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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
NS
301
NBC Securities
Alabama
$506K +$85.4K +2,873 +20%
DC
302
Davenport & Co
Virginia
$497K +$91.6K +3,080 +22%
PA
303
Parallel Advisors
California
$489K +$12.5K +420 +3%
CC
304
Callan Capital
California
$486K +$65.4K +2,200 +15%
PP
305
PDS Planning
Ohio
$484K -$5.14K -173 -1%
XT
306
XTX Topco
Cayman Islands
$479K +$482K +16,212 New
GI
307
Gradient Investments
Minnesota
$477K +$89 +3 +0%
TFS
308
Thoroughbred Financial Services
Tennessee
$473K +$476K +16,016 New
BRWA
309
B. Riley Wealth Advisors
Florida
$469K -$418K -14,049 -47%
SRC
310
Sage Rhino Capital
California
$466K -$12.6K -423 -3%
HF
311
HRT Financial
New York
$463K -$13.6K -459 -3%
IC
312
IEQ Capital
California
$463K +$89.8K +3,022 +24%
GC
313
Guggenheim Capital
Illinois
$460K +$71.4K +2,402 +18%
GCM
314
Gallacher Capital Management
Colorado
$458K +$33.2K +1,118 +8%
FA
315
FDx Advisors
Illinois
$457K -$21.5K -724 -4%
PWM
316
Perigon Wealth Management
California
$451K -$1.31K -44 -0.3%
Walleye Capital
317
Walleye Capital
New York
$451K -$7.05M -236,999 -94%
FRM
318
Fox Run Management
Connecticut
$449K +$169K +5,679 +60%
SIM
319
Studio Investment Management
Illinois
$446K +$5.47K +184 +1%
KFC
320
Klingenstein Fields & Co
New York
$441K
BA
321
Bridgewater Advisors
New York
$437K +$430K +14,477 New
SIG
322
Stonegate Investment Group
Alabama
$433K +$62.5K +2,101 +17%
SW
323
SVB Wealth
Massachusetts
$431K -$91K -3,062 -17%
FIM
324
Freedom Investment Management
Connecticut
$422K -$103K -3,481 -20%
CC
325
Centiva Capital
New York
$418K +$421K +14,158 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.