Holders over time
- HDB
- BAC
| Quarter | HDB | BAC |
|---|---|---|
| Q3 2020 | 13 holders, $2.6bn | 33 holders, $48.3bn |
| Q4 2020 | 13 holders, $3.7bn | 36 holders, $60.7bn |
| Q1 2021 | 14 holders, $3.7bn | 33 holders, $77.6bn |
| Q2 2021 | 16 holders, $3.7bn | 30 holders, $83.1bn |
| Q3 2021 | 16 holders, $3.6bn | 28 holders, $81.4bn |
| Q4 2021 | 15 holders, $3.2bn | 30 holders, $82.8bn |
| Q1 2022 | 17 holders, $3.2bn | 39 holders, $74.0bn |
| Q2 2022 | 12 holders, $2.4bn | 40 holders, $54.7bn |
| Q3 2022 | 15 holders, $2.7bn | 36 holders, $53.0bn |
| Q4 2022 | 15 holders, $3.3bn | 33 holders, $59.0bn |
| Q1 2023 | 19 holders, $3.4bn | 32 holders, $50.5bn |
| Q2 2023 | 22 holders, $4.0bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $3.6bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $4.3bn | 34 holders, $56.6bn |
| Q1 2024 | 19 holders, $3.0bn | 35 holders, $64.4bn |
| Q2 2024 | 21 holders, $3.9bn | 35 holders, $68.9bn |
| Q3 2024 | 20 holders, $2.8bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $3.2bn | 43 holders, $63.8bn |
| Q1 2025 | 24 holders, $3.3bn | 40 holders, $59.8bn |
| Q2 2025 | 21 holders, $3.7bn | 44 holders, $67.4bn |
| Q3 2025 | 22 holders, $3.1bn | 44 holders, $72.1bn |
| Q4 2025 | 21 holders, $2.5bn | 41 holders, $68.5bn |
| Q1 2026 | 24 holders, $1.8bn | 39 holders, $59.5bn |
| Q2 2026 | 21 holders, $1.9bn | 37 holders, $64.8bn |
HDFC Bank LTD
- Holders
- 21
- Reported value
- $3.9bn
- Buyers
- 15
- Sellers
- 5
Breadth +10 among 94 comparable managers.
Bank of Amer Corp
- Holders
- 35
- Reported value
- $68.9bn
- Buyers
- 16
- Sellers
- 21
Breadth -5 among 94 comparable managers.
Who holds both, Q2 2024
Both (12)
Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only HDB (9)
Baillie Gifford & Co, D1 Capital Partners LP, Elliott Investment Management LP, Oaktree Capital Management LP, Polen Capital Management LLC, Southeastern Asset Management Inc, Steadfast Capital Management LP, Viking Global Investors LP, Winton Group Ltd
Only BAC (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Verition Fund Management LLC
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.