UBS Group
UBS
261 hedge funds and large institutions have $22.7B invested in UBS Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 22 closing their positions.
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
28% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 83
27% more capital invested
Capital invested by funds: $17.9B → $22.7B (+$4.88B)
5.79% more ownership
Funds ownership: 29.03% → 34.82% (+5.8%)
5% more funds holding
Funds holding: 249 → 261 (+12)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
62% less call options, than puts
Call options by funds: $134M | Put options by funds: $349M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$2.6B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$689M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$204M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$165M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$76.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$249M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$55.8M |
| 3 |
MME
Meag Munich Ergo
Munich,
Germany
|
-$55.6M |
| 4 |
Goldman Sachs
New York
|
-$46.7M |
| 5 |
JP Morgan Chase
New York
|
-$45.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
276
Frontier Wealth Management
Kansas City,
Missouri
| – | -$184K | -11,546 | Closed |
|
277
KeyBank National Association
Cleveland,
Ohio
| – | -$165K | -10,343 | Closed |
|
|
AA
278
Apriem Advisors
Irvine,
California
| – | -$24K | -1,500 | Closed |
|
|
BIG
279
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$19K | -1,198 | Closed |
|
|
YWP
280
YorkBridge Wealth Partners
New York
| – | -$5K | -288 | Closed |
|
|
ACS
281
Archford Capital Strategies
Swansea,
Illinois
| – | -$2K | -120 | Closed |
|
UBS Hedge Fund Activity: Q2 2017 in Review
261 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2017, worth a combined $22.7B — up 27% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new UBS positions and 22 closed out — a net gain of 13 holders — while 106 added to existing stakes and 83 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $2.6B. The largest seller was Capital Research Global Investors, cutting an estimated $249M.
- 261 institutional investors held UBS Group (UBS) as of Q2 2017, up from 249 in Q1 2017.
- Funds reported $22.7B of UBS Group stock for Q2 2017, up 27% quarter-over-quarter.
- 35 funds opened new UBS Group positions in Q2 2017 and 22 closed out, a net change of +13 holders.
- The largest UBS Group buyer in Q2 2017 was Massachusetts Financial Services, an estimated $2.6B added.
- The largest UBS Group seller in Q2 2017 was Capital Research Global Investors, an estimated $249M sold.
Based on aggregated 13F filings for Q2 2017.