UBS Group
UBS
223 hedge funds and large institutions have $13.2B invested in UBS Group in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 88 reducing their positions, and 47 closing their positions.
3% more call options, than puts
Call options by funds: $121M | Put options by funds: $118M
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2% less capital invested
Capital invested by funds: $13.5B → $13.2B (-$272M)
1.8% less ownership
Funds ownership: 27.83% → 26.03% (-1.8%)
11% less funds holding
Funds holding: 251 → 223 (-28)
11% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 88
51% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 47
Top Buyers
Top Sellers
| 1 |
O
OppenheimerFunds
New York
|
-$393M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$276M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$116M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$77.5M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$57.9M |
UBS Hedge Fund Activity: Q3 2016 in Review
223 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2016, worth a combined $13.2B — down 2% from $13.5B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of UBS and 23 opened new positions — a net loss of 24 holders — while 88 trimmed existing stakes and 78 added.
The largest buyer was Franklin Resources, adding an estimated $195M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $393M sold.
- 223 institutional investors held UBS Group (UBS) as of Q3 2016, down from 251 in Q2 2016.
- Funds reported $13.2B of UBS Group stock for Q3 2016, down 2% quarter-over-quarter.
- 23 funds opened new UBS Group positions in Q3 2016 and 47 closed out, a net change of -24 holders.
- The largest UBS Group buyer in Q3 2016 was Franklin Resources, an estimated $195M added.
- The largest UBS Group seller in Q3 2016 was OppenheimerFunds, an estimated $393M sold.
Based on aggregated 13F filings for Q3 2016.