UBS Group
UBS
300 hedge funds and large institutions have $11.5B invested in UBS Group in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 93 reducing their positions, and 50 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 93
10% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 50
0% more funds holding
Funds holding: 299 → 300 (+1)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.13% less ownership
Funds ownership: 35.61% → 32.48% (-3.1%)
30% less capital invested
Capital invested by funds: $16.5B → $11.5B (-$5.03B)
41% less call options, than puts
Call options by funds: $254M | Put options by funds: $433M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$367M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$135M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$44.7M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$36.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$588M |
| 2 |
Goldman Sachs
New York
|
-$203M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$165M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$126M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$126M |
UBS Hedge Fund Activity: Q1 2020 in Review
300 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2020, worth a combined $11.5B — down 30% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new UBS positions and 50 closed out — a net gain of 5 holders — while 106 added to existing stakes and 93 trimmed.
The largest buyer was UBS Group, adding an estimated $367M. The largest seller was Fisher Asset Management, cutting an estimated $588M.
- 300 institutional investors held UBS Group (UBS) as of Q1 2020, up from 299 in Q4 2019.
- Funds reported $11.5B of UBS Group stock for Q1 2020, down 30% quarter-over-quarter.
- 55 funds opened new UBS Group positions in Q1 2020 and 50 closed out, a net change of +5 holders.
- The largest UBS Group buyer in Q1 2020 was UBS Group, an estimated $367M added.
- The largest UBS Group seller in Q1 2020 was Fisher Asset Management, an estimated $588M sold.
Based on aggregated 13F filings for Q1 2020.