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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
A
351
Allianz
Germany
$340K -$184K -6,205 -35%
DOA
352
D'Orazio & Associates
Virginia
$333K +$59 +2 +0%
SF
353
Synovus Financial
Georgia
$330K -$1.96K -66 -0.6%
IRC
354
Investors Research Corp
Georgia
$328K
DWM
355
Drive Wealth Management
Utah
$328K +$10.4K +349 +3%
SMA
356
Sage Mountain Advisors
Georgia
$324K +$108K +3,642 +50%
USCWA
357
U.S. Capital Wealth Advisors
Texas
$322K +$17.6K +591 +6%
Thrivent Financial for Lutherans
358
Thrivent Financial for Lutherans
Minnesota
$322K +$28.3K +952 +10%
BCM
359
Barometer Capital Management
Ontario, Canada
$322K +$324K +10,889 New
CA
360
Claro Advisors
Massachusetts
$318K -$27.4K -923 -8%
AG
361
Ascent Group
Virginia
$312K -$42.3K -1,423 -12%
BFG
362
Bleakley Financial Group
New Jersey
$312K -$35.2K -1,183 -10%
SA
363
Shilanski & Associates
Alaska
$311K -$23.9K -804 -7%
SW
364
Simplicity Wealth
New Jersey
$311K -$35.9K -1,207 -10%
MFIM
365
Mesirow Financial Investment Management
Illinois
$311K +$13K +437 +4%
SI
366
Stephens Inc
Arkansas
$308K
GI
367
GAMCO Investors
Connecticut
$297K +$297 +10 +0.1%
CG
368
Caprock Group
Idaho
$296K -$10.9K -368 -4%
G
369
GenTrust
Florida
$293K +$295K +9,918 New
OL
370
Optas LLC
Texas
$292K +$3.66K +123 +1%
FCI
371
Financial Counselors Inc
Kansas
$290K -$43.5K -1,465 -13%
DADC
372
D.A. Davidson & Co
Montana
$287K
PA
373
Pinnacle Associates
New York
$287K -$56.5K -1,900 -16%
AWM
374
Aprio Wealth Management
Georgia
$287K -$7.49K -252 -3%
CWM
375
Calamos Wealth Management
Illinois
$286K -$9.51K -320 -3%

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.