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OUBS

USB AG (NEW)
OUBS

Delisted

OUBS was delisted on the 16th of January, 2015.

117 hedge funds and large institutions have $435M invested in USB AG (NEW) in 2014 Q4 according to their latest regulatory filings, with 117 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $24.6M

Holders
117
Holders Change
+117
Holders Change %
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
117
Increased
Reduced
Closed
Calls
$16.2M
Puts
$24.6M
Net Calls
-$8.36M
Net Calls Change
-$8.36M
Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
76
American Trust Investment Advisors
New Hampshire
$184K +$194K +11,130 New
DWT
77
Dorsey & Whitney Trust
South Dakota
$172K +$176K +10,104 New
CRC
78
Curi RMB Capital
Illinois
$170K +$179K +10,271 New
PI
79
Placemark Investments
Illinois
$164K +$175K +10,043 New
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$158K +$166K +9,546 New
Deutsche Bank
81
Deutsche Bank
Germany
$146K +$154K +8,855 New
OA
82
OFI Advisors
Pennsylvania
$141K +$148K +8,522 New
ClearBridge Investments
83
ClearBridge Investments
New York
$131K +$138K +7,930 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$129K +$136K +7,800 New
US Bancorp
85
US Bancorp
Minnesota
$110K +$116K +6,661 New
FM
86
Forward Management
California
$72K +$76.2K +4,375 New
Creative Planning
87
Creative Planning
Kansas
$61K +$64.1K +3,683 New
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
$61K +$64.4K +3,700 New
EFSCE
89
Enterprise Financial Services Corp (EFSC)
Missouri
$52K +$55.2K +3,172 New
SEI Investments
90
SEI Investments
Pennsylvania
$41K +$43.4K +2,494 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$36K +$37.9K +2,178 New
MFS
92
MSI Financial Services
Massachusetts
$32K +$34.2K +1,966 New
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$31K +$31.9K +1,830 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.2K +$30.7M +1,766,042 New
H
95
Hexavest
Quebec, Canada
$20K +$21.1K +1,214 New
RNS
96
Robert N. Shapiro
$18K +$19.2K +1,100 New
CFG
97
CKW Financial Group
Hawaii
$17K +$17.6K +1,009 New
ICM
98
ICC Capital Management
Florida
$11K +$11.1K +640 New
NPC
99
National Planning Corporation
California
$10.4K +$11.4K +656 New
WA
100
WFG Advisors
Texas
$9K +$9.59K +551 New

OUBS Hedge Fund Activity: Q4 2014 in Review

117 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in USB AG (NEW) (OUBS) for Q4 2014, worth a combined $435M.

Buyers outnumbered sellers: 117 funds opened new OUBS positions and 0 closed out — a net gain of 117 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $56.7M.

  • 117 institutional investors held USB AG (NEW) (OUBS) as of Q4 2014, up from 0 in Q3 2014.
  • Funds reported $435M of USB AG (NEW) stock for Q4 2014.
  • 117 funds opened new USB AG (NEW) positions in Q4 2014 and 0 closed out, a net change of +117 holders.
  • The largest USB AG (NEW) buyer in Q4 2014 was Goldman Sachs, an estimated $56.7M added.

Based on aggregated 13F filings for Q4 2014.