UBS Group
UBS
315 hedge funds and large institutions have $17B invested in UBS Group in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 108 reducing their positions, and 50 closing their positions.
12% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 50
1% more funds holding
Funds holding: 312 → 315 (+3)
1% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 108
0.41% less ownership
Funds ownership: 38.87% → 38.46% (-0.41%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
25% less capital invested
Capital invested by funds: $22.9B → $17B (-$5.8B)
63% less call options, than puts
Call options by funds: $155M | Put options by funds: $420M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$416M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$315M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$82.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$80.9M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$75.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$469M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$331M |
| 3 |
JP Morgan Chase
New York
|
-$245M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$159M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$93.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
351
Steward Partners Investment Advisory
New York
| – | -$8K | -500 | Closed |
|
|
CCM
352
Causeway Capital Management
Los Angeles,
California
| – | -$6K | -360 | Closed |
|
|
SCM
353
Southport Capital Management
Chattanooga,
Tennessee
| – | -$4K | -240 | Closed |
|
|
WC
354
Whitney & Co
Rochester,
New York
| – | -$3K | -227 | Closed |
|
|
MCM
355
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$3K | -190 | Closed |
|
|
FM
356
Forward Management
San Francisco,
California
| – | -$2K | -152 | Closed |
|
357
Lazard Asset Management
New York
| – | -$2K | -149 | Closed |
|
|
LWA
358
Lenox Wealth Advisors
New York
| – | -$2K | -133 | Closed |
|
|
APA
359
American Portfolios Advisors
Holbrook,
New York
| – | -$1.84K | -117 | Closed |
|
|
TWA
360
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -37 | Closed |
|
|
SWP
361
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$1K | -36 | Closed |
|
|
FGC
362
Financial Gravity Companies
Lakeway,
Texas
| – | +$244 | +18 | New |
|
UBS Hedge Fund Activity: Q4 2018 in Review
315 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2018, worth a combined $17B — down 25% from $22.9B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new UBS positions and 50 closed out — a net gain of 6 holders — while 109 added to existing stakes and 108 trimmed.
The largest buyer was UBS Group, adding an estimated $416M. The largest seller was Wellington Management Group, cutting an estimated $469M.
- 315 institutional investors held UBS Group (UBS) as of Q4 2018, up from 312 in Q3 2018.
- Funds reported $17B of UBS Group stock for Q4 2018, down 25% quarter-over-quarter.
- 56 funds opened new UBS Group positions in Q4 2018 and 50 closed out, a net change of +6 holders.
- The largest UBS Group buyer in Q4 2018 was UBS Group, an estimated $416M added.
- The largest UBS Group seller in Q4 2018 was Wellington Management Group, an estimated $469M sold.
Based on aggregated 13F filings for Q4 2018.