UBS Group
UBS
289 hedge funds and large institutions have $13.6B invested in UBS Group in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 114 reducing their positions, and 51 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4.49% less ownership
Funds ownership: 37.04% → 32.56% (-4.5%)
6% less funds holding
Funds holding: 308 → 289 (-19)
16% less capital invested
Capital invested by funds: $16.2B → $13.6B (-$2.61B)
23% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 114
34% less call options, than puts
Call options by funds: $384M | Put options by funds: $582M
37% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$322M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$178M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$109M |
| 4 |
JP Morgan Chase
New York
|
+$91.9M |
| 5 |
Goldman Sachs
New York
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.46B |
| 2 |
Invesco
Atlanta,
Georgia
|
-$243M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$222M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$190M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$185M |
UBS Hedge Fund Activity: Q3 2019 in Review
289 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2019, worth a combined $13.6B — down 16% from $16.2B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of UBS and 32 opened new positions — a net loss of 19 holders — while 114 trimmed existing stakes and 88 added.
The largest buyer was Norges Bank, adding an estimated $322M. The largest seller was UBS Group, cutting an estimated $1.46B.
- 289 institutional investors held UBS Group (UBS) as of Q3 2019, down from 308 in Q2 2019.
- Funds reported $13.6B of UBS Group stock for Q3 2019, down 16% quarter-over-quarter.
- 32 funds opened new UBS Group positions in Q3 2019 and 51 closed out, a net change of -19 holders.
- The largest UBS Group buyer in Q3 2019 was Norges Bank, an estimated $322M added.
- The largest UBS Group seller in Q3 2019 was UBS Group, an estimated $1.46B sold.
Based on aggregated 13F filings for Q3 2019.