CIK

Credit Suisse Asset Mgmt INC

-$185.0K

Net Activity

Institutions Holding

52

Popularity Rank

#5890

Avg Weight

0.01%

Total Value

$10.9M

Ownership Trend

52 institutions currently hold CIK, with 23 net buyers and 19 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

19

Net Buying Institutions

23

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$3.2M
IL
Invesco Ltd.
$1.2M
FC
Fiera Capital Corp
$1.0M
WA
Wolverine Asset Management LLC
$983.3K
SF
Shaker Financial Services, LLC
$730.1K

Top 5 by Conviction

SF
Shaker Financial Services, LLC
0.25%
MW
Melfa Wealth Management, INC.
0.06%
UI
Unified Investment Management
0.03%
WA
Wolverine Asset Management LLC
0.01%
DA
Dynamic Advisor Solutions LLC
0.01%
View all 52 holding institutions

Quarterly Activity

Recent Activity

+$4.9M

Total Buy Value

$7.7M

Total Sell Value

New buy9
Trim15
Add14
Sold out4

23

Net Buyers

19

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-14
Reporting PersonTypeFiling Date% of Class
First Trust Portfolios L.P.13G/A2026-07-1418.1%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CREDIT SUISSE ASSET MGMT INC (CIK)?
Major stakeholders currently include LPL Financial LLC ($3.2M), Invesco Ltd. ($1.2M), Fiera Capital Corp ($1.0M). Based on the latest 13F filings, there are a total of 52 tracked investment funds and institutions maintaining positions in CIK.
What is the overall institutional sentiment toward CIK recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $185.0K, driven by 23 managers accumulating shares while 19 reduced their exposure.
Which institutions have been selling or reducing their CIK positions?
In the latest period, 15 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $7.7M.
Are there any notable investors adding CIK to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 14 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.9M.

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