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UBS Group

552 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 180 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $780M

36% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 56

20% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 180

3% more funds holding

Funds holding: 537552 (+15)

0.69% more ownership

Funds ownership: 43.08%43.77% (+0.69%)

2% less capital invested

Capital invested by funds: $42.3B → $41.3B (-$1.02B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
552
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
7.97%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
180
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
251
Centennial Bank
Arkansas
$990K -$2.97K -100 -0.3%
TCPG
252
Trivant Custom Portfolio Group
California
$979K +$985K +33,150 New
ACA
253
Atlas Capital Advisors
Wyoming
$964K -$22.1K -745 -2%
ZF
254
Zhang Financial
Michigan
$945K -$69.5K -2,337 -7%
BCM
255
Bayesian Capital Management
New York
$939K -$315K -10,600 -25%
MCM
256
MAI Capital Management
Ohio
$935K -$75.4K -2,538 -7%
SEC
257
Seven Eight Capital
New York
$920K -$521K -17,529 -36%
FHB
258
First Hawaiian Bank
Hawaii
$919K -$47.4K -1,594 -5%
BHPW
259
Beverly Hills Private Wealth
California
$917K +$160K +5,392 +21%
AAS
260
Avantax Advisory Services
Texas
$915K +$921K +30,985 New
EI
261
Ethic Inc
New York
$908K +$239K +8,044 +35%
BP
262
Ballentine Partners
Massachusetts
$905K +$16.4K +552 +2%
AI
263
AdvisorShares Investments
Maryland
$892K -$21.3K -716 -2%
ACM
264
Advisors Capital Management
New Jersey
$886K +$42.5K +1,429 +5%
PCS
265
Personal CFO Solutions
New Jersey
$877K +$5.05K +170 +0.6%
TPW
266
Transatlantique Private Wealth
New York
$868K +$8.47K +285 +1%
COI
267
Connable Office Inc
Michigan
$867K -$38.9K -1,307 -4%
VFA
268
Valeo Financial Advisors
Indiana
$859K -$1.81K -61 -0.2%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$857K +$112K +3,762 +15%
CA
270
Cullinan Associates
Kentucky
$857K +$74.3K +2,500 +9%
AAB
271
ABN AMRO Bank
Netherlands
$839K
AAM
272
Advisors Asset Management
Colorado
$839K +$42.1K +1,416 +5%
AQR Capital Management
273
AQR Capital Management
Connecticut
$825K +$576K +19,382 +227%
AFG
274
Atomi Financial Group
New York
$824K -$114K -3,825 -12%
DWM
275
Diversify Wealth Management
Utah
$822K +$873K +29,382 New

UBS Hedge Fund Activity: Q2 2024 in Review

552 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2024, worth a combined $41.3B — down 2.4% from $42.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UBS positions and 56 closed out — a net gain of 20 holders — while 216 added to existing stakes and 180 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $2.65B. The largest seller was Fidelity Investments, cutting an estimated $417M.

  • 552 institutional investors held UBS Group (UBS) as of Q2 2024, up from 537 in Q1 2024.
  • Funds reported $41.3B of UBS Group stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 76 funds opened new UBS Group positions in Q2 2024 and 56 closed out, a net change of +20 holders.
  • The largest UBS Group buyer in Q2 2024 was UBS AM, an estimated $2.65B added.
  • The largest UBS Group seller in Q2 2024 was Fidelity Investments, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.