combined $23B — up 21% from $19B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HDB positions and 51 closed out — a net gain of 33 holders — while 241 added to existing stakes and 162 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $668M. The largest seller was Capital Research Global Investors, cutting an estimated $300M.

  • 557 institutional investors held HDFC Bank (HDB) as of Q4 2023, up from 529 in Q3 2023.
  • Funds reported $23B of HDFC Bank stock for Q4 2023, up 21% quarter-over-quarter.
  • 84 funds opened new HDFC Bank positions in Q4 2023 and 51 closed out, a net change of +33 holders.
  • The largest HDFC Bank buyer in Q4 2023 was Morgan Stanley, an estimated $668M added.
  • The largest HDFC Bank seller in Q4 2023 was Capital Research Global Investors, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2023.