UBS Group
UBS
234 hedge funds and large institutions have $19.4B invested in UBS Group in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 91 increasing their positions, 65 reducing their positions, and 30 closing their positions.
110% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 30
47% more call options, than puts
Call options by funds: $339M | Put options by funds: $231M
40% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 65
15% more funds holding
Funds holding: 203 → 234 (+31)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
4.7% more ownership
Funds ownership: 23.19% → 27.89% (+4.7%)
5% more capital invested
Capital invested by funds: $18.4B → $19.4B (+$902M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$2.47B |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$647M |
| 3 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$186M |
| 4 |
JP Morgan Chase
New York
|
+$155M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aviva
London,
United Kingdom
|
-$118M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$87.4M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$81.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$48.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$37.7M |
UBS Hedge Fund Activity: Q3 2015 in Review
234 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2015, worth a combined $19.4B — up 4.9% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new UBS positions and 30 closed out — a net gain of 33 holders — while 91 added to existing stakes and 65 trimmed.
The largest buyer was Norges Bank, adding an estimated $2.47B. The largest seller was Aviva, cutting an estimated $118M.
- 234 institutional investors held UBS Group (UBS) as of Q3 2015, up from 203 in Q2 2015.
- Funds reported $19.4B of UBS Group stock for Q3 2015, up 4.9% quarter-over-quarter.
- 63 funds opened new UBS Group positions in Q3 2015 and 30 closed out, a net change of +33 holders.
- The largest UBS Group buyer in Q3 2015 was Norges Bank, an estimated $2.47B added.
- The largest UBS Group seller in Q3 2015 was Aviva, an estimated $118M sold.
Based on aggregated 13F filings for Q3 2015.